Subscription Center, Segments and Marketing Lists

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Posted on by Stephani

Hi, I'm struggling to understand how to setup a standard Monthly Newsletter. Let's say I use a form for people to sign-up for it. In order to send them the newsletter in a journey, they must be part of a segment. But - subscription centers only use Marketing Lists. Does this mean that when they sign up for a monthly newsletter, I need to add them to both a segment and a Marketing List? And if they unsubscribe, I need to remove them from both?

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cloflyMao 25,210 on at

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Hi Stephani,

As official doc said:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/set-up-subscription-center#test-your-subscription-center

The only way most people will be able to open the subscription center is by selecting a link sent to them in a marketing email from a customer journey, and links such as these include an ID that lets the subscription center know which contact has requested the page.

Thus for Marketing list, contact record will be added into or removed from a Marketing list when he subscribes or unsubscribes, there is no need to make operation manually.

You can add or remove any contacts of segment depend on your demand, but it takes some time to refresh membership in segment.

In summary, there is no association between contacts in segment and contacts in marketing list if you add or remove any contact record from them.

Here is process to setup a standard Monthly Newsletter:

1. Create Marketing Lists in the Survey app

2. Create a Subscription Form and add Maketing Lists into it

3. Create a Subscription Center and add Subscription Form into it

4. Create a Content Settings to identify your Subscription Center

5. Create a Customer Journey to test(You must open the General tab, then set Content Settings field with you previous Content Settings)

6. You contact(he has already existed in segment) open the subscription link from email

7. He checks  Monthly Newsletter checkbox

8. The contact will be added as a member in the selected Monthly Newsletter Marketing List

9. If he opened link from email again and uncheck Monthly Newsletter checkbox, its record will be removed in Monthly Newsletter Marketing List

You could read tutorial below for a full Subscription center process.

https://blogs.technet.microsoft.com/lystavlen/2018/04/23/subscription-center/

Regards,

Clofly

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Stephani on at

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Hi Clofly - Here is my confusion.... I want to send the newsletter to those that subscribed and are in the Marketing List. To send the newsletter - I need to use a journey right? And if I do that, I have to start with a segment, not a marketing list. So how do I create a Journey that sends everyone that subscribed to the Marketing List and email?

In your example, you are sending everyone in a certain zip code the email. I want to send everyone that subscribed to that list.

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cloflyMao 25,210 on at

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Hi Stephani,

You could select the close button to remove the default contact-based query group from the Designer area when you creating a segment, then change to other entity.

To send contacts that subscribed in specific Marketing List, you could build a query groups with clauses like below:

You can find more details about building much more complex queries that start from some other entity in this article:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/segments-profile#move-between-entities-with-relationships

Thanks.

Regards,

Clofly

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Christian Abeln on at

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Hello Stephani,

for your newsletter Journeys you can add the respective Subscription Lists directly in your segment group that starts the journey.

In the segment group that starts the journey select a segment tile or add a new one.

Select it and open Properties on the right.

In field "Segment source" select the item "Subscription marketing list"

Identify your subscription lists and select it

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Stephani on at

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Yes, Christian! This is EXACTLY what I was missing. Thank you!

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AnthonyUliano 455 on at

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Hi Christian - When we send a marketing e-mail with the Subscription Center it appears to be missing the ID that connects it to a specific contact in a subscription list. It's just the URL for the Subscription Center and when we click on the link and it launches the Subscription Center, the e-mail field is empty and even if we type it in the form produces an error and doesn't work Should the link in the e-mail have a query string (for example) with the Contact ID or something? Any help would be awesome! Thanks

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Stephani on at

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Hi Anthony - are you sending the email through Test Send or a Customer Journey? I was informed by MS, and it is in their documentation, that you cannot test the Subscription Center Link through Test Send. You must send it through a Customer Journey to test it.

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AnthonyUliano 455 on at

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Thanks Stephani for the quick reply. I am sending through a Customer Journey, not the Test Send. The Subscription Center

Link looks like: 37ba1b65e6284219a36c1497cc34ec04.svc.dynamics.com/.../manageSubscriptions and it's the same for anyone that gets this message. The URL doesn't contain an "ID" that I've read about. Does your Subscription Center link in your e-mail have additional information in it (like a query string)?

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Stephani on at

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Are you trying to use the default Subscription Center that is identified in your Content Settings, or a different one? I am using the default, identified in my content settings so the link looks like this {{msdyncrm_contentsettings.msdyncrm_subscriptioncenter}} and when I get it via email, it looks like this:

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AnthonyUliano 455 on at

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Thanks Stephani! I'm missing the long string after the /t/t/, which must be the ID of the contact. I'm using the Default Content Settings and Default Marketing Page. In the Default Content Settings my Subscription Center field has the following value: {{msdyncrm_marketingpage(221e67c4-7997-e911-a96c-000d3a59724f).msdyncrm_full_page_url}}. Does yours have something similar?

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