Dynamics Community Forum Thread Details

Hello sdnd2000,

You're on the right track wanting to create a subscription center and subscription lists in Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing). However, the way you create and manage these has changed slightly.

Here's a breakdown of how to create subscription centers and lists in Real-time journeys, and what you might be missing:

Key Concepts:

Preference Centers (Replaces Subscription Centers): In Real-time journeys, the concept of a "subscription center" is now handled by "Preference Centers."

Purpose (Replaces Subscription Lists): "Purposes" are used to manage the types of communications users can opt in or out of.

Steps to Create a Preference Center:

Create Purposes:
- Go to Settings > Customer engagement > Purposes.
- Click + New to create a new purpose.
- Give your purpose a descriptive name (e.g., "Newsletter," "Product Updates," "Event Invitations").
- Set the Enforcement option to "Commercial" or "Transactional" as appropriate.
- Save your purpose.
- Repeat this for all the subscription options you want to offer.

Create a Preference Center Form:
- Go to Forms > Marketing forms.
- Click + New.
- Select the "Preference center" form type.
- Add the "Purpose" field to the form. This will allow users to select the subscriptions they want.
- Customize the form with your branding and any other necessary fields.
- Publish the form.

Add a Link to Your Preference Center:
- In your email content, add a link to your Preference Center form.
- You can use the "Insert link" feature in the email editor and paste the URL of your published Preference Center form.
- You can use the assist edit functionality to add the link.

What You Might Be Missing:

Terminology Change: The shift from "subscription centers" to "preference centers" and "subscription lists" to "purposes" can be confusing if you're used to the older terminology.

Form-Based Management: Preference centers are now managed through marketing forms, giving you more flexibility in customizing the user experience.

Real Time Journeys: Real time journeys uses purposes, and preference centers. The older style marketing lists are not used in real time journeys.

Important Notes:

Compliance: Ensure your Preference Center form complies with all relevant data privacy regulations (e.g., GDPR, CAN-SPAM).

Testing: Thoroughly test your Preference Center form to ensure it's working correctly.

Documentation: Refer to the official Microsoft documentation for the latest information on preference centers and purposes in Real-time journeys.

Refer Create branded, customized preference centers to manage customer consent for more details https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-preference-centers

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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