IMPORTANT: Your CNAME and Domain records also need to be set up before creating your Subscription Lists.
Creating Subscription Lists will provide your readers the ability to manage for which topics they want to to receive emails or SMS messages and which topics they want to opt-out of.
Depending on whether your account is using the default opt-out Subscription Management method or Opt-In Subscription Management, you will want to choose the right tab below. If you are not sure which method your account is on, go to Settings > ClickDimensions Settings > Subscription Management Settings.
- D365 Opt-In Style
- D365 Opt-Out Style
Subscription Management vs. Unsubscribe Code Snippet
If you use the Unsubscribe Code Snippet link in your HTML email, your readers who click the link to unsubscribe will have a global Unsubscribe record associated with their Contact record. In the future that person will not receive any emails sent through Click.
Subscription Lists represent specific topics or correspondence, such as newsletters or event invitations, and when someone chooses to opt-out of one of those Subscription Lists, the Unsubscribe record is only associated with the Subscription List. If the recipient is opted-in to other subscription lists, they will still receive those communications; just not communications from the specific list they opted-out of.
Creating a New Subscription List Record
Start by creating a Subscription List record. Go to ClickDimensions > Subscription Lists, then click New to create a new Subscription List.
The Subscription List has two required fields: Name and Subscription Channel. Name should be some sort of descriptive text that indicates what types of correspondences the Subscription List relates to, such as newsletters or announcements, and Subscription Channel indicates whether this Subscription List will be used for Emails or SMS Messages. Once set, the Subscription Channel value cannot be changed.
NOTE: The Subscription Channel field is only available if your organization is using the Opt-In Subscription Management Style.
Click Save .
Using a Subscription List
When creating an Email Send or SMS message, you will be prompted to select a Subscription List that that communication is related to. Only recipients (individuals or members of Marketing Lists you are sending to) who have previously opted-in to that list will receive the communications. Any recipients who have opted-out or who have not provided a preference will be excluded.
If your organization is still using the opt-out subscription management method, there are some additional steps to using Subscription Lists. Please view the Opt-Out Style tab towards the top of this article.
Subscription Management vs. Unsubscribe Code Snippet
If you use the Unsubscribe Code Snippet link in your HTML email, your readers who click the link to unsubscribe will have a ClickDimensions global Unsubscribe record associated with their Contact record. In the future that person will not receive any emails sent through Click.
Subscription Lists contain Marketing Lists, and when someone chooses to opt-out of one of those subscription lists, the Unsubscribe record is only associated with the subscription list. The only time the recipient will not receive an email is when you send a Click email to the marketing list that is associated with the Subscription List the recipient opted out of.
How to use Click's Subscription Management
Before you begin, it's a good idea to brainstorm which Marketing Lists you will need to create, if you haven't done so already. Marketing Lists are at the core of Subscription Management, because that is the entity you'll use as a recipient when sending a Click email. Take some time and think about how you are going to organize your recipients into various Marketing Lists used for sending Click emails.
Creating a New Subscription List record
Start by creating a Subscription List record. Go to Settings > Subscription Lists
Click New in the ribbon to create a new Subscription List record.
A new Subscription List record will open. Enter a name for the list in the Name field.
Click Save.
Associate a Marketing List
Now, choose which Marketing List(s) you want to associate with this Subscription List. A Subscription List can contain many Marketing Lists, but a Marketing List is associated with only one Subscription List.
To associate a Marketing List with a Subscription List, click on the plus sign on the record above the Marketing List grid. Use the lookup field to the select the Marketing Lists you would like to associate with this Subscription List.
Remember, you will send your email to these Marketing Lists at some point in the future. The Marketing List(s) you choose can either be static or dynamic, or relate to Contacts. You can add more or remove Marketing Lists associated to this Subscription List at any time.
When you have selected your Marketing List(s), they will appear in the Marketing List subgrid.
Repeat these steps for every Subscription List you will need. Once you have created all of your individual Subscription List records, the next step is to place them into a Subscription Management page. This will be the page your subscribers will use to select which lists that want to receive communications from.
Changing or Removing Associated Marketing Lists from a Subscription List
If you change your mind about which Marketing Lists should be associated with a specific Subscription List, this can be adjusted any time. In order to remove the association between the Marketing List and the Subscription List, go to the record of the Marketing List you would like to re-associate.
Select the name of the Subscription List in the Subscription List lookup field on the Marketing List record. You can either choose a different Subscription List to reassociate with the Marketing List, or click backspace and delete the association. This will not delete the entire Subscription List, this will only remove the association between the two records.
IMPORTANT: Always do this from the Marketing List record; clicking the trash can button next to the Marketing List inside the Marketing List subgrid on the Subscription List record will delete the entire Marketing List.
Ready to use your Subscription Lists to gather preferences? Click here to learn How to Create a Subscription Management Page.
NOTE: When you are sending an email to more than 500 recipients it must have either a Subscription Management Page link or an Unsubscribe Snippet Link in it.