How do I set up subscriber preferences and preference descriptions?

Offering preferences allows your customers to select the lists they would like to receive on a regular basis. As a result, you will be targeting your lists to the right subscribers from the very start. You’ll benefit with higher engagement rates and better inbox delivery as ISPs use subscriber engagement as a key benchmark for filtering your messages.

 

 


Topics covered in this article:

Preference Introduction

Preference set up

Preference Descriptions

Enabling preferences for your WordFly Signup subscribe and unsubscribe landing pages

 

 

 

Preference Introduction

 

In WordFly you can set up any number of preferences for your subscribers to tell you what news they want to hear from you. Preferences most commonly show up on subscribe and unsubscribe pages. In WordFly you can enable your preferences to show up on the WordFly Signup subscribe page and WordFly two-step unsubscribe page.

 

Preferences in WordFly live as Data Fields. Even though you create preferences under Account > Preferences the actual preference itself is a data field that you can then use in dynamic tags for conditional content in email templates or use to segment your lists in an email campaign.

 

When a subscriber checks a preference on your subscribe or unsubscribe page they are opted in to that preference and unchecking a preference will mean they opted out. In WordFly you can see any of the subscriber's preferences under Subscribers > Subscriber Search. Search for the subscriber and when you open their profile you will see preferences at the end of the page.




*Are you a Tessitura integrated WordFly account? Learn more about setting up preferences in this post!

 

 

 

Preference set up


It just takes a few steps to set up your preference options.

 

1. Go to Account.


Menu_Account.PNG

 

2. Select Preferences.


account_prefs.PNG

 

3. Click on the ‘Add’ button to start adding your preferences.

Simply type in the name of your preference. There is no limit. Add as many as you need for your organization.

 

Preferences to consider:

  • Monthly Newsletter
  • Weekly updates
  • Upcoming shows
  • Special discounts
  • Mobile updates

account_prefs_add.PNG

 

4. Reorganize your preferences to display in the order you would like on your subscribe and unsubscribe landing pages.

Use the reorder icon to the left of the preference to move it up or down in the list.

account_prefs_reorder.PNG

 

5. Click “Save”.
Save.PNG

 

 

 

Preference Descriptions

 
Each preference can have a description display below it when the subscribe and unsubscribe form are presented to the subscriber. Since preferences are data fields in WordFly, you will go to Subscribers > Data Fields to add descriptions to your preferences.
 

To add descriptions for each preference

After you've added your preferences on the Account > Preferences page, you'll check the box for Show description for preferences. Then you'll add descriptions to preferences under Subscribers > Data Fields.

 

1. Go to Account.


Menu_Account.PNG

 

2. Select Preferences.


account_prefs.PNG

 

3. Check the box for Show descriptions for preferences.

 

4. Click “Save”.
Save.PNG

 

5. Go to Subscribers > Data Fields

Menu_subscribers_datafields.PNG

 

6. Find the preference you'd like to update.

 

Filter by the Preference column. Any data field that is a preference will have a dot by it.

Subscribers_datafields_preferences.PNG

 

7. Click the preference name and then select View/Edit.

 

This will take you into an editing window to edit the preference.

Subscribers_datafields_preferences_viewedit.PNG

 

8. Enter your text in the Description field.

Subscribers_datafields_preferences_viewedit_description.PNG


9. Click Save.

Save.PNG

 

 

 

Enabling preferences for your WordFly Signup subscribe and unsubscribe landing pages


When you are done and have all your changes saved, move onto your WordFly Signup subscribe and unsubscribe page set up.

 

 

 

 

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