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Managing Preference Center in AJO

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Im curious if anyone has a use case for setting up and managing a preference center in AJO. I have a client who has multiple email preferences (newsletter, events, products, education) as well as a global opt out option. I created a journey in AJO to send an initial email to allow users to update their preferences, and using a condition, send them a follow up email confirming their preferences. The issue im seeing is when I reference the segment for the subscription list. The segment created by the subscription list is batch evaluation, which means a wait step of 1 day is needed in the journey in order for the evaluation to complete. Every time I test the journey flow, the follow email step is never reached. If anyone has any best practices for creating and managing a preference center in AJO, that would be super helpful!

1 Accepted Solution

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Correct answer by
Employee Advisor

@RyanMoravick ,

Here are a few best practices that you might find helpful:

  1.  Consider using an external preference center rather than building one in AJO. An external preference center can give you greater control over the user experience and allow you to more easily manage email preferences across multiple channels, including email, SMS, and push notifications.

  2. If you need to evaluate segments in real-time, consider using a streaming evaluation rather than a batch evaluation. Streaming evaluation allows you to evaluate segments in real-time as customers interact with your brand, whereas batch evaluation requires a wait step before the evaluation is completed.

  3. Test your journeys thoroughly before launching them to your customers. Make sure that you have properly configured all of the conditions and settings, and use test data to simulate different customer scenarios. Once your journeys are live, use data and analytics to optimize their performance over time.

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1 Reply

Avatar

Correct answer by
Employee Advisor

@RyanMoravick ,

Here are a few best practices that you might find helpful:

  1.  Consider using an external preference center rather than building one in AJO. An external preference center can give you greater control over the user experience and allow you to more easily manage email preferences across multiple channels, including email, SMS, and push notifications.

  2. If you need to evaluate segments in real-time, consider using a streaming evaluation rather than a batch evaluation. Streaming evaluation allows you to evaluate segments in real-time as customers interact with your brand, whereas batch evaluation requires a wait step before the evaluation is completed.

  3. Test your journeys thoroughly before launching them to your customers. Make sure that you have properly configured all of the conditions and settings, and use test data to simulate different customer scenarios. Once your journeys are live, use data and analytics to optimize their performance over time.