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Preference groups

How do you get customers to specify their e-mail preferences? And why would you want to do this? You'll read all about it in this article.

Carola avatar
Written by Carola
Updated this week

Preferred groups allow your customers to determine the frequency and/or type of emails they wish to receive. Instead of an immediate hard unsubscribe, you give customers an extra option. With preference groups, you can ask your customer which emails he or she is interested in.

Content of this article:

  • Why set up preference groups?

  • Setting up preference groups

  • Setting up a landing page

  • Using preference groups

    • Adding a link to preference groups in an email

    • Sending an email to a particular preference group

Why set up preference groups?

There's a difference in whether people actually want to unsubscribe from your newsletter or just change their preferences. By default Reloadify provides an unsubscribe link at the bottom of your newsletter. When your customer clicks this link, they are unsubscribed immediately.

To prevent clients from unsubscribing immediately, you can give them the option to change their preferences.

Setting up preference groups

Under settings you will find Preference Groups. Here you will find default preference groups. These are set as follows:

  • Global

  • Newsletters

    • New products

  • Triggers

You can think of the group "Global" as an umbrella group. With this a customer indicates that he wants to receive e-mails from you. In the "Global" group, he can indicate which e-mails he wants to receive: "Newsletters" and/or "Triggers". Under "Newsletters" is still the "New products" group.

You can modify existing preference groups, or create completely new groups. To edit a preference group, click the three dots and click "Edit." To create a new preference group, click "New group" in the lower right corner.

In the preference group settings, enter the following:

  • Name: customers do not see this name. For example: "Newsletter once a month".

  • Part of: with this option you indicate under which category the preference group falls. For example: "Newsletters".

  • Preference group information: here you specify the settings that the customer does see. You enter this information per language of the web shop.

    • Label: this is the title of the preference group. Give the preference group a clear label with which your customers understand what they are signing up for. For example: "Newsletter once a month".

    • Description: this is the description of the preference group. For example: "Receive our newsletter once a month".

Setting up a landing page

Your preference group settings are in place. To allow customers to indicate their preferences, you need a landing page. Here you use the default landing page for this: "Preferences page". Click on the three dots to open the page and style it to your liking. Tip: Link a new success page to the preferences landing page. After all, the customer does not unsubscribe, but adjusts their preferences.

❗️ Always use the default landing page "Preferences page". Only on this page can you place the appropriate form.

πŸ‘‰ Important: you need to verify your landing pages before you can actively use your preference groups.

Designing the preferences page

The preferences page comes with the preferences form by default. You can't style this form. The rest of the page can! This way you can still add a personal touch to this page.

In the editor, the preferences page looks like this:

Live, the page looks like this:

πŸ‘‰ Important: When your customers click 'change your preferences', nothing has changed for them yet. Only when your customer has clicked 'save preferences' the changes will be saved.

Using preference groups

The preference groups are set and the landing page is live. Time to use the preference groups!

Adding a link to preference groups in an email

You can add the link to the preferred groups landing page in the footer of your email. The text in the footer can look like this:

"No longer interested? Indicate your preferences or unsubscribe."

Select the text where you want to place the link to the preferences page. In the toolbar, choose "Special links" > "Subscription" > "Mail preferences link."

Sending an email to a particular preference group

When creating an email, you will find the "Preference Group" option (under the campaign name) in step 1. Here you select the desired preference group. Only those profiles who are registered for the particular preference group will receive this email.

πŸ’‘ Tip: always test with a test email whether the right links have been added in your email and whether your landing page is as completely as you want it.

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