Legacy: Create and manage a preference

If your account already works with interests instead of with interest labels and preferences, you can find more information here.

Preferences are a great way to find out what information your contacts find interesting and want to see more of. You can add a list of preferences in your opt-in form. That way your contacts can indicate if they wish to see more of certain information or products when filling in your opt-in form. You can also use preferences to segment your contacts, use them in a workflow or you can send campaigns based on certain preferences.

This article will show you how to create and manage your preferences.

Create a preference

  1. To create a preference, go to Contacts > Preferences section of your account.

  2. Here you will be able to see all the preferences you have created so far. Next, click on Add new preference.

  3. Enter the Name of your preference. The name of the preference will only be visible to you. Then enter the Label of the preference. The label is what your contacts will see. You can also provide additional information in the Description, which your contacts will be able to see. Then click on Save.

Manage a preference

Click on the gear icon next to a preference to view all the management options. 

Display all contacts with this preference

View a list of all the contacts with this preference. Here you can remove specific contacts from the selected preference by clicking on the gear icon next to that contact.

Export all contacts with this preference

Export all contacts in a CSV file. Here you can also specify certain fields you would like to export.

Apply or remove preference

With this option you can choose a certain segment from your database and add the contacts from that segment to the selected preference or remove them from it.

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