Create a Subscription List

Subscription Management vs. Unsubscribe Code Snippet

If you use the Unsubscribe Code Snippet link in your HTML email, your readers who click the link to unsubscribe will have a ClickDimensions global Unsubscribe record associated with their Lead or Contact record. In the future that person will not receive any emails sent through ClickDimensions.

Subscription Lists represent specific topics or correspondence, such as newsletters or event invitations, and when someone chooses to opt-out of one of those Subscription Lists, the Unsubscribe record is only associated with the Subscription List. If the recipient is opted-in to other subscription lists, they will still receive those communications; just not communications from the specific list they opted-out of.

Creating a New Subscription List Record

Start by creating a Subscription List record. Go to Web and Events > Subscription Lists, then click New to create a new Subscription List.

The Subscription List has two required fields: Name and Subscription Channel. Name should be some sort of descriptive text that indicates what types of correspondences the Subscription List relates to, such as newsletters or announcements, and Subscription Channel indicates whether this Subscription List will be used for Emails or SMS Messages. Once set, the Subscription Channel value cannot be changed.

NOTE: The Subscription Channel field is only available if your organization is using the ClickDimensions Opt-In Subscription Management Style.

Click Save .

Using a Subscription List

When creating an Email Send or SMS message, you will be prompted to select a Subscription List that that communication is related to. Only recipients (individuals or members of Marketing Lists you are sending to) who have previously opted-in to that list will receive the communications. Any recipients who have opted-out or who have not provided a preference will be excluded.

If your organization is still using the opt-out subscription management method, there are some additional steps to using Subscription Lists. Please view the D365 Opt-Out Style tab towards the top of this article.

Subscription Management vs. Unsubscribe Code Snippet

If you use the Unsubscribe Code Snippet link in your HTML email, your readers who click the link to unsubscribe will have a ClickDimensions global Unsubscribe record associated with their Lead or Contact record. In the future that person will not receive any emails sent through ClickDimensions.

Subscription Lists contain Marketing Lists, and when someone chooses to opt-out of one of those subscription lists, the Unsubscribe record is only associated with the subscription list. The only time the recipient will not receive an email is when you send a ClickDimensions email to the marketing list that is associated with the Subscription List the recipient opted out of.

How to use ClickDimensions Subscription Management

Before you begin, it's a good idea to brainstorm which Marketing Lists you will need to create, if you haven't done so already. Microsoft CRM Marketing Lists are at the core of Subscription Management, because that is the entity you'll use as a recipient when sending a ClickDimensions email. Take some time and think about how you are going to organize your recipients into various Marketing Lists used for sending ClickDimensions emails.

Creating a New Subscription List record

Start by creating a Subscription List record. Go to Web & Events > Subscription Lists

Click New in the ribbon to create a new Subscription List record.

A new Subscription List record will open. Enter a name for the list in the Name field.

Click Save.

Associate a Marketing List

Now, choose which Marketing List(s) you want to associate with this Subscription List. A Subscription List can contain many Marketing Lists, but a Marketing List is associated with only one Subscription List.

To associate a Marketing List with a Subscription List, click on one of the "Add Marketing List" buttons on the record above the Marketing List grid.  Use the lookup field to the select the Marketing Lists you would like to associate with this Subscription List, or to create a new Marketing List.

Remember, you will send your email to these Marketing Lists at some point in the future.  The Marketing List(s) you choose can either be static or dynamic, or relate to Leads or Contacts.  You can add more or remove Marketing Lists associated to this Subscription List at any time.

When you have selected your Marketing List(s), they will appear in the Marketing List subgrid.

Repeat these steps for every Subscription List you will need. Once you have created all of your individual Subscription List records, the next step is to place them into a Subscription Management page. This will be the page your subscribers will use to select which lists that want to receive communications from.

Changing or Removing Associated Marketing Lists from a Subscription List

If you change your mind about which Marketing Lists should be associated with a specific Subscription List, this can be adjusted any time.  In order to remove the association between the Marketing List and the Subscription List, go to the record of the Marketing List you would like to re-associate.

Select the name of the Subscription List in the Subscription List lookup field on the Marketing List record.  You can either choose a different Subscription List to reassociate with the Marketing List, or click backspace and delete the association.  This will not delete the entire Subscription List, this will only remove the association between the two records.

IMPORTANT: Always do this from the Marketing List record; clicking the trash can button next to the Marketing List inside the Marketing List subgrid on the Subscription List record will delete the entire Marketing List.