How to Create a Subscription List

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IMPORTANT: Your CNAMEs and Domain records also need to be set up before creating your Subscription Lists.

Creating subscription lists in ClickDimensions will provide your readers the ability to manage which
marketing list(s) they want to continue to receive emails from. Before we get into the details, it is important to understand the difference between the Unsubscribe Code Snippet and Subscription Management.

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 record. In the future that person will not receive any emails sent through ClickDimensions; it does not matter how many marketing lists include his/her record.

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.

Video

Written Instructions


Step 1: Creating a New Subscription List record

Start by creating a Subscription List record. Go to Settings > 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.

Step 2: 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 the plus sign 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.

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.

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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.

If you do not see this field on your form, ask a system administrator to add the field to the form for you. (The field is not already on the form because if it were added by ClickDimensions, any customizaitons you have made to your form will be reset to the default.)

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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.


Step 1: Creating a New Subscription List record

Start by creating a Subscription List record. Go to Settings > ClickDimensions Settings > 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 and click Save.

Step 2: 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 Marketing Lists in the left navigation panel in the Subscription List record. In the Marketing List section of the ribbon you can choose to either Add an Existing Marketing List or Add a New Marketing List. In this example, we are going to add an existing Marketing List. Click Add Existing Marketing List, and choose the marketing list(s) you want to use in the Subscription List. Remember, you will send your email to these Marketing Lists at some point in the future.

When you have selected your marketing list(s), click OK. Your marketing list(s) will appear in the Marketing List Associated View grid. When you have added all the marketing lists to your Subscription List, click Save/Save and Close/Save and New.


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.

Click here to read How to Create a Subscription Management Page.

NOTE: When you are sending an email to more than 500 recipients it must have either a Subscription Management Page link or an Unsubscribe Snippet Link in it.

 

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