Setup a user portal where anyone can their their subscription status | Community
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A
Anonymous
February 22, 2015
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Setup a user portal where anyone can their their subscription status

  • February 22, 2015
  • 6 replies
  • 1737 views
Hi, we are considering seting up a public portal where anyone of our leads can quickly check whether they are subscribed/unsubscribed. Anyone has experience setting this up?
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Best answer by Natali_Talevski
Hi Abdallah,

You could create one as a landing page that has the subscription fields as either tokens or a pre-filled form on the page. This way, if a lead goes to the page, the form/tokens will prepopulate with the values that are against the subscription fields on that lead's record and they will be able to see what they are subscribed to.

Just note that this will only work if they are cookied and form pre-fill is enabled for the form option. I would personally go down the pre-filled form route as you can also use it to allow leads to subscribe to receive communications.

6 replies

Josh_Hill13
Josh_Hill13
Level 10
February 22, 2015
Do you mean an email subscription management page?

If so, then yes. Lots of material out there. Here's a good place to start:
http://www.slideshare.net/jdavidhill/marketo-email-reputation-management

If you meant a way to look at their product details, then you should do that via your product.
A
Anonymous
February 22, 2015
@Josh - thanks for the document. I was more looking for a simple portal where anyone can check their email subscription status. We do have the settings in our product but I wanted anyone to have the ability to quickly check their email status.
A
Anonymous
February 22, 2015
@Josh - thanks for the document. I was more looking for a simple portal where anyone can check their email subscription status. We do have the settings in our product but I wanted anyone to have the ability to quickly check their email status.
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Natali_TalevskiAccepted solution
Level 4
February 23, 2015
Hi Abdallah,

You could create one as a landing page that has the subscription fields as either tokens or a pre-filled form on the page. This way, if a lead goes to the page, the form/tokens will prepopulate with the values that are against the subscription fields on that lead's record and they will be able to see what they are subscribed to.

Just note that this will only work if they are cookied and form pre-fill is enabled for the form option. I would personally go down the pre-filled form route as you can also use it to allow leads to subscribe to receive communications.
Josh_Hill13
Josh_Hill13
Level 10
February 23, 2015
Abdallah,

If you search the Community for "subscription management" you can see some options. The document I provided should have several examples.
  • Page
  • Form
    • place fields as Natali suggests with prefill set to ON
  • TY Page
    • this confirms the changes and uses tokens to display the settings. You may need javascript to change T/F to something for humans.
  • if the settings come from your product, make sure they are in Marketo or you use the API to bring them in.
A
Anonymous
February 23, 2015
@Josh - thanks!

@Natali - I like your suggestion. I will give it a try since I am looking for a very simple page where leads can check their status if desired.
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