Member marketing preferences

Marketing preferences are required in order to send your members marketing communications. You need to know what you can contact them about and what channels you can use to contact them. Thankfully, Go makes this easy to manage and simple to use.

Configuring marketing preferences

There are three preferences to configure for marketing:

Subscriptions - The topics or types of marketing that your members are subscribed to. This was formerly known as campaigns in Gladstone, but renamed subscriptions to more accurately reflect their use.
Channels - The way that people will receive marketing.
Opt-in text - What you display to members when they opt-in while joining online.

Subscriptions

Marketing subscriptions is the updated name from campaigns. This is because campaigns are collections of marketing that are reported on and run for a limited period, whereas what is set up in Gladstone is a type of marketing that a member is subscribed to which is ongoing, e.g. promotions and offers.

There are two ways to set up a subscription depending on whether or not you are using Audience Builder.

With Audience Builder

When you create a new audience (or edit an existing) you can create a marketing subscription at the same time.

Navigate to Audiences and create a new audience.
Set the Audience type to Marketing.
Click on the + button.
Enter a name (which is internally facing) and description (which the members will see) and Save.

This will do two things:

Automatically add the subscription to the default marketing preferences that a members is subscribed to when they opt-into marketing on joining.
Automatically add the subscription to any existing members who have opted-into marketing.

Without Audience Builder

If you are not using Audience Builder, then you will need to set up your marketing subscription in GMC.

Navigate to GMC > Configuration Manager > Configuration.
Select the Shared Global product.
Select Campaigns & Channels.
Open the Campaigns dropdown and select New Campaign.
Set the category to Marketing, enter a name and description, and click Save.

This will not automatically add the subscription to your default marketing preferences or any existing member accounts. You should work with our team to handle these two jobs.

Channels

The marketing channels in Go have been optimised to reduce the options for the member to those that are used for marketing. Those are Email, SMS, and Post. You can also use Push notifications with the Go app, which is managed only within the app.

Both SMS and Push need to be configured before they can be used in communication jobs. However, you can collect permission to contact members via these methods before configuring, in case you want to do so later.

To capture permission to market to members via Email, SMS, and/or Post:

In Go, navigate to Configuration > Modules > Configure.
Search for Channels and select Communication channels linked to marketing opt-in.
Enter the channels you want members to opt-into separated by a comma with no space. The options are EMAIL, SMS, and MAIL.
Click the save icon.

Opt-in text

This is the text shown to members when they are joining through Go asking them to opt-into marketing.

In Go, navigate to Configuration > Modules > Configure.
Search for Text and select Text for marketing opt-in.
Enter the text you want to appear for marketing opt-in when a member is joining and save.