When both contact details and preferences have been saved for a new contact, that contact will then be created in InterAction and associated to their chosen lists.Īll new contacts will also be added to a predefined 'Review' folder in InterAction - this will easily allow your CRM team to review and promote new contacts created through the site.įor existing contacts, the site also provides a login to the site. Each of the check boxes on the site connects directly back to Marketing Lists in InterAction, the IDs for these lists having been provided to Concep during the data collection process of the site build. Here, contacts can choose from a set of topics of interest and/or localities. Once a contact has saved their contact details, they can navigate to the Mailing Preferences tab. Fields can also be set to required and optional, as needed. Any contact field in InterAction can be coded into the site, provided the CRM field value is provided to Concep for coding. These fields are gathered by the on-boarding team during the creation of your site, through a data collection spreadsheet in which a client provides all fields they would like to include on their form. If this address is not located already in CRM, they will be taken to the Contact Details page of the site to populate and submit their details.
#Ad preference manager password#
If an existing address is found, the contact will be prompted to login or reset their password (if applicable). When a new contact enters their email to Register, this integrated site connects to InterAction to locate or create the contact in CRM. To review an active demo site, you can refer to the Concep Send demonstration Preference Manager at demo here.Īll PM sites are comprised of three main steps: the landing page, contact details tab, and preferences/areas of interest tab.įor example, when navigating to a firm's Preference Manager site, a contact would find the landing page requesting this person login as an existing subscriber, or register if they have not done so already. If you do not currently have a Preference Manager site, you can reach out to your Account Manager or Support contact to inquire about pricing and requirements. All messaging and text on the site can also be customized to your preferences.
For Concep Send users who have purchased the InterAction integration suite for Concep Send, your firm may have purchased a dedicated custom Preference Manager site for contact subscription and preference management.Ĭoncep's Preference Manager site for InterAction is a standalone website, designed and branded per client requirements, which connects directly to your InterAction CRM instance.
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