How can people unsubscribe from ALL (future) flows, but stay on the newsletter list to receive stand alone campaigns?

Question

We have quite a lot of automatic flows that do bring in a nice revenue, but can also for a part of our loyal customers be very annoying. (Think abandoned browsing, abandoned cart, abandoned check out).

I would like to give people the option to not receive any of such abandoned this or that mails, but stay on the newsletter. Also, and this is important, whenever they buy a product again, they should never go back automatically to this list.

But I can’t figure out how to do this.

I think it should have to do with filtering the triggers of the flows with people who have ‘tagged’ themselves via the custom ‘manage your preferences’ form and have the flows not send to people with that specific tag? But how exactly do I set this up? What filter do I use best? And how to set this up in the manage your preferences form?

Thank you!

retention · Accepted Answer

@Laveen, first welcome to the community!

I agree with @Mpond2, there’s lots of ways to approach this, and that’s great that you want to allow your loyal subscribers the option to control the amount of emails that they receive.

If you’re not aware, inputs that users provide in the preference pages are stored in the profiles as Custom Properties. So if you add options in your preference pages, those values are then accessible in your Flows.

The easiest way is to create a “Flow Profile Filter” based on the custom property. So for example, if you have a Manage Preference page with a field called “no_flow” = “true”, then in your Flow Profile Filter, you can add that as a Filter condition.

In this silly example, you see that I added an option for a user to remove themselves from “Flow Emails” (btw, a user doesn’t know what a “Flow” is, so you’ll have to word this better). This means the profile property I chose called “no_flows” will have a value of “true” if the user checks the box (you can use radio buttons, etc).

Then, in each of your Flow, you simply have to exclude anyone that has an existing value for “no_flows” custom property. Here’s an example with the Abandoned Checkout Flow:

So if someone has that value, they will not enter this Flow since I added an “AND where no_flows is not set” as a Profile Filter rule. Just repeat this for every Flow you have, and make sure to test it with the Trigger Preview to make sure its working as expected.

Hope this helps!

Mpond2 · Answer

Hey Laveen,This is one of those --- “There are a few ways to skin a cat”type problems.However, it sounds the best long term solution may be a “Manage your subscription preferences” type page.I’ve never set one up before but would honestly jump at the opportunity to help you set it up just for the chance to learn. Let me know if you’d be up for a second pair of hands!

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