Mautic Community Forums

General Question re: Creating a Preference Center Form for Users to join Segments

Support
#1

I have a question re: creating a preference center form for use in Mautic.

I manage email communication and automation for a volunteer-run organization. We have a number of different committees and ask all our volunteers to join at least one committee. I want to set up each committee as a Segment and let the volunteers opt in or out as they please.

Is there a way to create a Form that would accommodate this? Could the form be embedded in a page on the website and/or be a preference center option in the footer of each email? What would be the best way to set this up? Would I create a form or is there another option? Is there a way to set up multiple preference centers that show different public segments that contacts can opt in and out of? Or do all preference centers just so all public segments?

I’m still learning how to use Mautic and I’m a bit of a newbie. A little extra detail re: the step by step process would be appreciated if anybody has the time.

Thanks!

#2

Hi Nancy,
not sure if you found a solution - but I would do it this way for this scenario:

  • Define those segments as visible on preference center page
  • Initially send out a mail to all (new) members (e.g. via campaign, if this should be automatically be running all the time) to a form, that captures the initial selection
  • Let them know, that they can always adjust their selection via the preference page amongst all other subscribed topics, that you list as segments there

There is not really a way to show only a sub selection of preference center page enabled segments. Only on preference center pages you can see the actual status of a selection of segments.