TT – Manage Email Subscriptions

Within OpenCRM you can set up and manage your customer’s subscriptions. What’s more, via the customer portal, your client base also has the ability to manage this themselves! This Tuesday Tip video demonstrates how you can do this.

This feature is about so much more than meeting your GDPR requirements. Giving your customers the tools to manage which communications they receive from you gives you a better chance of running successful campaigns in the future.

Learn how to build your subscription lists, view which of your customers subscribe to them, and create the necessary links for your emails that allow your customers to manage these preferences.

This video will also walk you through some of the settings options available to you that let you configure this feature to suit your business.

Tom will also show you what your customers will see when they follow the links to your portal, where they can manage their email preferences.

This video is part of our Tuesday Tips series, a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?

Video Transcript:

Hi – in today’s Tuesday Tip video we’re going to look at how you can get your clients to opt into, and manage, their mailing subscriptions.

This can help you with your GDPR compliance.

So here are the subscriptions I currently offer.

I want to let my clients decide if they want to receive a monthly newsletter, or if they want to subscribe to a new product information list, or get news about special offers.

With your subscriptions in place, you need to give your contacts a way of updating them.

The way to do this is by creating a link in an email that allows your contact to manage their preferences.

At this stage if you want to link the email to a specific marketing campaign, you can select a campaign to link back to – otherwise just click the generate button to create the link and paste this into your template

It’s important that you leave the hide email preferences box unticked, as the purpose of this exercise is to enable your contacts to opt into lists.

There’s also an additional setting that you need to enable – tick this option to show all available mailing lists in portal/ manage email preferences.

Once that’s done you can save your email template and it’s good to go.

Now to view this from a customer perspective – clicking on the link will take them to a page that looks like this.

As you can see the subscription options are all listed.

I’m going to select monthly newsletter and hit update.

If we now flip back to OpenCRM and I refresh this contact record, you can see the subscription list has been updated.

So there you have it – an easy way for your client base to self-manage their email preferences.

Thank you for watching.