The preference manager is an online portal which can be styled to look like your website (and provide a seamless client experience). Your clients are able to log-in and manage their mailing preferences, which will automatically write back to InterAction. They can also update any contact information held about them in IA, which will update IA via any DCM rules you have in place.
Key Features
- You are able to invite existing clients to use the portal, by sending an invite out to contacts in an IA folder or folders.
- Clients can follow a registration link in an email.
- Clients are able to register direct by filling in a form on the website, this will look up to see if the contact exists in IA.
- Clients are able to set a password AND/OR connect their account to LinkedIn to use the login credentials.
- Any updates made in the preference centre (e.g. changing mailing preferences) will automatically add/remove them to the appropriate IA folder.
- Any updates to their contact information will update the appropriate contact fields. DCM rules will be adhered to.