Configure Subscription Categories
 

Beta

Subscription Categories is a Beta Feature. To enable the feature, please reach out to your CSM or mail us at support@moenage.com.

Overview

Subscription categories are a means to provide your users with the flexibility to choose the kind of communication that they want to receive from your brand. Such a feature helps users opt-in only for those communication categories they are interested in. You can use subscription categories to tailor the communication according to user preferences and understand your audience better. Subscription categories can help you reduce the unsubscription rate, increase customer engagement and improve your brand's relationship with the customer.

For example, you could have categories such as product updates, newsletters, and announcements. Users interested in product updates can subscribe to them alone instead of unsubscribing from your brand's email communications.

When you add only unsubscribe links at the end of the email, and the user chooses to unsubscribe, they get unsubscribed from receiving all promotional emails from your brand. However, having a preference management page enables you to present options about the various kinds of content they can receive from your brand. The customer can then subscribe to whichever categories they want or unsubscribe from all as per their preference.

Use Case

If you are a travel brand offering bus, hotel, and flight reservations, your preference management page can have the following options for each of these offerings:

    • Promotions
    • Recommendations
    • Deals

The below image illustrates a sample preferences page.

SampleLP_CorrectOrder__1_.png

How does a user subscribe to categories?

When a user wishes to unsubscribe from receiving emails from your brand, they click on the unsubscribe link in the email footer. When you don't have a setup to manage subscription preferences, the user has no option but to unsubscribe from all promotional communication from your brand. However, if you have subscription categories set up, you can provide users with options to manage their preferences, and they would land on the subscription preferences page where they can subscribe to relevant and interesting categories.

Terms to Know

Categories

These are the classifications of the communication being sent to customers. They represent the different genres of content put out by the brand. For example, categories for a travel booking website could be promotions, discounts, offers, and so on.

Groups

Groups are a collection of categories. They are useful for presenting the categories more contextually to the user. For example, a travel booking website could offer bookings for buses and flights. The same promotional categories could apply to both. Groups provide a means to club relevant categories under each of these heads and present them to the user.

Note: Categories remain unique, and MoEngage tracks subscriptions at the category level.

Landing Page

The landing page is the URL the user would be redirected to when clicking on Manage preferences in the email footer. This will showcase all the possible categories for the user to select/choose from.

Setup

To set up the MoEngage Landing Page, navigate to Settings -> Channel -> Email -> Subscription Categories in the Dashboard. Click on Configure Subscription Categories to choose the landing page for which you want to configure subscription categories.

When setting up subscription categories for the first time, you can choose the MoEngage landing page or a custom landing page, as shown below.

MoEngage Landing Page

When you choose MoEngage Landing page as the option, you will get the following screen where you can add categories and groups and preview the landing page.

MoE_Landing_Page_-_First_Time.png

If you are employing MoEngage Tracking for Unsucbscribes, you'll have the option to use either the default MoEngage Landing Page or a Custom Landing Page to manage your user preferences.

Custom Landing Page

You can use this option to have a customized landing page and completely control the look and feel of your landing page. When you choose the Custom Landing page option, you must add the preference page URL as shown below.

Edit_Custom_Landing_URL.png

User preferences must be manually ported to MoEngage if you are using the Custom Landing page. This can be done using the Update Subscription Preferences API. For more information, refer to Update Preferences API and Bulk Update Subscription Preferences API.

info

MoEngage Landing Page vs. Custom Landing Page

The MoEngage Landing Page is available for everyone as a default option. You can choose the MoEngage Landing Page if you don't have the resources to build one. Enable MoEngage subscription tracking and customize your landing page with categories and groups. If you are looking for extensive customization options, you can choose the custom landing page and build it according to your needs. When you have a custom landing page designed, all you have to do is add the category name and the landing page URL.

Configuring Categories, Groups, and Landing Page

MoEngage Landing Page

Choose MoEngage Landing Page in the Configure Subscription Categories option.

CategoriesPage_MoELP.png

Categories

The Categories section helps you add, edit, disable, and archive categories.

Add Category

To add a category, click on +Add category in the top right corner of the Categories section. 

Fill in the following details in the Add Category screen and click on Add at the bottom right corner to add a category.

Category Name

MoEngage uses the category name to identify a category uniquely. This is used internally for earmarking a category and is not visible to the user on the landing page. We recommend adding the group reference to which the category belongs while creating the category name to avoid confusion when using groups.

For example, there could be categories such as promotions and announcements that apply to multiple groups. Adding group references such as Promotions-Buses, Promotions-Flights, and so on can help you distinguish between the categories. MoEngage uses the category name to track the subscriptions.

Display Name

This is the label attached to a category shown on the landing pages. Display names need not be unique and can be similar across different groups. For example, if we have the promotions category under groups called Flights and Buses, the display names can be Promotions for both categories while the category names would have to be unique (for example, Promotions_Flights, Promotions_Buses, and so on). The Display Name is an aesthetic placeholder.

Description

This field will be shown on the landing page and describes the purpose of the category and information about the type of content to be expected when the customer subscribes to this category.

Groups

This field will be shown on the landing page and help you link the category to available groups. This field is optional, and the category-to-group mapping can be done post-category creation too.

info

Note

  1. When you create a new category, all the users are subscribed to it by default.
  2. You can add up to a maximum of 25 categories. To add more, archive any of the existing ones. There are no limits placed on archived categories.

Actions supported for every category

All the categories (enabled and disabled) are shown in the categories section on the left pane. The following actions can be performed by clicking on three vertical dots at the end of each category row.

Action Description
Edit You can edit the display name, description, and group to which the category is mapped. You cannot edit the category name. To edit a category, click on the three vertical dots at the end of the category row and select the edit option.
Enable You can also enable a category by turning on the Status toggle in the category row. Any new category created will be enabled automatically.
Disable

You can disable a category by turning off the Status toggle in the category row. Please stop any running event triggered or periodic campaigns associated with the category before disabling it. 

When you disable a category, it gets moved to the end of the category listing. You cannot edit a disabled category. You can disable a category when it is temporarily not being used.

Archive

You can archive a category using this option. This will remove it from the listing in the categories section. When a category is archived, it gets removed from the group to which it is added.

To archive a category, click on the three vertical dots at the end of the category row and select the archive option, as shown below.

To view all the archived categories, enable the Archived toggle at the top right corner of the categories page. If a category is no longer in use, you can archive it. An archived category is not listed in the user profile against their subscription preferences. For more information, refer to User Profile.

Note:

  1. Any running event triggered or periodic campaigns associated with this category should be stopped. If not, you will get an error message while archiving the category.
  2. When a category is archived, and you try to update the status using an API, an error message will be returned.
Unarchive

To unarchive a category, do the following:

      1. View the archived categories by turning on the Archived toggle.
      2. Click on the three vertical dots at the end row of the category you want to unarchive and select unarchive.

This category will now be disabled and visible at the end of the all-categories page.

Groups

The Groups section helps you add, edit, arrange and edit groups.

Add Group

To add a group, click +Add Group in the top right corner of the Groups section. Add the Group Name and click Save to add a new group. This group will now be available in the group dropdown for category-group mapping during category creation. MoEngage uses the group name to identify a group uniquely.

Once a Group is created, you can add categories by adding new categories and linking them to the created group in the Add categories page or by editing an existing category and linking it to the newly created group using the group dropdown. You can also add a category to a group by dragging it from another group or ungrouped in the Arrange section.

Ungrouped categories

This is a default group, and categories not mapped to any group are available here. The ungrouped categories group cannot be deleted.

Actions supported for each Group

You can edit, delete and arrange groups.

Action Description
Edit Edit group lets you edit the name of the group. To edit a group, click on the three vertical dots at the end of the group listing and select the edit option.
Delete Deleting a group will remove it from the Groups page. The categories mapped to the group will be moved to ungrouped categories post-deletion. To delete a group, click on the three vertical dots at the end of the group listing and select the delete option.
Arrange

You can arrange groups and categories by clicking on Arrange at the top right corner of the Groups page. The Arrange Groups and Categories page pops up as illustrated below.

ArrangeGroups.gif

You can rearrange the order of the categories within a group, move categories from one group to another and rearrange the group order in this screen. 
Click on Done to save the changes made.

Collapse all

Click on Collapse all to collapse all the groups and see only the group names.

Page Preview

The Page Preview section helps you preview the landing page as your user would, either on mobile or desktop. The following actions can be performed here:

Preview

You can see the current landing page and preview it in the desired mode by choosing the Desktop or Mobile icons available in the top row.

Open in new tab

This option shows you the preview of the landing page as seen on a browser. This can help review if the font sizes, footers, and so on are rendering well on a webpage.

Customize

The Customize option helps you customize your landing page by adding your brand logo, choosing the fonts, CTA button, landing page subdomain, and adding a footer. The following image illustrates the customize page that pops up on clicking the customize option available in the top row of the Page Preview section.

The following options are available on this page:

Customization Option Description

Logo

Logo.png

You can paste the image URL or upload the Logo. You can also align the logo on the landing page using the Alignment options. The accepted file types for the upload option are:

    1. jpg
    2. jpeg
    3. png
    4. gif

Also, the file size should not exceed 1 MB.

Font

Font.png

You can choose the font and font size for the following in the Font section:

  1. Heading
  2. Sub Heading font and size
  3. Category/Group Names
  4. Description fields on the landing page 

CTA Button

CTA_Button.png

You can add a CTA Button to the landing page. Provide the following details:
      1. CTA Text
      2. Button Color
      3. Text Color
      4. Button Type

 

You can also choose the alignment of the CTA Button.

Landing page subdomain

Landing_page_subdomain.png

You can choose the landing page subdomain (the domain you want to appear in the address bar when the user navigates to the landing page). For example, if you want to add your company name as the subdomain on the landing page, add the SubDomain Prefix as shown below. 

For the purpose of this example, the company name is Your-Company-Name. Add the SubDomain Prefix as Your Company, and the landing page URL will be: https://Your-Company-Name.api-0X.moengage.com/<Landing Page Parameters>

The default URL is https://api-0X.moengage.com/<Landing Page Parameters>.

Note: Each customer is hosted on a different data center; you can find your data center number (value of X) by checking the data center and API endpoint mapping here.

Footer

Footer.png

You can customize the Footer and add redirection links to your brand's website and social media links. You can paste the HTML that will render the Footer here, or if content blocks are enabled for your account, you can insert an existing content block by typing '@' in the editor and choosing the desired Footer from the list of available content blocks. For more information, refer to content blocks.

Preview Options

You can preview the customized changes using either the Desktop or Mobile preview. Click on the Desktop or Mobile icons available on the top panel to preview the customized landing page.

Desktop Preview Mobile Preview

DesktopPreview__1_.png

Personalized Preview

This option lets you see a personalized preview of the landing page with the subscription preferences information of a specific user. You can choose the user by providing one of the following details:

      1. ID - This is the ID value present in the user profile. For more information, refer to the Client ID.
      2. Email - This is the Email ID of the user present in the tracked standard attribute Email (Standard).

Open in new tab

This option lets you preview the customized landing page as it appears on the web.

info

Note

Only the changes saved post customization will be available in the new tab. To preview the changes made, click on save at the bottom right corner and select the Open in new tab option.

Custom Landing Page

Choose Custom Landing Page in Configure Subscription Categories option and provide the custom-built "Manage Preferences" page URL. MoEngage will automatically append this URL to the bottom of the email template.

info

Note

When hosting a custom landing page, you are responsible for sending the user preferences for every user back to MoEngage.

Categories

The Categories section helps you add, edit, disable, and archive categories.

Add Category

You can add the categories supported in the custom landing page. To add a category, click on +Add category in the top right corner of the Categories section. For the custom landing page option, when adding a category, you can only specify the category name for each category in MoEngage.
The category name is a unique identifier that MoEngage uses for tracking subscriptions. This will act as a reference when you are updating the subscription preferences of a user manually. You cannot edit a category name once created.

Actions supported for each category

Action Description
Enable You can enable a category by turning on the Status toggle in the category row. All categories are in the enabled state by default.
Disable

You can also disable a category by turning off the Status toggle in the category row, as shown in the image below.

Please stop any running event triggered or periodic campaigns associated with the category before disabling it.

When you disable a category, it gets moved to the end of the category listing. You cannot edit a disabled category. You can disable a category when it is temporarily not being used. Disabled Categories are greyed out in the user profile.

Archive

You can archive a category using this option. This will remove it from the listing in the Categories section. When a category is archived, it gets removed from the group to which it is added.

To archive a category, click on the three vertical dots at the end of the category row and select the archive option, as shown below.

To view all the archived categories, enable the Archived toggle at the top right corner of the Categories page. If a category is no longer in use, you can archive it. An archived category is not listed in the user profile against their subscription preferences. For more information, refer to User Profile.

Note:

  1. Any running event triggered or periodic campaigns associated with this category should be stopped. If not, you will get an error message while archiving the category.
  2. When a category is archived, and you try to update the status using an API, an error message will be returned.
Unarchive

To unarchive a category, do the following:

      1. View the archived categories by turning on the Archived toggle.
      2. Click on the three vertical dots at the end row of the category you want to unarchive and select unarchive.

This category will now be disabled and visible at the very end of the all-categories page.

URL

You can view the URL configured for the preferences page here and edit it by clicking on the Edit option.

Edit_Custom_Landing_URL.png

Switch between landing pages

You can switch between landing pages by clicking on the Change icon on the top pane of the subscription categories section. The user preferences will be retained when you switch from one landing page to another.

Switch from MoEngage to a Custom landing page

When you switch from the MoEngage landing page to a custom one, you will be asked to enter the URL for the landing page. Only the category names will be retained. The information about the Groups will not be retained.

Switch from Custom to MoEngage landing page

When you switch from a custom landing page to the MoEngage one, you need to enter additional details, such as display names and descriptions for each category, as shown below.

Custom-MoESwitch.png

User Profile

You can find the subscription preferences of a user in the User Profile. Navigate to the User Info Tab in the User Profile. The Subscription Categories section displays the subscription preferences of the user, as illustrated in the image below.

Subscription_Categories.png

  • The greyed fields in the subscription categories section denote the disabled categories.
  • Archived categories will not be listed in the user profile.
  • If PII Masking is enabled, the subscription preferences are marked as Private.

Whenever a user updates the subscription preferences on the Landing Page, the "Email Subscription Category Updated" event is fired, and the user preferences are updated in MoEngage. You can view the details of this event in the Activity Info tab, as shown below.

UserProfile_ActivityInfo.png

 

 

 

Was this article helpful?
2 out of 2 found this helpful