Managing subscription preferences is essential for giving users control over the emails they receive—without forcing them to unsubscribe from everything. With SendX, you can allow subscribers to opt out of specific campaigns while staying connected to your overall mailing list. In this guide, we'll walk you through setting up this preference management system using lists, tags, and automation.
Before You Begin
Make sure you have:
Access to your SendX
Contacts imported or ready to be added
A clear understanding of the email groups or campaigns you want users to manage (e.g., promotional vs. updates)
You’ll also need to create:
Two separate Lists for different campaign types
Two corresponding Tags
An Embedded Form and Landing Page
Step-by-Step Instructions
Step 1: Create Lists
Go to your SendX Dashboard > Lists
Create List A and List B based on the types of campaigns you send
Import your contacts into the appropriate lists
Step 2: Create Tags
Navigate to Tags in SendX
Create Tag A (linked to List A) and Tag B (linked to List B)
These tags will be used to trigger automation when users update preferences
Step 3: Set Up Automation
For both List A and List B:
Go to Automation > Create New Automation
Trigger: "Contact added to Tag A"
Action: "Remove contact from List A"
Repeat this process for Tag B and List B:
Trigger: "Contact added to Tag B"
Action: "Remove contact from List B"
This ensures users are removed from lists based on their selected preferences
Step 4: Create an Embedded Form
Design a form that includes:
Checkboxes for each tag (Tag A, Tag B)
An Unsubscribe button to allow full opt-out
This form will collect users’ preferences and apply the relevant tags
Step 5: Add the Form to a Landing Page
Copy the shortcode of the embedded form
Paste it into a newly created Landing Page
This page will serve as the central hub for managing preferences
Step 6: Link the Landing Page to Your Emails
Copy the URL of the landing page
Add this link as a “Manage Preferences” option in your email footer, preferably near the unsubscribe link
When users click "Manage Preferences," they’ll be taken to your landing page, where they can update their subscription settings. Based on their selection, the automation will remove them from specific lists—without unsubscribing them completely from your platform.
Tips & Best Practices
Be transparent: Let users know what each list represents (e.g., "Weekly Deals," "Product Updates").
Make it easy: Keep the form simple and mobile-friendly.
Keep preferences up to date: Regularly review tags and lists to ensure they match your campaign structure.
Respect user choices: Immediately apply changes once a user updates preferences.
Test the flow: Try the full experience yourself before launching it to users.
With this setup, you can give your subscribers greater control over what they receive, reduce unsubscribes, and maintain a healthy, engaged email list.