CRM

PJas
Participant

Visibility rules for marketing consents

SOLVE

Hello,

I am checking the visibility rules for marketing consents. I have set the rule so that a specific consent is displayed to specific clients. Unfortunately, when checking the preview on a given client, all consents are displayed. What am I doing wrong?

 

Best regards

PJas

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Visibility rules for marketing consents

SOLVE

@PJas so you are referring to the subscriptions "rules", could you please confirm?

 

In any case, here is the documentation:

 


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


In other words, it is not possible to hide subscriptions that a contact is already opted into. If that's something you would like to achieve, you would have to adjust the preference page template and use Javascript to hide an element with "brute force".

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Visibility rules for marketing consents

SOLVE

Hi @PJas,

 

Could you specify what exactly you're referring to? Do you mean subscription "rules"?

 

If so, can you confirm that the contacts form who you're checking this are not opted into the displayed subscription types? If they are, that's why the subscriptions display.

 

"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. "

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

PJas
Participant

Visibility rules for marketing consents

SOLVE

I want to make it so that specific contacts from a specific list can see, for example, only one newly added consent

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Visibility rules for marketing consents

SOLVE

@PJas so you are referring to the subscriptions "rules", could you please confirm?

 

In any case, here is the documentation:

 


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


In other words, it is not possible to hide subscriptions that a contact is already opted into. If that's something you would like to achieve, you would have to adjust the preference page template and use Javascript to hide an element with "brute force".

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes