New Feature: Data Update Page (GDPR)

Your subscribers have to be able to modify what data they share with you. According to GDPR you only have to share this data with them if they ask for it and change it if they tell you to do so. But it is a difficult and slow process that’s not enough for your subscribers – they want transparency and trustworthy companies.

Therefore, we are introducing Data Update Page.

What is a Data Update Page and why is it good?

Data Update Page is a web page where your subscribers can edit the information they shared with you. They can reach their page by clicking a specific link in your emails’ footers.

It looks like this for your subscribers:

Data modification webpage

 

How to setup your Data Update Page?

Firstly, share the custom fields you want to be shown on the Update page.

  1. Go to Settings/Custom FieldsCustom Field list
  2. Now you see the list of custom fields you use currently. Click the down arrow next to a custom field (right to the “EDIT”) which you want to be shown on your Data Update Page for your subscribers.Split button
  3. Now choose “SHOW ON UPDATE PAGE” optionShow on update page
  4. After you click on it, you will see a blue eye icon appear on the custom field you chose. It means that custom field is published on your Update Page.Eye icon

Secondly, add the Update Page to your emails.

  1. Create a new or an existing email (drag and drop email), got to the builder and click on the footer blockClick footer
  2. Now click the Unsubscribe option on the right side barclick on footer
  3. Scroll down and you will see the “Data Update Page text” tittle. You can customize the anchor text in the box below. When you modify it you will see that the anchor text of the URL is changing in the footer on the left.Anchor text for Data Update Page

How to preview your Data Update Page?

Just send a preview email and click the link in them email that lands in your inbox. You will see dummy data on the website as it is a preview of the Data Update Page.

New Feature: Show your subscribers a Preference Page

In case your have multiple newsletters or you send emails in different topics, you can let your subscribers what type of email communication they are expecting from you.

This is the Preference Page.

What is a Preference Page and why is it good?

One picture tells more than thousands of words – so this is how a preference page looks like in Automizy:

Preference Page

Basically, the Preference Page is a website where your subscribers can customize the emailing experience they get from you.

For example a subscriber doesn’t want to get your Promotions but still interested in your blog articles, therefore:

  • she clicks the “Manage Preferences” link in one of your emails’ footer instead of unsubscribing completely,
  • arrives to the website you saw above,
  • unchecks the “Promotion” option
  • and updates her email preferences by clicking the button.

Viola! You don’t lose a subscriber completely – she just tells you what she wants to receive from you and it happens automatically!

How to customize the anchor text for the Preference Page in your emails?

  1. Create or edit a campaign made by drag&drop email builder.
  2. In the email editor click on the footer block (the last section of your email)
  3. In the slider bar on the right choose the “Unsubscribe” tab
  4. Scroll down and you will see a “Preference Page text” block below the “Unsubscribe” block
  5. Customize the anchor text that is by default “Manage preferences

Manage Preferences

In an email it looks like this:

manage preferences in email

How to add categories to your Preference Page?

Preferences are basically your lists you add to your Preference Page. Here’s how to show a list on your Preference page:

  1. Go to Contact menu, to the lists pageContacts menu
  2. Click on the split buttonShow list on pref page
  3. Pick the “SHOW ON PREF. PAGE” button and you will see a blue eye icon appear on the list, next to the number of contactsShow on preference pageYou can add as many lists to be visible on your website as you want. You can hide them following the same process.

 

New Feature: Introducing Next Generation Lists

Although’ filtering based on contact information is the best way to segment your subscribers, there are specific use-cases when sorting into different lists might be useful.

Therefore, we are introducing Lists.

Next Gen Lists

What are Lists and why is it “Next Generation”?

Lists are basically groups, where you keep your subscribers. You can import subscribers from CSV files, add them manually, or they can subscribe via forms or integrations to your lists. And you can send them newsletters or pull them into automated email sequences using the “Subscribers joins list” trigger.

It’s a very handy tool to manage your subscribers. But why is it different than other solutions on the market?

Because Automizy Lists are smart. If you add 1 subscriber (e.g. yoursubscriber@gmail.com) to your Newsletter list, and you add the same subscriber to your customers’ list too, it will count as 1 subscriber.

Great, who cares?

Well, actually it IS VERY IMPORTANT FOR YOU! Because this way you will pay for 1 contact once, no matter how many lists he or she is on. There won’t be any email duplications!

On top of that, you can’t accidentally spam your subscribers if you send a newsletter to 2 or more lists and 1 contact joined every list you have!

That sounds better, eh?

What can you do with Lists?

If you have 2 or more lists, you can easily manage your subscribers manually and automatically:

  1. Import or add contacts manually to lists
  2. Move contacts to other lists manually or automatically
  3. Pull subscribers into an automation when they join a specific list
  4. Use a list as a condition in your automated sequences (whether a subscriber is on a specific list or not)

How to use Lists?

We recommend using multiple lists only for different life-cycle stages (e.g. newsletter subscribers,  leads, customers)  and for only completely different stakeholders (e.g. business partners and customers).

If you have more than 1 lists, ALWAYS CREATE 1 LIST THAT CONTAINS EVERY SUBSCRIBER YOU HAVE.

In the short run, it doesn’t count at all… But believe me: you will have a hard time to filter your contacts later on if you don’t add them to the MAIN LIST, too.

And one important note: use Tags and Custom Fields for filtering purposes (e.g. what ebook they downloaded, geolocation, company size, company type, age and more).

New Feature: Live Filtering makes it easy to Segment your Subscribers

Effective email marketing is all about proper segmentation – every marketer knows that. The better you segment your audience the higher your ROI will be.

Therefore, we introduce Live Filtering to help you segment your subscribers as easily as never before.

Live Filtering

What is Live Filtering?

Live Filtering is an Automizy original feature: it makes it easy to find a set of subscribers that have something in common (e.g. subscribers over a specific age, downloaded an ebook, paid, subscribed in a specific time period, etc.).

Not only can you easily find people in your database, but you can also save them and reuse the same search criteria (filter) later.

In addition, you can easily send them emails using saved filters. So you don’t send the same email to your whole list but you can send relevant offers based on life-cycle stage, interest, geo-location and more.

send newsletter to saved filter

Not to mention that you can filter for subscribers when you send your newsletter if you previously forgot to do it – without leaving your actual newsletter sending journey.

There’s nothing more annoying than realizing that you forgot to segment. So you have to quit your actual email sending process just to create your filter.

In Automizy you can filter your subscribers any time without leaving the newsletter sending process. Saves a lot of time and stress…

Newsletter New filter

What can you filter for?

You can filter subscribers based on different types of data:

  • they have or don’t have a specific tag(s),
  • they have less or more than a specific lead score,
  • they joined your list before or after a specific date,
  • has a specific email address, name, company or website,
  • is unsubscribed or bounced,
  • was imported from a specific CSV,
  • and for any custom field you create (e.g. source, geo-location, age, buyer persona, payment size, etc.).