Subscription types, any way to have private lists for internal sending?

[cbuoscio]

Hello,

We send marketing emails to staff and internal network partners.

I've set up subscriptions for the lists but don't want our general public customers to be able to subscribe to these private lists.

Any way around this?
Thanks,

Chris

[karstenkoehler · Accepted solution]

Hi @cbuoscio,

There are a few ways to approach this but none is really satisfying.

One way would be to adjust the preference page template using JavaScript and simply hiding the elements of that page that correspond to the subscription types you don't want to show. It's not beautiful but it works.

If you want to get multiple preference pages, the only way to achieve that is currently through business units. You would have one external business unit, one internal, each with their own preference pages. Subscription types would be linked to business units and the preference page determined by the subscription type chosen for the email.

Lastly, you could consider building a process that simply does not require a subscription type. As opposed to capturing consent within a subscription type, simply capture it with a custom contact checkbox for employees and partners, then send the email with your regular marketing subscription type.

Best regards!

[karstenkoehler · Accepted solution]

Hi @cbuoscio,

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!

[karstenkoehler · Accepted solution]

Hi @cbuoscio,

There are a few ways to approach this but none is really satisfying.

One way would be to adjust the preference page template using JavaScript and simply hiding the elements of that page that correspond to the subscription types you don't want to show. It's not beautiful but it works.

If you want to get multiple preference pages, the only way to achieve that is currently through business units. You would have one external business unit, one internal, each with their own preference pages. Subscription types would be linked to business units and the preference page determined by the subscription type chosen for the email.

Lastly, you could consider building a process that simply does not require a subscription type. As opposed to capturing consent within a subscription type, simply capture it with a custom contact checkbox for employees and partners, then send the email with your regular marketing subscription type.

Best regards!

[cbuoscio]

Karsten,

Option 3 seems the best solution.

Many thanks!

Chris