Make preference management more streamlined, eg.The list ‘Name’ is internal-facing.ĭid you know that a Public List can be dynamic too? This means that prospects are added or removed automatically if they match/unmatch the criteria specified on the list. Warning – the Label and Description are both public-facing (so keep this appropriate) and should be appealing enough to convince prospects to stay on that list (while remaining truthful, not over-promising!). Just like creating any list, go to Automations → Segmentation Lists → + Add List.Ĭheck the ‘Public List’ checkbox, and additional options will appear. Public lists (as the name suggests) are Pardot lists that can be made visible to prospects.Ĭreating Public Lists in Pardot is simple. Step 2: What are Public Lists? How do they work? We’ll come back to accessing the EPC later in Step 5, where we will ensure Prospects can reach the EPC from emails sent from Pardot. I’m going to emphasise that you cannot use this page for new subscriptions! If you want to encourage new subscriptions you will need to utilise a Pardot form, or build a custom web page on your website and find a way to integrate it with Pardot. Think of it as if a prospect is being funnelled through, from email, clicking a unique link, landing on a preference page for them (and only ever for them). (*as you’ve now seen, what prospects were able to do before the above security measures were bought in were: access the EPC through a URL, being able to amend their fully-visible email address). Only be accessed by a prospect using a link in a Pardot email.In light of GDPR, and overall tightened security and data integrity, Pardot locked down EPCs to: In times gone by, prospects were able to use the Pardot Email Preference Center more loosely* nowadays, however, it’s a different story. Allow existing prospects to make updates?.How Prospects Access the Email Preference Centerīefore we start any building, first ask: what’s the purpose of this page? Who is the audience? Laying out preferences as broad topics could look like this: Here are common ways I see my clients organise their preferences either into product lines or broad categories (depending on their business structure/product offering). There is no straight answer to which lists you should include, but my rule of thumb is to keep it under 8 lists. Step 1: Decide on your Preferences – Preference List Examples
0 Comments
Leave a Reply. |