Campaign Manager - Creative Builder
Email PreferencesThe creation and use of Email Preferences are important tools to meet new GDPR legislation by allowing the marketer to set up multiple Email preferences for recipient meaning that those recipients can opt in or out of specific types of communications from a brand. Preference CreationPreferences are created in the Shared elements section of the Creative Builder screen. The default sorting of preferences is Created date, but it can be changed to sort by any of the other columns. Once created the Preferences can be used across any creatives and are also used to load recipient preference changes into Email Manager. See list loading. To create a new preference
Once a Preference has been created you can Edit the preference by double clicking or highlighting and clicking on the Edit button.
Assigning Preferences to a creativePreferences should be initially created in the Preferences area of Shared Elements. Preferences created in Shared elements are then available to all creatives. By default, each new creative has no preferences assigned. Having no preferences assigned allows each new creative to be sent to any audience. It is not restricted by the recipients associated preferences. Standard unsubscribes though are still honoured. As you build out your preferences you may want to restrict a creative from being sent to a recipient unless they have suitable preferences set. This allows you a final control measure should your audience selection or segmentation go wrong. To assign a preference to a creative.
You can select multiple preferences. If multiple preferences are selected they work as “ORs”. The email will be deployed to any recipient that holds at least one of the selected preferences. Once assigned the Preference will show in the Creative Elements section. To remove a preference, highlight the row and click Remove.
importing preferencesIf you are using Campaign Manager for all your campaigning requirements you will need to follow this process to push updated preferences into Email Manager. The import to Email Manager tool can be used to manually load lists containing preference information into Email Manager. Alternatively as part of a campaign process you can automate the upload of the latest preferences by adding the Email Manager import tool into a document and triggering this as part of the campaign. This ensures the preferences information is up to date within Email Manager before your campaign starts. The import to Email Manager tool can only be used to load preferences for a brand new list and it is not possible to add/amend preferences for existing lists. Unlike standard fields Preferences are list agnostic. For this reason, they act subtly differently from standard list fields when loaded. The Preference name acts as the import key. Load a list with a column header that matches your preference name (not display name). Preferences should be used to opt recipients in or out of the preferences: Opt in = 1, True Opt Out = 0, False With the preference mapped you load the list as normal.
|
![]() |
© Alterian. All Rights Reserved. | Privacy Policy | Legal Notice | ![]() ![]() ![]() |