Introduction

Managing marketing preferences is crucial for maintaining a positive relationship with customers. By allowing users to control which types of communications they receive, businesses can ensure that their marketing efforts are relevant and respectful of user preferences. Using the Landing Pages feature of MoEngage, you can create personalized web pages for users to manage their subscription preferences.

The process involves creating a landing page where users can select their preferred communication categories, submitting the form to capture their choices, and then using a connector campaign to update these preferences in MoEngage. This ensures that users receive only the communications they have opted into, enhancing their experience and engagement with the brand.

Advantages of creating a preference management center using landing pages

• Enhanced user control: Empowers users by giving them a clear and easy way to manage exactly which types of communications (for example, Newsletter or Promotional) they want to receive from the brand.
• Improved customer relationships and satisfaction: Respecting user preferences and ensuring they only receive relevant communications builds trust and fosters positive relationships, leading to higher satisfaction.
• Increased communication relevance: Ensures marketing efforts are targeted effectively, sending users only the content they have explicitly opted into. This makes communications more valuable and less likely to be ignored or marked as spam.
• Automated preference synchronization: Seamlessly updates user subscription preferences directly within their MoEngage profile using a connector campaign triggered by the form submission, eliminating manual processing and ensuring data accuracy.
• Respectful marketing practices: Demonstrates a commitment to respectful communication by providing users with transparent control over their data and preferences, which can also aid in compliance with privacy regulations.

We will achieve this use case in three steps:

1. Step 1: Create a Landing Page
2. Step 2: Configure the Template
3. Step 3: Update User Preferences Using a Connector Campaign

Expected Result

Users visiting the preference management landing page can select their preferred communication categories (for example, Newsletter, Promotional, Product recommendations, or Unsubscribe all) and submit their choices. Upon submission, the form data will be captured and used to update the user's subscription preferences in MoEngage. This ensures that the user receives only the types of communications they have opted into, enhancing their overall experience with the brand.

Step 1: Create a Landing Page

1. On the left navigation menu in the MoEngage dashboard, click Content, and then click Landing pages.
2. On the Landing pages page, click Create a landing page.
   
3. Enter a name for the landing page to identify and manage it easily, and select appropriate tags to categorize the page.
4. In the Content section, select the Subscription Category Management template from the pre-designed template options.
   

In the next step, we will configure the preference management template.

Step 2: Configure the Template

1. Within the form, edit the input field for the user's email address.
2. Edit the template content according to your requirements. For example, we will add different subscription categories: Newsletter, Promotional, Product recommendations, and Unsubscribe all.
3. Change the field elements to Checkbox, as shown below:
   
4. Map each checkbox to the corresponding user attribute in MoEngage. For example, map the Email Address field to attribute Email, Newsletter to attribute named Newsletter, and so on. To do so:
   1. Click the field element and click the icon.
   2. Under Advanced, select the appropriate user attribute from the UserAttribute list. If you do not select any user attribute, the response will be mapped to the default unique ID, which is a 32-digit attribute.
5. If a required user attribute does not exist, create a new one by following the steps outlined in Import User Data Using CSV.
6. Configure any additional form settings as needed.
7. Configure the URL and settings of your landing page. For more information, refer here.
8. Click Publish to publish your landing page.
9. Copy the URL of the published landing page and use it within an Email campaign to send to users for preference management.

Our landing page is ready. In the next step, we will set up a connector campaign to update preferences based on the users' responses.

Step 3: Update Email Subscription Preferences for users Using Connector Campaign

For more information on creating a connector campaign, refer here.

1. Navigate to Engage > Campaigns in the MoEngage dashboard.
2. On the All campaigns page, click + Create campaign.
3. Under Connectors, click Custom, and select Event Triggered.
   
4. Define your campaign with a name and tags.
5. In the Trigger criteria section, set the condition to Has executed and select the Response submitted event, with the attribute set to Landing Page ID to trigger on form submissions from this specific page.
   
6. In the Select audience section, select All users and click Next.
7. In the Content section, follow the steps below:
   
   1. Under Method, select POST.
   2. In the Webhook URL field, enter https://api-02.moengage.com/v1/category-subscription/user-preferences.
   3. Add the required headers like appkey (your MoEngage app key, obtainable from MoEngage settings), Content-Type (application/json), and authorization settings. For more information, refer here.
   4. Under Body type, select Raw and provide the JSON payload to update user preferences.
      The JSON payload should be constructed using event attributes from the form submission, ensuring that each category is set based on whether the corresponding check box was selected. The payload should look like this:
      
      JSON

      {
          "channel": "email",
          "user_preferences": [
              {
                  "customer_id": "{{UserAttribute['ID']}}",
                  "categories": {
                      {% if EventAttribute['Newsletter'
                          ] %
                      }
                  "Newsletter": true,
                      {% else %
                      }
                  "Newsletter": false,
                      {% endif %
                      }
      {% if EventAttribute['Promotional'
                          ] %
                      }
                  'Promotional": true,
      {% else %
                      }
                  'Promotional": false,
      {% endif %
                      }
      {% if EventAttribute['Product_recommendations'
                          ] %
                      }
                  "Product_recommendations": true,
                      {% else %
                      }
                  "Product_recommendations": false,
                      {% endif %
                      }
      {% if EventAttribute['moe_unsubscribe'
                          ] %
                      }
                  "unsubscribe_all": true
      {% else %
                      }
                  "unsubscribe_all": false
      {% endif %
                      }
                  }
              ]
          }

   5. Click Next.
8. Define the Schedule and Goals of the campaign as desired. For more information, refer here.
9. Click Publish to activate the connector campaign, which will send data to update user preferences whenever a form is submitted on the landing page.

Verification

To verify that the user preferences are being updated correctly:

1. Visit the published landing page and submit the form with test data, ensuring that various combinations of preferences are selected (for example, check Newsletter, uncheck Promotional, and check Unsubscribe all).
2. Check the user's subscription preferences in MoEngage by navigating to the user profile or using the segment feature to verify that the updated attributes (Newsletter or Promotional) reflect the form submission.
3. Ensure that if Unsubscribe all is selected, it is reflected appropriately in the system, potentially overriding other category selections.

Conclusion

In this use case, we created a landing page for users to manage their marketing preferences, configured a form to capture their choices using checkbox fields for categories like Newsletter, Promotional, Product recommendations, and Unsubscribe all, and set up a connector campaign to automatically update their preferences in MoEngage based on their submissions.

This approach ensures that user preferences are respected and communication is personalized and relevant, enhancing customer satisfaction and engagement.