topic Re: Preference Centres without Business Units in Tips, Tricks & Best Practices

Preference Centres without Business Units

MarketingMagpie — Fri, 14 Oct 2022 16:38:38 GMT

Hi,

So I work for a publishers. We have 25+ brands but the cost of business units was too prohibitive, even if actioned at a portfolio level.

Our product range is very varied. Think Trade Wine Buying, Plumbing and Heating and Stadium and Arena design.

We are using brand domains to keep things separate for the most part but when it comes to preference centres and subscription types, our customers can see EVERYTHING which looks nuts.

Any tips or tricks for how to overcome this challenge would be very much appreciated!

Re: Preference Centres without Business Units

karstenkoehler — Fri, 14 Oct 2022 16:42:25 GMT

Hi @MarketingMagpie,

As far as I know, there aren't any workarounds. I've discussed this with HubSpot customer success managers multiple times and there doesn't seem to be a workaround at the moment.

I'd love to be proven wrong however – @Anton, are you aware of a workaround?

Best regards!

Re: Preference Centres without Business Units

Anton — Mon, 17 Oct 2022 07:37:28 GMT

Hi @MarketingMagpie,

to be honest - this will be not an easy task and I don't think this is legally allowed. So please check it with a legal person before you start.

Nontheless - there are some approaches I can think of.

Create your own preference center
Since the preference center is "a special form" (and the default module can't be cloned) you could create a form for each brand/publisher with all subscription types, create custom workflows so it behaves like the regular preference-center and create a custom preference-center page template with some smart-rules so each form will be displayed correct. You could save some time if you create a global custom module with just a form function and set the smart-rules based on list-memberships inside the global module. So basically every user who subscribes to a specific brand/publisher will be added to the according brand/publisher list. Depending on the list the corresponding form will be displayed. The preference-center requires the "email_subscriptions" module - otherwise it won't work. To get it to work I would drop your custom global module into it, wrap the "email_subscription" module inside a div with a "hidden" class so it won't be visible on the page.
Again: This might be a high legal risk - please check it with a legal person before you start creating
Toggle the visibility of properties depending on an URL-parameter
You could create a JavaScript/jQuery which will trigger the visibility of certain subscription types depending on a URL-parameter which you'll have to generate seperatly.
This can also be a high legal risk - please check it with a legal person before you start creating

anyways - I hope this helps you somehow

best,

Anton

Re: Preference Centres without Business Units

MarketingMagpie — Fri, 28 Oct 2022 14:22:14 GMT

@Anton very helpful and thank you for the ideas, definitely something to consider and check the legal side. Our portfolios are so different I wonder if we could show those they are subscribed to and then have the other available subscription types hidden unless press button to view all or similar. Will have think and speak to my DPO and Dev Team but thanks for the feedback 🙂

Re: Preference Centres without Business Units

BDehlinger — Tue, 25 Jul 2023 14:06:08 GMT

Hey @karstenkoehler

Have you seen any movement on this from HubSpot or found any new workarounds?

Thanks,

Bri

Re: Preference Centres without Business Units

karstenkoehler — Tue, 17 Sep 2024 07:14:10 GMT

Hi @MarketingMagpie,

Good news, this is now in public beta 🙂

COMMUNICATION PREFERENCES

Subscription "Rules": define what different contacts should see on their Preference Page

September 16, 2024

What is it?

You can now specify what subscription types your different contacts should see on their Preference Page.

Why does it matter?

Instead of a preference page experience with all your subscription types visible, you can now choose specific subscription types to be shown only to certain contact segments.

Use cases can include:

internal (employee) vs external (customer) content

freemium vs paid user content

leads vs customers vs partners content

regional-based content

ABM

etc.

How does it work?

As a Marketing Hub Enterprise portal user with the Create/Edit Subscription Types permission enabled, you will now be able to create custom "rules" that can be applied to one, some or all subscription types, allowing you to offer a more personalized preference page experience that is tailored to a contact’s attributes, interests, and/or lifecycle stage.

Before you begin, we recommend first thinking about your different contact segments, how you identify them, and what subscription types each should see compared to others. You may want to create a new list for your specific contact 'segment' based on the property (properties).

When you're ready to set up a rule, navigate to Settings > Marketing > Email > Subscription Types. Within the 'Rules' tab, you can 'Create a rule' using one or more predefined lists.

You'll name your rule and select which list(s) this rule applies to.

From there you will be able to preview the rule, before saving and applying the desired changes.

You can preview the rule as a specific contact and see what their preference page experience looks like and why.

From the subscription types tab, you can also view what rules are assigned to a specific subscription type, as well as modify and/or assign a different rule to a specific subscription type. NOTE: By default, all subscription types are visible to all contacts.

Callouts

A contact will always see subscription types to which they are already subscribed to (irrespective of any rule). This is intentional and ensures they can always unsubscribe from content to which they are currently subscribed.

"Rules" exist to control what subscription types appear on the preference page based on who the contact is (who your intended audience is) -- "rules" do not create 'separate' preference pages with their own branding.

If a contact performs an "unsubscribe all" action (aka opted out of all email), all subscription types in the portal (or the specific Business Unit, if you have Business Units) will be set to unsubscribed, and the contact will no longer be eligible to receive email communications from your business.

By default, all subscription types are visible to all contacts. You can assign subscription types to visible for a rule, or from the Subscription Types tab edit behavior.

Omissions

Choosing a (or set of) contact properties (in lieu of lists) to be used to create the "rule" is currently in planning.

Who gets it?

Marketing Enterprise

This is limited to Marketing Hub Enterprise. If you are on Marketing Hub Enterprise and don't see these settings yet, you should find the beta here:

Best regards!