In this article, we will cover the different records that are created when someone submits their subscription preferences using a Subscription Page, Form, or the ClickDimensions Import Tool.
Goals
- Learn about the reporting ClickDimensions offers for Subscription Management Page submissions
- Learn about how to see through which channels a Lead or Contact opted-into or opted-out of your communications.
- UCI
- Legacy View
Posted Subscription Records
The Posted Subscription record provides a summary of all of the preferences given during the submission of a Subscription Page.
Name: The Name of the Subscription Page that was submitted.
Subscription Page: A link to the Web Content record of the Subscription Page that was submitted.
Campaign: The CRM campaign that the Subscription Page is associated with.
Domain: The Domain record associated with the Subscription Page.
Email Send: The Email Send from which the Subscription Page was accessed.
Submitted On: Indicates when the Subscription Page was submitted.
Lead/Contact: Indicates which person in your Dynamics environment submitted the Subscription Page.
Account: Indicates the parent account of the Lead or Contact who submitted the Subscription Page.
Visit: The visit record generated when the Subscription Page was accessed.
Auditing: The Auditing tab of the Posted Subscription record shows what the Subscription Page looked like when the Lead or Contact provided their preferences.
NOTE: The Auditing frame will only show the base Subscription Page itself; if any preferences on the page were pre-populated when the submitter accessed the page, that will not be displayed here.
Where to Find Posted Subscriptions in Dynamics
1. A Global View of Posted Subscriptions is located in Web and Events > Posted Subscriptions.
2. You are also able to view Posted Subscriptions on a Lead or Contact level by scrolling to Posted Subscriptions under the Contact/Lead's Related tab.
Posted Preference Records
Each Posted Subscription record comes with individual Posted Preferences records. These records are created for every Subscription List that is listed on your Subscription Page, and they record the specified preference for each list (i.e. In or Out).
For example, if you had three Subscription Lists as options, three Posted Preferences records will be created.
The Posted Preference record represents a specific individual's subscription preference for a particular Subscription List and contains various information about the how the preference was obtained.
Name: The name of the subscription list for which this is a preference.
Subscription List: A link to the Subscription List for which this is a preference.
Preference: Preference indicates if the Lead or Contact opted-into the list or opted-out of the list.
Posted Subscription: The parent Posted Subscription record that the Posted Preference is associated with.
Posted Form: Indicates if the Posted Preference was created from a Form Submission instead of a Subscription Page Submission.
Subscription Channel: Indicates if the relevant Subscription List's Subscription Channel value is set to Email or SMS.
Method of Submission: Indicates how this Posted Preference was obtained from the Lead or Contact.
Created via Import: Indicates if the Posted Preference was created the ClickDimensions Import Tool.
ClickDimensions Import: A link to the ClickDimensions Import tool instance which created the Posted Preference.
Submitted On: Indicates when the Posted Preference was provided by the Lead or Contact
Lead/Contact: Indicates which person in your Dynamics environment submitted the Subscription Page.
Account: Indicates the parent account of the Lead or Contact who submitted the Subscription Page.
Where to Find Posted Preferences in Dynamics
Posted Preferences can be seen in several places within Dynamics in the UCI view:
1. The Posted Preferences are visible from the parent Posted Subscription record under Related > Posted Preferences.
2. Posted Preferences are also visible on a per-Lead or per-Contact basis within the Lead or Contact's Record's Related tab under Related > Posted Preferences.
How ClickDimensions Excludes a Recipient Using Subscription Management
Posted Subscriptions and Posted Preferences exist for record-keeping purposes; they are not the records that control whether or not a recipient receives an email or SMS message. This is handled by the Unsubscribe records, and if you are on the ClickDimensions Opt-In Subscription Management method the most recent preferences are held by ClickDimensions for a faster send process. Preferences must be created via the subscription page, a form, or the ClickDimensions Import Tool and these methods should also update the preferences for the recipient when directly linked to your Subscription Pages.
Posted Subscription Records
The Posted Subscription record provides a summary of all of the preferences given during the submission of a Subscription Page.
Name: The Name of the Subscription Page that was submitted.
Subscription Page: A link to the Web Content record of the Subscription Page that was submitted.
Submitted On: Indicates when the Subscription Page was submitted.
Campaign: The Campaign that the Subscription Page is associated with.
Domain: The Domain record associated with the Subscription Page.
Email Send: The Email Send from which the Subscription Page was accessed.
Lead/Contact: Indicates which person in your Dynamics environment submitted the Subscription Page.
Account: Indicates the parent account of the Lead or Contact who submitted the Subscription Page.
Visit: The visit record generated when the Subscription Page was accessed.
Auditing: The Auditing section of the Posted Subscription record shows what the Subscription Page looked like when the Lead or Contact provided their preferences.
NOTE: The Auditing frame will only show the base Subscription Page itself; if any preferences on the page were pre-populated when the submitter accessed the page, that will not be displayed here.
Where to Find Posted Subscriptions in Dynamics
1. A Global View of Posted Subscriptions is located in ClickDimensions > Posted Subscriptions.
2. You are also able to view Posted Subscriptions on a Lead or Contact level by scrolling to Posted Subscriptions under the Contact's related menu.
3. Posted Subscriptions can also be seen in the Profile View on the Lead/Contact record.
Posted Preference Records
Each Posted Subscription record comes with individual Posted Preferences records. These records are created for every Subscription List that is listed on your Subscription Page, and they record the specified preference for each list (i.e. In or Out).
For example, if you had three Subscription Lists as options, three Posted Preferences records will be created.
The Posted Preference record represents a specific individual's subscription preference for a particular Subscription List and contains various information about the how the preference was obtained.
Name: The name of the subscription list for which this is a preference.
Subscription List: A link to the Subscription List for which this is a preference.
Preference: Preference indicates if the Lead or Contact opted-into the list or opted-out of the list.
Posted Subscription: The parent Posted Subscription record that the Posted Preference is associated with.
Posted Form: Indicates if the Posted Preference was created from a Form Submission instead of a Subscription Page Submission.
Subscription Channel: Indicates if the relevant Subscription List's Subscription Channel value is set to Email or SMS.
Method of Submission: Indicates how this Posted Preference was obtained from the Lead or Contact.
Created via Import: Indicates if the Posted Preference was created the ClickDimensions Import Tool.
ClickDimensions Import: A link to the ClickDimensions Import tool instance which created the Posted Preference.
Submitted On: Indicates when the Posted Preference was provided by the Lead or Contact
Lead/Contact: Indicates which person in your Dynamics environment submitted the Subscription Page.
Account: Indicates the parent account of the Lead or Contact who submitted the Subscription Page.
Where to Find Posted Preferences in Dynamics
Posted Preferences can be seen in several places within Dynamics:
1. The Posted Preferences are visible from the parent Posted Subscription record.
2. Posted Preferences are visible on a global level under ClickDimensions > Posted Preferences.
3. Posted Preferences are also visible on a per-Lead or per-Contact basis within the Lead or Contact's Record's Related menu.
How ClickDimensions Excludes a Recipient Using Subscription Management
Posted Subscriptions and Posted Preferences exist for record-keeping purposes; they are not the records that control whether or not a recipient receives an email or SMS message. This is handled by the Unsubscribe records, and if you are on the ClickDimensions Opt-In Subscription Management method the most recent preferences are held by ClickDimensions for a faster send process. Preferences must be created via the subscription page, a form, or the ClickDimensions Import Tool and these methods should also update the preferences for the recipient when directly linked to your Subscription Pages.
To Learn how ClickDimensions handles unsubscribes via Subscription Management, read our "ClickDimensions Unsubscribe Process" article.
NOTE: Once recorded, Posted Subscriptions may take several minutes to sync back to Dynamics depending on a number of factors, such as volume and available system resources in your environment.
| Feature Added: 2010 |
| Feature Updated: 9.12.0 (8.2.2 for CRM 2011) |
| ClickDimensions Version Needed: 9.12.0 (8.2.2 for CRM 2011) |