Editing the subscription preferences page your contacts see

The subscription preferences page is where a contact decides which of your emails they want. It lists your subscription types with a switch for each one, and the contact turns them on or off and clicks Save preferences. You choose how the page looks, and whether it uses our texts or your own. Which switches it shows comes from your subscription types.

How contacts get there

Contacts open the page from a link in your emails. In the email editor, the Tags panel has 2 tags for this:

Subscription preferences opens this page for the contact who received the email.
Unsubscribe link opens a page that asks the contact to confirm. When they click Unsubscribe, they leave the subscription type of that one email. That page also has a Manage email preferences link to this page.

Campaigns, automated emails, and recurring emails need one of the 2 tags. Without one, the email is refused with a message asking you to add an unsubscribe link. The only exception is an email that uses a functional subscription type, which needs neither.

Gmail, Yahoo, and Outlook can also show their own Unsubscribe button next to your name in the inbox. That button unsubscribes the contact from the email’s subscription type straight away, without opening a page.

The contacts portal has its own Mailing preferences page, which is set up in the portal editor, not here. See How to configure the contacts portal.

Opening the editor

Click the gear icon at the top right of the dashboard to open Settings, then click Marketing under Functionalities. You only see Marketing if you’re an admin with access to marketing.
Go to the Subscriptions page section, right below Subscription types. Its card shows the theme and layout the page uses now, with a small preview. Click Edit, or click the preview.

The editor opens full screen, with Pages on the left, the preview in the middle, and Branding on the right. At the top you’ll find Back, Show, and Save changes.

Theme: brand kit or custom

Branding starts with Theme, which has 2 options:

Brand kit: the colors, font, and corners follow your brand kit, and we write the texts on the page for you. Contacts read them in their browser’s language, or in English when we don’t have that language. When you change your brand kit, the page follows. Edit brand kit takes you there. Save your changes first, because the link leaves the editor.
Custom: you pick your own colors and font, and write the texts yourself.

A page that’s set up for the first time starts on Brand kit.

Layout

Layout works the same with both themes:

Split screen: your logo and business name on your background color on one side, the page next to it. On a phone, the colored part becomes a strip at the top.
Soft tint: a light wash of your background color behind a card.
No card: a clean page with a soft glow of your brand color at the top.

Every layout shows the logo from your brand kit and your business name. Without a logo, the first letter of your business name stands in. If your background color is close to white, Split screen and No card use your button color for the colored part instead, so the page never looks blank. There’s no image or width setting.

The 2 pages

Pages has 2 items. Click one to see it in the preview.

Main page is what the contact sees first: the text, a switch for each subscription type, and the Save preferences button.
Success page is what replaces it after they click Save preferences: an icon and a short text.

At the top, the live page shows the email address of the contact who opened it. The preview shows a sample address in its place. If your account has a support email address for contacts, the page ends with “Need help?” and that address.

The texts

With Brand kit, the texts are ours and you can’t edit them. The main page has the heading “Email preferences” and a line inviting the contact to choose which emails they get from your business. The success page says “Preferences saved”.

With Custom, click the text in the preview and type. A toolbar appears with font size, line height, text color, bold, italic, underline, links, emoji, alignment, and lists, plus undo and redo. There’s no separate field for the text. Until you change it, the main page starts with a heading like “Communication preferences” and the success page with “Success”, so change both to your own words.

The switches in the preview show the names of your active subscription types, without the functional one, which contacts can’t unsubscribe from. You can flip them and click the button to see the success page, but nothing is saved. To add, rename, or remove a type, go back to Settings → Marketing → Subscription types.

Use the monitor and phone icons at the top of the preview to check the page at desktop and phone width.

Colors and font

These only appear with Custom.

Colors has Background color, Card color, and Button color. Background color is the colored side in Split screen, the wash behind the card in Soft tint, and the glow at the top in No card. Card color is what your content sits on, and Button color is for the Save preferences button. Your brand kit colors are offered as swatches.
Font lists the fonts in your brand kit. If you haven’t added any, you’ll see a link to add one. With unsaved changes, it asks you to save first instead, because the link leaves the editor.

There’s no setting for the text color. The text and the button label get a color that contrasts with your card and button colors, so they stay readable whatever you pick. Custom pages have medium rounded corners. With Brand kit, the corners follow your brand kit.

Saving

Nothing is saved until you click Save changes, which only becomes available once you’ve changed something. If you click Back with unsaved changes, you’re asked whether to continue without saving.

Checking it with a real contact

Show opens the live page for one contact, so you see exactly what they’d see, including which switches are on for them.

Save your changes first. The live page shows what’s saved, not what’s still open in the editor.
Click Show, search for a contact under Select contact, and click Show again. The page opens in a new tab.

This is that contact’s real page, not a copy, as the warning in the dialog says. If you change a switch there and click Save preferences, their subscriptions change. Use your own contact to test, or leave the switches alone.

What contacts can do on the page

Each switch starts at the contact’s current status, so they see what they’re subscribed to.
Save preferences becomes available once they’ve changed a switch. Flipping a switch back to where it started doesn’t count. After saving, the success page appears.
There’s no single button to unsubscribe from everything. A contact who wants no emails at all turns off every switch.
For a double opt-in type, turning the switch on sends the contact an email to confirm. Until they confirm, they aren’t subscribed, and the switch shows as off when they come back to the page.
The functional subscription type isn’t on the page, because a contact can’t unsubscribe from it.

2 other pages use the same theme, layout, colors, font, and logo as this one, but not your texts. Their wording is ours, even with Custom. Both wait for a click, so a link checker that opens every link in an email can’t unsubscribe or confirm anyone by accident.

The page the Unsubscribe link opens. It has the heading “Unsubscribe”, names the subscription type, and has an Unsubscribe button. After the click, it says “Unsubscribed”.
The page the double opt-in confirmation email opens. It has the heading “Confirm your subscription” and a Confirm subscription button. After the click, it says “Subscription confirmed”.