You can group Cortex stages into various subscription types to let your users choose what kind of content they want to receive.
The two default subscription types are Newsletters, which include Promo and Smart Blast, and Hand-picked content for you, which include all other Cortex stages. You can also categorize subscription types by site activity, like Cart Abandon and Browse Abandon, or by important product announcements, like Price Drop and Back In Stock.
In this article, you’ll learn how to configure your subscription types. After setting up your subscription types, you’ll need to make them visible to users on the Manage preferences landing page.
Before configuring your subscription types, here are some things to know:
- Every Cortex stage must belong to a subscription type.
- By default, all new users are subscribed to every subscription type. All users will be automatically subscribed to new subscription types that are created.
- If a user excludes a subscription type in their preferences, then they won’t receive any emails from any stages in that subscription type.
Create a new subscription type
- To configure your subscription types, locate the Types section on the Subscriptions page, and click the Configure button.
- Click the Add new type button. This will create a new category where you can add stages.
- Give your subscription type a label and description. This text is what your users will see when managing their preferences, and helps your users understand exactly what each type means.
- Drag and drop stages into your type.
- Save your changes by clicking the Save button at the bottom of the page.
Reorder your subscription types
To reorder your subscription types, find the Types section on the Subscriptions page. The order shown in this table reflects the order of subscription types that your users will see when managing their preferences on the landing page. You can reorder your types by dragging a row to a new position in the table.
Move Smart Blast out of your newsletter type
If you use Smart Blast to send drip campaigns to your users, you’ll want to separate Smart Blast from your regular newsletters.
- To move Smart Blast to a different type, find the "Types" section on the Subscriptions page, and click the Configure button.
- Find the newsletter type, and click the Show stages button. Clicking this button will display a panel with Promo Blast and Smart Blast.
- Drag Smart Blast to a new subscription type.
- Save your changes by clicking the Save button at the bottom of the page.
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