GDPR

MGarcíaAbad
Member

Management of preferences for an individual types

SOLVE

Hello,

 

I have added in all our Hubspot landing pages the acceptance of the reception of our emails, for people to receive our content. When someone has already declined the preferences, but that same person comes back to our pages and selects the options of "I accept receiving communication from you" as this person declined before the new selection is not valid anymore, and so the person does not receive the emails.

I was talking with someone from Hubspot, and she said to me that if the person changes his/her preferences afterwards, she/he needs to complete the form again because the emails wont be sent if the preferences were down (no matter if the person has selected the option to receive communications again). I think that's not logical in the process.

I'm probably loosing leads because of this issue.

The process of accepting the preferences works for new people but not for the old ones.

 

Thanks for your help on this

 

Kind regards

 

Miriam

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

Management of preferences for an individual types

SOLVE

Hi @MGarcíaAbad,

 

Luckily, there is a new beta which solves this:


Communication Preferences | Forms
Simplify how contacts resubscribe via form
October 31, 2024


What is it?

We are simplifying the process for previously unsubscribed users to start receiving marketing emails again for all portals.

 

If a contact submits a form associated with a subscription type(s), they will be automatically set as subscribed for the subscription type associated with the form. For Pro+ they no longer need to click the message ("Looks like you've opted out of email communication. Click here to get an email and opt back in") on the form to send an email to themselves and update their preferences. And for Free/Starter portals, they will just be subscribed.


Why does it matter?

Gain back previously unsubscribed users. Unsubscribed contacts who attempt to re-signup for email communications via a form will be subscribed without having to go through additional steps.


How does it work?

If a subscription type(s) is associated with a form, the contact will be set to subscribed on form submission.

 

If using legitimate interest in forms:

  • If the contact is "unsubscribed from all email" and a subscription type(s) is associated with the form they submit, then their portal/BU opt-out status will be removed and they will be subscribed to the subscription type(s) associated with the form.
  • If the contact is unsubscribed from some subscription types (they do not have a portalwide or BU opt-out) and a subscription type(s) is associated with the form they submit, then they will be subscribed to the subscription type(s) associated with the form.

If using the consent checkbox for communications in forms:

  • If the contact is "unsubscribed from all email" and the contact agrees by clicking the consent to communication checkbox when submitting the form, then their portal/BU opt-out status will be removed and they will be subscribed to the subscription type(s) associated with the form
  • If the contact is unsubscribed from some subscription types (they do not have a portalwide or BU opt-out) and the contact agrees by clicking the consent to communication checkbox when submitting the form, then they will be subscribed to the subscription type(s) associated with the form.
  • If the contact does not agree and fails to click the communication consent checkbox when submitting the form, then they will not be subscribed to the subscription type(s) associated with the form.

If no subscription type is associated with the form:

  • The contact will not be subscribed on form submission, there will be no change to their subscription status.
  • Your contact must navigate to their preference page to update their preferences if they were previously unsubscribed and want to receive email again.

Callouts and Omissions

  • For Pro+ users with the resub setting enabled on, the 'magic link' still appears at the moment, but is not required to be clicked on by the contact in order to be subscribed so long as a subscription type is associated with the form.
  • This applies to the HubSpot form builder experience. This works for new forms created via the legacy forms editor experience as well as the new (beta) forms experience. It will work for previously published forms if they have a subscription type(s) associated with them.
  • Learn more about how to associate subscription types with forms here.
  • This experience works for contacts that are either fully unsubscribed from all emails OR if they are unsubscribed from the subscription type associated with the form they are submitting.

Who gets it?

Marketing Hub (all)

 

You can find the update here:

 

karstenkoehler_0-1733846434760.png

 

Have a great day!

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

0 Upvotes
1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Management of preferences for an individual types

SOLVE

Hi @MGarcíaAbad,

 

Luckily, there is a new beta which solves this:


Communication Preferences | Forms
Simplify how contacts resubscribe via form
October 31, 2024


What is it?

We are simplifying the process for previously unsubscribed users to start receiving marketing emails again for all portals.

 

If a contact submits a form associated with a subscription type(s), they will be automatically set as subscribed for the subscription type associated with the form. For Pro+ they no longer need to click the message ("Looks like you've opted out of email communication. Click here to get an email and opt back in") on the form to send an email to themselves and update their preferences. And for Free/Starter portals, they will just be subscribed.


Why does it matter?

Gain back previously unsubscribed users. Unsubscribed contacts who attempt to re-signup for email communications via a form will be subscribed without having to go through additional steps.


How does it work?

If a subscription type(s) is associated with a form, the contact will be set to subscribed on form submission.

 

If using legitimate interest in forms:

  • If the contact is "unsubscribed from all email" and a subscription type(s) is associated with the form they submit, then their portal/BU opt-out status will be removed and they will be subscribed to the subscription type(s) associated with the form.
  • If the contact is unsubscribed from some subscription types (they do not have a portalwide or BU opt-out) and a subscription type(s) is associated with the form they submit, then they will be subscribed to the subscription type(s) associated with the form.

If using the consent checkbox for communications in forms:

  • If the contact is "unsubscribed from all email" and the contact agrees by clicking the consent to communication checkbox when submitting the form, then their portal/BU opt-out status will be removed and they will be subscribed to the subscription type(s) associated with the form
  • If the contact is unsubscribed from some subscription types (they do not have a portalwide or BU opt-out) and the contact agrees by clicking the consent to communication checkbox when submitting the form, then they will be subscribed to the subscription type(s) associated with the form.
  • If the contact does not agree and fails to click the communication consent checkbox when submitting the form, then they will not be subscribed to the subscription type(s) associated with the form.

If no subscription type is associated with the form:

  • The contact will not be subscribed on form submission, there will be no change to their subscription status.
  • Your contact must navigate to their preference page to update their preferences if they were previously unsubscribed and want to receive email again.

Callouts and Omissions

  • For Pro+ users with the resub setting enabled on, the 'magic link' still appears at the moment, but is not required to be clicked on by the contact in order to be subscribed so long as a subscription type is associated with the form.
  • This applies to the HubSpot form builder experience. This works for new forms created via the legacy forms editor experience as well as the new (beta) forms experience. It will work for previously published forms if they have a subscription type(s) associated with them.
  • Learn more about how to associate subscription types with forms here.
  • This experience works for contacts that are either fully unsubscribed from all emails OR if they are unsubscribed from the subscription type associated with the form they are submitting.

Who gets it?

Marketing Hub (all)

 

You can find the update here:

 

karstenkoehler_0-1733846434760.png

 

Have a great day!

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