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Edward_Masson
Edward_Masson
Level 10
February 18, 2015

How to build a Marketo Subscription Center

  • February 18, 2015
  • 19 replies
  • 14018 views

With the launch of the new Forms 2.0 from Marketo, I wanted to update an oldie in Marketo Community; Subscription Management. A Marketo Subscription Center. Below is a presentation I did last February at the Boston Marketo User Group.

The old Marketo subscription center needed JQuery to check and unchecked boxes of the users unsubscribe and choices. This can be daunting to someone who does not have coding experience.

I wanted to focus around creating smart lists and smart campaigns to do the heavy lifting. Having a smart campaign trigger to listen to changes to static lists using custom fields of topics to subscribe to by opting in and opting out. And of course play with the new Forms 2.0. Feel free to download from SlideShare or attached PDF.

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    19 replies

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    A
    Anonymous
    May 28, 2015

    In this case null = false is ok, I think since it means they have not opted in to the subscription. In other cases I could see that being a problem. I decided to use boolean instead of checkbox at first because it simply was not an option in the dropdown list of the admin area when I was creating a "New Custom Field".

    Checkbox was however an option in the form area.

    A
    Anonymous
    June 18, 2015

    Great question! I was wondering that myself. @Ed Masson, is there a reason to do static list over smart lists?

    A
    Anonymous
    August 13, 2015

    Is there a link to the archive of this webinar somewhere and not just the slides?

    Edward_Masson
    Edward_MassonAuthor
    Level 10
    August 18, 2015

    There was no webinar. I just wrote it up and made a PPT for a User Group meeting.

      Converto_Admin
      Converto_Admin
      Level 1
      August 30, 2015

      Hi,

      this was one great write up, thanks!

      one thing that bothers me is how to enforce the use of the subscription/optout lists in email campaigns moving forward. unlike the default unsubscribe process, it seems that for this kind of process to work everyone operating marketo must be:

      1. aware of the lists and how to reference them

      2. know which type of email is being sent out in a specific campaign in order to reference the right list

      I wonder if you or anyone else can shed some light on this.

      thanks again,

      Idan.

      A
      Anonymous
      October 5, 2015

      Sorry if I am missing the reply to the other similar questions, but we are in the process of building a subscription center and I am very interested in why you chose to create both Smart and Static lists?  Is it to counter a delay in refreshing the Smart List? 

      Andy_Varshneya1
      Andy_Varshneya1
      Level 7
      October 6, 2015

      No, you're right about that. I actually avoided a lot of complexity by avoiding the smartlists altogether. I simply have a trigger campaign that sets the values to true when a lead is created, and then use the different opt-in fields as filters in the smart list of my outbound email campaigns.

      A
      Anonymous
      December 22, 2015

      I have the same question as Maria - why create both smart and static lists?

      Grégoire_Miche2
      Grégoire_Miche2
      Level 10
      February 10, 2016

      This idea would come handy to support the subscription center:

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