Email Subscription Management

April 16, 2025April 16, 2025

Our all-in-one retail software has implemented significant improvements to email subscription management, allowing increased flexibility and user control over marketing communications. Your customers can now manage their subscription preferences directly through the Subscription Settings page. This enhancement helps maintain customer engagement by ensuring subscribers receive only the content they find valuable.

 

Managing Subscriptions

Your subscribers have access to the Subscription Settings page using the links at the bottom of every marketing email the system sends. There are two options in that area:

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Unsubscribe

If the subscriber clicks to Unsubscribe, they'll see a window like this, showing them what they're currently subscribed to. Your logo will be at the top (if you have one saved under Settings > General). They can toggle whatever they want off and then click Save Changes and their subscription change will be confirmed for them. If they click the Manage All Subscriptions link near the bottom, the window will expand to show everything on the Subscription Settings page. Full details are below in the Update My Preferences section.

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Update My Preferences

When a subscriber clicks the Update My Preferences link, they'll see the full Subscription Settings page. They'll see all items to which they are currently subscribed, as pictured below, as well as anything they're not subscribed to. They can set item subscriptions however they like using the toggles on the right.

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Items on the list will be the ones you have active in the Marketing system for your store, so it may be different from what you see in these examples. If you do Service Reminders, those will be at the bottom of the list. Also at the bottom is a link to Unsubscribe from All Marketing Emails, which will turn off all toggles if that's what the subscriber wants. The subscriber can click to Save Changes whenever they're ready.

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Subscriptions and Statuses

You can view a customer's subscriptions and their statuses by going to Customers > Customers and searching for the customer, then clicking on their ID. The Edit Customer panel will open for you and you'll want to go to the Marketing Tab.

You should be viewing the Subscriptions tab by default. At the top of the Subscription History tab, you should be able to view the current opt in subscription status for the associated email address. Below that, you will see the full list of marketing email subscriptions.

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Understanding Status Types

  • Pending Confirmation:

    • (-) Opt In Required: If the email has not been confirmed as opted-in.

    • (-) Never Enabled: Email was confirmed but not added to the mailing list.

  • Active Subscriptions:

    • (✓) Store Manual Edit: Added manually by store staff.

    • (✓) Email Marketing Signup: Email address was signed up through the Marketing Signup Form.

    • (✓) Checkout Signup: Opted-in during website checkout.

    • (✓) Subscribed: Enabled via the Subscription Settings page.

    • (✓) In Store Signup: Subscribed by staff during new customer creation.

  • Unsubscribed or Inactive:

    • (X) Store Manual Edit: Removed by store staff.

    • (X) Unsubscribed - Subscription Settings: Disabled via the Subscription Settings page.

    • (X) Date Missing: Missing the necessary date for promotional emails.

 

Access and View Subscription History

You are able to see a customer's Subscriptions from the Edit Customer page. Go to Customers > Customers and find the customer you want, then click on their ID number to open the Edit Customer panel. Go to the Marketing tab and you'll see their current Subscriptions. Click the Subscription History sub-tab to see all Subscribe and Unsubscribe events and whoever was responsible. Events such as Unsubscribed and Opt-In Confirmed are done by the subscriber, other events will be Store Added or Store Removed indicating it was done by you.

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Understanding the Displayed Columns

  • Event - Indicates the specific marketing email and action taken
  • User - Shows who performed the action (store personnel or the customer)
  • Location - Specifies where the action was taken (e.g., Edit Customer, Checkout).
  • Date - Displays when the action occurred.

 

Frequently Asked Questions

Q: How do I update my subscription preferences?

A: You can update your preferences through the Subscription Settings page by clicking the Update My Preferences link in any marketing email.

 

Q: Can I subscribe to new email types?

A: Yes, new subscriptions can be managed from the Subscription Settings page.

 

Q: What happens if I unsubscribe?

A: Upon unsubscribing, preferences are saved, and the affected email types will cease until changed.