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Hello,

I added properties for user preferences on my Manage Preferences page. I have:

  • Frequency (user can select one or none): Weekly, Biweekly, Monthly, Major Announcements Only
  • Interest (user can select none, any, or all): New Product Releases, Product Bundles, Growing Tips, Sales & Discounts, Events & Updates, and Community Highlights

How do I build my lists/segments so that I can respect user preferences when sending campaigns? For instance, I send 4 emails a month on different topics; a user has selected interest in all but only wants weekly emails.

For the logic, I was thinking I’ll need one segment for each property—so 12 total, including people who haven’t selected anything on the preferences page. From there, I’d build flows that check for combinations like:

  • Interest = All
  • Frequency = Weekly
  • User has not received an email in the past (7) days

→ The flow would assign them to a list titled something like “Weekly • Interest: All”

When I send a campaign, I could select this list and send. If the person has already received an email that week, they would not appear in the list. I’m thinking this could allow me to reuse the same lists across campaigns, only excluding lists that have no interest in the topic. That way, the right users are skipped automatically, without needing to manually track or adjust anything per send.

Can someone assist me with the best way to go about this to encompass all possible configurations of user preference in the most efficient way? I can’t seem to think of a way to accomplish this without building a list for every possible preference configuration, which seems like it would be quite cumbersome. For instance, just for weekly frequency + interest, there are 64 combinations.

Thanks in advance!

This was a tricky one! 

I think the best way to do this would be to think of it like so: “Include everyone interested in this topic, unless they’re currently ineligible based on frequency.”

To do that, you could: 
- create segments for each Interest Group (“Growing Tips”, “Product Bundles”, etc.) 
- create segments for each frequency, capturing who is ineligible to receive messaging (e.g. “Weekly - Ineligible” — frequency = “weekly” AND has received >= 1 email in last 7 days) 

Then when you're creating a new “Growing Tips” email campaign for example, you might target your campaign like so 
- included = [“Growing Tips”, “All”] 
- excluded = [“Weekly - Ineligible”, “Monthly - Ineligible”, etc.]

This way, you are including people who are interested in “Growing Tips” or “All” topics but excluding anyone who has already hit their limit frequency-wise. As long as you are not trying to send two topic emails at the same time, I think this would work!