We want to create a additional subscription type only visible for Partners

[MariaN3]

Hi,

we would like to create a separate subscription type for our partners (Partner News), as they receive different content than our marketing opt-ins. But only Partners should see this type at our subscription center. Does anyone have experience with this?

So far we are working with lists.

Thanks in advance,

Maria

[karstenkoehler]

Hi @MariaN3,

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

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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!

[MariaN3]

Hi Karsten,

Thank you for the update.

Unfortunately we are use Marketing Hub Pro.

Best regards,

Maria

[rdk21]

is this still not on the road map??? come on

[jschroeffel]

Man.  Once again a client request for something simple that cannot be done.  The client has a subscription type as their employee newsletter, but I can't hide that from the system page easily.  Uber frustrating.  

[karstenkoehler · Accepted solution]

Hi @MariaN3,

This is currently not supported in Professional subscriptions but has been requested by a lot of other users in the HubSpot Ideas section of the community. I'd recommend you upvote the thread and leave a comment with your use case. At the moment, the product team has categorized this as "Not currently planned".

Towards the end of the first page of that thread there is a post by @anders_grove about hiding a subscription type using JavaScript "by force".

Additionally, there is currently a BETA for Enterprise users for multiple preference groups and multiple preference pages: https://knowledge.hubspot.com/email/manage-preference-groups-for-your-email-subscriptions This would solve your problem but would not be inluded in the Professional license.

One option would be that you don't hide the subscription type for partners at all. It would still show up on the preference page. I guess it's not a secret that you're working with partners and it's also unlikely that a lot of contacts would find this subscription on their preference page and think "I'd love to be subscribed to this". For those few contacts who do, you could work with a suppression list used on those emails that are send with this partner subscription type. (The list would include all contacts who are not partners.)

Best regards!