In this article, we’ll give an overview of how to link one or more Contact Preferences to Dotdigital. We’ll also cover how unsubscribes are managed and how your Customers can manage their own Contact Preferences online.
Before reading this article, make sure you are familiar with:
VIDEO: If you're new to Contact Preferences, take a look at our Contact Preferences, Tags and Customer Attributes concept video.
How do Contact Preferences link to Dotdigital?
Linking Contact Preferences to Dotdigital lets you keep an up to date record of email consent across both Spektrix and Dotdigital.
Customers can agree to linked Contact Preferences through sign up forms, when making purchases online or in the Box Office. Once a Customer consents, they’ll automatically be included in any Customer List Segments which include that Contact Preference.
If you have two or more Contact Preferences linked to Dotdigital, when a Customer registers through an online sign-up form, all linked email Contact Preferences will receive the yes response.
If a customer's Contact Preference is set to Yes or Not Asked in Spektrix and they click an Unsubscribe link in an Integrated Email campaign, they are immediately placed on the suppression list in Dotdigital and the Customer’s Contact Preference is updated to a No in Spektrix during an overnight sync.
Customers can manage their own Contact Preferences by logging into their account. This includes resubscribing to Contact Preferences they have previously opted out of.
TIP: If your website uses a custom API sign-up form, you can work with your web developer to make different Contact Preference options visible to the customers on your website.
How to link Contact Preferences to Dotdigital
When setting up or editing Contact Preferences, check the box This preference is linked to dotdigital.
This should only be used for Email Contact Preferences:
REMINDER: All linked Contact Preferences will automatically be set to No if a Customer clicks an Unsubscribe link in a Dotdigital Email Campaign.
How to set up a default Preference Centre
If a Customer unsubscribes by clicking an Unsubscribe link sent in an Integrated Email campaign, they will be unsubscribed from all Contact Preferences linked to Dotdigital in Spektrix. This means that if you have multiple email Contact Preferences linked to Dotdigital simultaneously, Customers won’t have a choice of which emails they are opting out of and will automatically be opted out of all linked email Contact Preferences.
You can give Customers the option of managing their Contact Preferences by including a link to the My Account page alongside your Unsubscribe link in emails.
You can update your default Preference Centre link (URL) in the Account Settings section of your Dotdigital account. This link should go to your Spektrix Account page filtered to Preferences.
To set the link go to Settings > General > Account Settings.
TIP: To access Account Settings, you will need to be the Account Owner of your Dotdigital account.
Under the Unsubscribe and preference centre settings heading, update the following details:
- When a contact requests to unsubscribe: choose Show the unsubscribe page.
- When a contact requests to change marketing preferences: choose Show a custom preference centre on a URL
- Enter the URL of your My Account Page filtered to preferences. To find this URL, follow the steps in the next section.
Once you have set your default Preference Centre URL, when you are building your Dotdigital email campaigns, you can insert the Preference Centre link into your emails without having to replicate URL:
Additionally, you may also want to add clarity to your Unsubscribe link.
For example, adding text before the Unsubscribe link which reads:
If you would like to unsubscribe from ALL email communications, please click here: Unsubscribe.
How to find your My Account preference page
Follow the steps below to learn how to find the link to the Contact Preferences page of the My Account iframe.
If you're using an iframe subomain, the first part of your iframe URL will be:
https://tickets.yourwebaddress.com/yourclientname/website/secure/MyAccount.aspx?Screen=preferences
- Replace tickets. with your subdomain
- Replace yourwebaddress.com with your website address
- Replace yourclientname with your client name
If you are not using an iframe Subdomain, the first part of your iframe URL will be:
https://system.spektrix.com/yourclientname/website/secure/MyAccount.aspx?Screen=preferences
- Replace yourclientname with your client name.
TIP: To find your My Account iframe link, you can use the iFrame URL Generator on the Integrate Portal.
Resubscribes
Customers can choose to resubscribe to Contact Preferences they have previously opted out of.
This can be done in two ways:
- By managing their Contact Preferences in their online account
- A Sales User can update Contact Preferences on the Customer Record
If you have multiple synced preferences, Customers will only be resubscribed the preference/s they choose to be resubscribed to.
When a preference is changed from No to Yes, an email is sent to the Customer to confirm the resubscribe. You can edit the contents of this email by following the steps in Customise the Resubscribe Confirmation Email on the Dotdigital Help Center.
Further Reading
To continue learning about Sending Email Campaigns and Mailings, Contact Preferences, and configuring Spektrix System Emails take a look at the Communicate with your Customers section of the Support Centre.
You may also be interested in reading:
- Contact Preferences
- Introduction to Dotdigital
- Managing Unsubscribes and Suppressions
- Sign up forms
- Partner Companies Contact Preferences