Do you want to let your subscribers tell you what they want to hear about? And automatically segment them based on their interests when opting into your list?
Our Preferences feature on forms helps you personalize content or email frequency from the start of your subscriber relationship.
You can customize the question you'd like to ask subscribers, their options, the associated segments—and even the look and feel.
With Preferences, you can ask whatever you want, but two of the most common questions that can help you customize your email marketing strategy are:
"What do you want to hear about?" This question helps you understand what content topics your subscribers are interested in.
"How often do you want to hear from me?" This question helps you understand how often your subscribers want to receive emails.
How to enable Preferences for your form
While editing a new form—or an existing one—click on the background area, outside of the form itself, and you can access the Preferences toggle on the settings panel on the right sidebar under the 'Form' tab.
Once you've enabled Preferences for your form, click on the question or one of the options to start editing.
Each preference option needs to be connected to a segment. When subscribers opt-in to an option, they will be added to the segment(s) you choose here.
In our below example, if a subscriber marks the 'White wine' preference, they will be automatically added to the segment you've selected: 'Pouring white'.
You can now send highly targeted, relevant emails about white wine to the subscribers who clicked the "White wine" preference and exclude them from a sale that only offers, say, red wine.
Note: Subscribers will still be added to the main form segment you initially selected under Choose a segment when you created your form in addition to the Preference segments they select.
To double-check which main segment you set for your form:
Go back to your Forms dashboard
Hover over the form's card
Click the 3 dots (...)
Choose 'Change segments'
How many Preferences can I add to a form?
To ensure an optimized experience for your subscribers, you can add up to a total of six Preferences to a form by clicking the + Add button.
When you reach this limit, you will see an alert message as shown below: "To maximize conversion, we recommend 6 preferences or fewer."
You can remove a Preference option by clicking the three dots (...) next to it and selecting Delete.
How to match Preferences on a form to your brand
Just like when editing the main text of your form, you can set your choice of font, font size and font color for your Preferences.
Click on the Font tab to access all the usual customization options:
As an added bonus, we have various beautiful Preference checkbox designs to select from under the Style tab, including circle and heart.
Important: Preferences on Forms are not connected to the Preferences Page that your subscribers see when they click on the 'Manage preferences' link in your email footer.
For example, you can ask about content types here on the Form—What do you want to hear about? And then ask about frequency on the Preferences Page—How often do you want to hear from me?
To learn how these work together to help you customize content from the start of—and throughout—your subscriber relationship read our article What is the difference between Preferences in Forms and the Preferences Page?
Summary
Our Form Preferences feature helps you personalize content or email frequency from the start of your subscriber relationship when they opt-in via one of your forms.
You can enable Preferences for new or existing forms by enabling Preferences on the Forms tab.
When subscribers opt-in to a Preference option, they will be added to the segment(s) you specify. You have to specify at least one segment per Preference option.