Automate CRM Email Preference Management

Email Preference Management allows your contacts to choose what type of emails they receive, instead of unsubscribing from everything.

This guide walks you through setting up preference-based unsubscribes inside Automate CRM — step by step.

What Is Email Preference Management in Automate CRM?

Email Preference Management lets you create email subscription categories (called Preference Types) and assign them to campaigns.

This means contacts can:

• Unsubscribe from specific email types

• Stay subscribed to content they care about

• Avoid unnecessary global unsubscribes

The result? Better engagement, better deliverability, and better compliance.

Step 1: Open Preference Management Settings

All preference settings are managed at the location level inside Automate CRM.

How to access it:

1. Log in to your Automate CRM dashboard

2. Select the correct Location

3. Navigate to Settings → Preferences

   
   

Step 2: Create Email Preference Types

Preference types define the categories of emails you send.

Common examples include:

• Newsletters

• Promotions & Special Offers

• Product Updates

• Events & Announcements

How to create a preference type:

1. Click Create Subscription Type

2. Enter a Preference Name (e.g. “Automate CRM Newsletter”)

3. Add a short description explaining the content

4. Click Save

✅ Repeat this step for every email category you plan to send.

Step 3: Assign Preferences to Email Campaigns

Creating preference types is only half the setup. Each email campaign must be assigned to a preference type.

How to assign a preference:

1. Go to Marketing → Emails

2. Open an existing campaign or create a new one

3. Click Send or Schedule

4. Select the relevant Preference Type

5. Save or send your email

⚠️ Important:
Emails without a preference type cannot correctly apply unsubscribe rules.

Step 4: How Automate CRM Applies Unsubscribes

Once preferences are assigned:

• Contacts unsubscribed from that category will not receive the email

• Contacts remain subscribed to other categories

• Contacts are not removed from lists or workflows

This protects your email list while respecting contact choices.

Step 5: Manage Preferences for Individual Contacts

Admins can manually review or update a contact’s preferences if required.

How to manage contact preferences:

1. Open Contacts

2. Select a contact

3. Go to the DND (Do Not Disturb) tab

4. Click Subscription Status

5. Toggle each preference:

   • Subscribed

   • Unsubscribed

⚠️ Only re-subscribe contacts if you have valid consent.

Step 6: What Your Contacts See

When preference management is enabled, unsubscribe links include a Manage Preferences option.

Contacts can:

• Unsubscribe from specific categories

• Update their email preferences

• Fully unsubscribe if they choose

This improves trust and reduces full list unsubscribes.

Preference Unsubscribe vs Full Unsubscribe

Best Practices for Automate CRM Users

✔ Use clear, descriptive preference names
✔ Avoid too many categories
✔ Assign a preference to every email campaign
✔ Monitor unsubscribe rates by category
✔ Combine preferences with tags and segmentation

Final Thoughts

Email Preference Management in Automate CRM helps you send:

• More relevant emails

• Fewer unwanted messages

• Fully compliant campaigns