Email Experience Manager

Configuring the Preference Center

Abstract

Using the Preference Center, customers can opt in or out of email campaigns.

The Preference Center allows a contact to opt in or out of one or more marketing categories for a specific manager root. A contact's marketing category preferences can be used for segmentation (for example, to create segmented lists) or as conditions within Marketing Automation. You configure the Preference Center options in the Content Editor.

Sample EXM templates include hyperlinks in the footer of the email message that allow customers to join related email campaigns or opt out of selected campaigns. These are found in the Content Editor at: /sitecore/templates/Branches/System/Email/Messages/One-Column Message/$name/Message Root/Footer  and /sitecore/templates/Branches/System/Email/Messages/Two-Column Message/$name/Message Root/Footer.

When a customer clicks a hyperlink the Email Preference Center opens.

PreferenceCenter.png

When a contact selects I do not want to receive any emails from Sitecore. Unsubscribe me from all and clicks Update Subscriptions, the contact is added to the global opt-out list for the manager root associated with the preference center.

When a contact selects any number of marketing categories and clicks Update Subscriptions, the following occurs:

  • The contact is removed from the global opt-out list for the associated manager root.

  • The ExmKeyBehaviorCache facet on the contact is updated. For each marketing category the following is specified:

    • Marketing category id

    • Manager root id

    • Preference

    • Timestamp

Segmentation

The rule where the contact has (not) subscribed to marketing preference for the manager root allows you to take advantage of the marketing category preferences selected by a contact. This rule makes it possible to segment on specific marketing category preferences for specific manager roots in cases where the contact has subscribed or unsubscribed.