Preference Center

Preference center pages enable your contacts to determine which messages they’d like to receive, rather than completely unsubscribing from your communication. This includes preferred channels and timing for how and when contacts receive messages. This is a guide to help Mautic users set up and use preference centers.

Building a Preference Center Page

Preference Centers are landing pages, so navigate to Landing Pages in the Components section of Mautic. For general landing page information, use this help topic. To make a page a preference center page, set Is preference center to Yes in the general options.

Preference Center

Before opening the builder, select the theme you’d like to use. You may use a default Mautic theme, but custom themes are much easier to align with corporate branding. If you’re creating a custom theme for a preference center, you’ll want to include landing page and form styling. If you plan on building multiple preference centers, either with different options or different branding, for different campaigns or emails, be sure to name them appropriately so you can find the right page later.

Slot Types

Preference Center Slots

Many of the slot types available on preference center pages are also standard landing page slots. Those are still usable on preference center pages, if you’d like to add more content beyond preference options. In this article, we’ll focus on the preference center-specific slots.

Segment List: Shows a list of all segments a contact is a member of. If a segment has the Available in Preference Center option set to No, it will not appear.

Category List: Displays categories used by emails, enabling contacts to opt in or out of receiving content from those categories.

Preferred Channel: Enables contacts to choose which channels they’ll primarily receive messages on, for channels you’ve enabled in your instance. This is primarily useful if you’re using the Marketing Messages feature.

Channel Frequency: Enables contacts to set how frequently they receive messages. This also includes vacation preference settings, enabling contacts to turn off communication from you for a specified time period. If a contact unchecks the box next to a particular channel, you will not be able to contact them through that channel. If you haven’t configured a transport for a channel, that channel will not appear. For example, if you haven’t set up a text messaging service, contacts will not see SMS listed as a channel.

Save Preferences: All of the other preference center slots make up a form. Preference centers require this slot type, as the Save Preference slot acts as the submit button for the form. If a preference center page does not contain the Save Preferences button, contacts will see a default, un-branded page. You’ll be able to style the button as you would a normal button on a landing page.

Success Message: Once a contact clicks the Save Preferences button, Mautic can display a confirmation message. After you’ve dragged this slot onto the page, edit the content like a normal text slot. Any content here will only appear after the form submission.

Using a Preference Center Page

There are a couple key steps to take before contacts can actually see your preference center page.

Configuration

In the Configuration section (from the Settings menu on the right side), navigate to Email Settings. Scroll down to the Unsubscribe Settings to set your preference center settings. No matter what, if the Show contact preference settings option is set to no, no preference page will appear when a contact clicks the unsubscribe link from an email. In that case, contacts would only see a page with the Unsubscribed confirmation message.

If you leave any of the other options set to No, they will not appear on preference centers even if the slots are included.

Email Settings - Unsubscribe Settings

Text for the {unsubscribe_text} token: This box is where you can change a basic “Unsubscribe” link to something different (e.g. “Update your contact preferences” or “Don’t want to hear from us anymore? Click here.”) Again, only edit between the <a href=”|URL|”> and </a> tags and don’t change the URL as it will be tokenized. To use custom text on an email rather than this default, hyperlink that text with the {unsubscribe_url} token as the link.

Unsubscribed and resubscribed confirmation message: If a contact unsubscribes or resubscribes, this is the message that will display on the page after the respective action. Do not edit the |EMAIL| token, or the |URL| token within the <a href> tag.

Show contact preference settings: If you have a preference center set up, the unsubscribe link will direct to the preference center if this is set to yes. If you haven’t created a preference center, Mautic will create a default page with the next 5 settings based. The default theme will determine the styling.

Show contact segment preferences: To enable a contact to change which segments he or she is part of on the preference center page, toggle this to Yes. Segments won’t appear on the preference center page if they aren’t published and public.

Show contact frequency preferences: If set to Yes, this enables an individual to limit the number of marketing messages they receive on each channel from the preference center.

Show pause contact preferences: If set to yes, a contact can disable messages from your Mautic account to their email address for a specified date range – this is not a full unsubscribe, and at the end of that date range the messages will begin being sent to that address once again.

Show contact’s categories: If you have categories set for contacts, campaigns, emails, etc., and set this option to Yes, the contact will be able to opt out of the categories they choose from the preference center page.

Show contact’s preferred channel option: If you have multiple channels available within your Mautic account (email, SMS, mobile push, web notifications, etc.), contacts may choose their preferred channel. This can be useful if you are using or would like to use the Marketing Messages feature of Mautic.

Email Editor

Once you’ve created a preference center, you’ll still need to attach it to an email. In the email editor, use the Preference center page picklist in the general options section to choose your preference center. Only landing pages that have been set up as preference centers will appear in this picklist.

If you don’t select a preference center, when a contact clicks unsubscribe they won’t see your branded page. Instead, they’ll see either default preference page or unsubscribe confirmation.

Email - Preference Center Selector

After you’ve sent an email, you may change the preference center. When contacts click the unsubscribe link from the email, they’ll see the page in its updated state. They will not see the page only as it was when you sent the email they clicked on.

Adding Other Forms

Mautic’s preference center pages support additional forms, beyond the actual preference form constructed with various slots.

To add another form, which may enable a contact to update the information you have on their profile, use the token {form=ID#}. You’ll likely want to build a form specifically for the landing page, with only the fields you’d like to allow contacts to update on their own.

Note: If you’re adding an additional form, it must be added to the page below the preference options and Save Preferences button.