Setting up external preference center with granular preferences

[Lala-Pen]

Hello,

I'm in the process of implementing RT-CDP and AJO and trying to figure out the best approach for using an external preference center with granular preferences. There will be 6 different email options (newsletters, promos, etc.) that a customer can choose to opt-in/out. I've been reading the docs but am getting a little lost trying to piece it all together. Do I set up subscription lists? Do I set up separate channel configurations for each communication type and set opt-out at the channel level instead of identity level? Do I implement an opt-out API call on the external preference page to capture preference changes (https://experienceleague.adobe.com/en/docs/journey-optimizer/using/channels/email/email-opt-out#opt-...)? Do I set up the Consents and Preferences field group and Web SDK on the external preference page to capture preference changes (https://experienceleague.adobe.com/en/docs/experience-platform/xdm/field-groups/profile/consents)?

I would greatly appreciate any advice on this or links to guides I may have missed. Thank you!

[gengaipandi03 · Accepted solution]

Based your details, i can see the following suggestions. 

1. As you have more than one topic like newsletter, promos etc.. you should create the subscription list first and create the landing page with these options to optin or optout through email, you can collect these preference. 

2. once it is collected in subscription list, you can use it for your audience to include or exclude the profiles

3. For external preference, we need to use the api to update the profile in the preference and consent field group attributes. 

4. Use email (channel) for opt in or optout automatically from the email channel. 

5. Use subscription for all the other topics you have. 

Hope this helps, let me know if you need more details. 

[Lala-Pen]

It does help, thank you! Question, If someone unsubscribes from a subscription, will all communications in that subscription automatically halt for that person? For example:

1. Someone is in a journey with 2 email touchpoints.

2. They receive email 1.

3. They unsubscribe from the subscription.

4. Are they automatically exited from the journey or at least blocked from receiving email 2? Or is there an extra step that needs to be done to ensure their preference is honored?

[gengaipandi03]

yes, it works as per your expectation. Basically, from email 1 if a person unsubscribe then he will be excluded from email 2 automatically provided, we need to use the native landing page unsubscribe solution which automatically store the"XDM Individual Profile>  Consents and Preferences > Id Specific>  Marketing Preferences > Receive email>  Choice Value in the backend.