Can I replace the Email Preference Center with a Link to a Form

[MSwager]

Hi All,

We are new to Hubspot and historically have saved our email preferences as Contact Properties rather than subscriptions. Is it possible to make our master email footer have an Email Preference Center that is essentially a Form with check boxes that allow contacts to check/uncheck what they want based on product/type of communiction (which would sync back to Salesforce fields) and then pair that with the Unsubscribe button?

Thank you,

Michelle

[BSmith08]

In order to do that you would need to create a custom module. I found an article here that goes through the steps of doing that. Hope it helps!

[lstepany]

Hi @BSmith08  why can't I access the article you have shared?

[BSmith08 · Accepted solution]

Hi Michelle, 

While I would recommend you use subscriptions for this, it is possible. As mentioned you can use checkbox fields in your form for each of the email types you would like to have as categories. Then you can have an unsubscribe from all emails option as well at the bottom. 

For anyone who fills out the form and does not check a particular subscription type, the opt-in property would read "no". 

With this logic, you could make your email lists for your newsletter is people who are subscribed and the property "newsletter opt-in" is not "No". (they either would be opted in or would be neutral)

Where you may run into issues is with the look of the form, for instance in the hubspot form if someone opts out of all emails, it would grey out all the other checkboxes, but in this case your form would allow the user to select others as well as shown in my example, which might be confusing for the end user.

Although a developer on your team could probably solve for this.

Another thing to consider is that you may want to use workflows to keep the hubspot subscription properties up to date with these, this will keep your data cleaner should you want to use hubspot subscriptions down the road. 

You can set a workflow up to listen for form fills on the preference centre form, then branches for each of the preferences. For example "if newsletter opt in is no then update newsletter subscription on the subscription type". 

Let me know if you have any questions. I hope this helps! 

Ben

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[MSwager]

Thank you! Do you know how to replace the standard email preference center link with a custom link in the email footer of the emails?