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A
Anonymous
November 13, 2015
Question

Communication Preference Center

  • November 13, 2015
  • 5 replies
  • 5533 views

Does anyone have any experience creating a communication preference center with Marketo? I'd love to be able to do this using Forms 2.0, but I'm wondering what kind of campaigns I need to create to manage it.

Thanks!

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5 replies

A
alex.stanton
Level 7
November 14, 2015

There are a number of threads in the community about how to set it up, like this one:Re: Can any help to create the Subcription Preference -just look for Subscription Preference for other ones.

Stijn_Heijthuij
Stijn_Heijthuij
Level 6
November 14, 2015

It's pretty easy to do if you're knowledgeable about Smart Lists and CSS.

For mechanics:

Create fields and Smart Lists based off those fields. Have someone check or uncheck the 'newsletter' field and create a Smart List of anyone who has the 'newsletter' field as checked. When sending a newsletter make sure you reference this Smart List in the Smart List of your Smart Campaign

For styling:

In your forms 2.0 you can create Fieldsets to group fields. These fieldsets can then be positioned wherever you want using CSS overrides. Take a look here , this was all done with Forms 2.0

    Diederik_Marte4
    Diederik_Marte4
    Level 4
    November 16, 2015

    We have created Email Preference Center

    But it only works for existing records. It's not to subscribe. It's our unsubscribe center. The idea is that people do not fully unsubscribe, but stay partially opt-in.

    6x Marketo Champion | Marketo Certified Solutions Architect (MCSA) | Marketo User Group Leader | International Speaker on Marketing Technology
      Aslihan_Ayan_Ha
      Aslihan_Ayan_Ha
      Level 6
      December 6, 2015

      Hi @Diederik Martens​,

      If someone new wants to subscribe to your communication, how do they subscribe if the email preference center does not allow this?

      Diederik_Marte4
      Diederik_Marte4
      Level 4
      December 7, 2015

      Hi, This one is only for existing leads/contacts, which can reach it through an unsubscribe link (preference link) in emails they already receive. But it could also work for new people, as for anonymous visitors, it would also show the fields email, last name, first name. Though we copied the form so we can really split subscribe from unsubscribe behavior.

      6x Marketo Champion | Marketo Certified Solutions Architect (MCSA) | Marketo User Group Leader | International Speaker on Marketing Technology
      A
      Anonymous
      December 7, 2015

      Usually what I do is use a form from froms 2.0.  Then give individuals choices via the form to add themselves to certain lists.  Campaigns then add them to those lists.  Or when I create campaigns I use the value fo that field as a filter.  for ex.  If optioptout = true then include\exclude.

      The other thing I do is give them an option to stop comunications for a given amount of time, say 90 days.  Then I add them to marketing suspended for 90 days if the select that option.

      A
      AlokRa4
      Level 10
      December 8, 2015

      Hi Kelly We have created more than 50 email preference centres in Marketo. Reach out at alok@grazitti.com to see some examples.

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