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How do I manage the Subscription Display Rules?

To manage the Subscription Display Rules for your Account:

  1. Go to Settings > Account Settings > Subscription Sets.

  2. Click Edit Display Rules.


     
  3. Update the Default Subscription Set:
    1. Under Default Subscription Set, select the Subscription Set that should be used as the default for your account.

    2. When finished, click OK to retain your changes.
       
    With just the Default Subscription Set configured, ALL prospects will see the same Subscription Management page content when they click on the Opt-Out/Subscription Link in an email, and they will be presented with the same set of Subscriptions to manage.  
     

  4. Along with the Default Subscription Set, you can also configure additional rules which can dictate different Subscription Management page content and Subscriptions for different groups of prospects.  

    To configure one or multiple Subscription Set Display Rules:

    1. Click Add a Rule.

    2. Next to IF, click on Add Condition to choose the criteria that the rule should use to identify matching prospects.

    3. Under THEN Use Subscription Set, select the Subscription Set that will be applied to the prospects that match the condition set in Step 02.

    4. Repeat Steps 01-03 to configure additional rules as needed.


  5. Click OK to update your Subscription Set Display Rules.


With additional Subscription Set Display Rules in place, prospects that click on the Opt-Out/Subscription Link in an email are instantly evaluated -- their prospect details (field data and activity history) are compared to the condition set in each rule and upon evaluation:

 

If a prospect exactly matches only one rule, the prospect will see the Subscription Set specified in the condition of that rule. 

OR

If a prospect matches multiple rules, the first matching rule will be applied, so the prospect will see the Subscription Set specified in that rule. Any other matching rules will NOT be applied.

OR

If a prospect does not match any of the rules, the Default Subscription Set will automatically be applied, and the prospect will see the corresponding Subscription Management page content and Subscriptions.