Member Marketing Preferences

Problem

This article explains how to configure marketing preferences in Gladstone Go, including setting up subscriptions (topics), communication channels (how messages are sent), and opt-in text. It also covers how members can manage their own preferences.

Resolution

1. Configure Subscriptions Using Audience Builder (in Go)

1. In Operator, go to Automation Portal > Audiences.
2. Either create a new audience or edit an existing one.
3. Set the Audience Type to Marketing.
4. Click the "+" button and enter a Name and Description for the new marketing subscription.
5. Save the changes.

This will:

• Automatically add the subscription to the default marketing preferences for new members who opt in.
• Automatically add the subscription to existing members who have already opted in.

2. Configure Subscriptions Without Audience Builder (in GMC)

1. Go to GMC > Configuration Manager > Configuration.
2. Select Shared Global, then Campaigns & Channels.
3. Create a new campaign and set the Category to Marketing.
4. Save your changes.

Important: Subscriptions created in GMC are not automatically applied to default marketing preferences or existing member accounts. You will need to contact the Gladstone team for help with these tasks.

3. Configure Marketing Channels

1. In Operator, navigate to Configuration > Modules > Configure.
2. Search for the word "Channels" to find the field "Communication channels linked to marketing opt-in".
3. Select Manage and enter EMAIL, SMS, and/or MAIL separated by commas.
4. Save changes.

4. Configure Opt-in Text

This is the text shown to members when they join through Go and are asked to opt in to marketing.

1. In Operator, go to Configuration > Modules > Configure.
2. Search for the word "Text" to find the field "Text for marketing opt-in".
3. Select Manage and enter the text you want to display to members. The default wording is along the lines of "I want to receive information on products and discounts via email"; it can be changed.
4. Save changes.

5. Member Management of Preferences

Members can manage their own marketing preferences in the My Account section in Go:

• Select or deselect channels under the Communication Method section.
• Toggle subscriptions on or off under the Communication Subject section.
• All changes are saved automatically.

Notes

• Subscriptions are the topics or types of marketing your members receive.
• Channels specify the ways (e.g., EMAIL, SMS, MAIL) in which members receive marketing messages.
• Opt-in text is shown to members when they join and are asked to agree to receive marketing.
• The opt-in must be optional (opt-in only) to meet GDPR and marketing rules. Ticking it sets a marketing flag on the customer record, which is logged on the contact's Preferences in 360/Plus2 automatically. The marketing flag is separate from campaign consents on the Plus2 preferences tab.
• Depending on version, the Go Join marketing consent may cover email only (older guidance says SMS and push are coming), even though the channels setting accepts EMAIL, SMS and MAIL. Test the join journey to confirm what your version offers.
• Marketing Subscriptions is the updated name for campaigns, which are now ongoing types of marketing rather than short-term collections.
• If subscriptions created in GMC are not being applied to members, contact your Gladstone team to update defaults and existing member preferences.
• Related: Using Audience Builder; Business Rules and Communication Jobs in the Gladstone Go Automation Portal; Go Join Joining Settings in Operator.

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