How to manage the preference center for dozens of segments

This process allows you to efficiently organize and manage many segments in Mautic's preference center. It enables contacts to easily opt in or out of communication categories while avoiding accidental emails after unsubscribing.

Note

You need to have a Preference center set up with the Segment List slot type.

Steps

1. Create 4-5 main "parent" segments that will be visible in the preference center. These should represent high-level communication categories, e.g. Newsletters, Product Updates, etc.
2. In each parent segment's configuration, enable the "Show in Preference Center" option.
3. Create child segments for each specific communication stream within the parent categories. For example, under a "Newsletters" parent, create segments for "Mautic Newsletter", "Drupal Newsletter", etc.
4. For the child segments, do not enable "Show in Preference Center". These will be managed through the parent segments.
5. In each child segment, add a filter where "Segment Membership" equals the parent segment.
6. When a contact unsubscribes from a parent segment, they will now be automatically removed from all child segments as well.

Info

To allow contacts to manage preferences on unsubscribe, configure this in Mautic's Email Settings.

What happens

– Parent segments are visible in preference center, allowing contacts to easily opt in or out

– Child segments inherit subscription status from parents, preventing errant emails

– Unsubscribing from a parent cleanly removes contacts from all associated child segments

Success

Keep parent segments broad and use clear naming. Aim for simplicity from the contact's perspective. You can get as granular as needed on the backend with child segments and filters.

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