Is the following approach realistic for subscription management in Marketing Cloud Advanced?
We are planning to create custom checkbox fields (True/False) on both the Lead and Contact objects in Salesforce to manage subscription preferences.
We would like to use these fields for:
- Segmentation
- Determining whether a user is eligible to receive emails at send time
In addition, when a user unsubscribes from email content, we would like to synchronize that information back to Salesforce and automatically update the Contact (or Lead) record by setting the checkbox field to FALSE.
Would this be considered a standard and realistic architecture in Marketing Cloud Advanced?
Also, would you recommend:
- Managing this together with All Subscribers status
- Using Publication Lists
- Or implementing a custom preference center / unsubscribe process?
Thank you in advance for your advice.
Hi Wakana,
Yes, you need to create Subscription and a Pref Center (you'll add a link to it in your emails), and the mapping/handling of Consent will then entirely made by MCN.
To your point, there are multiple ways of changing the consent status of a given recipient in MCN (of course the recipient can handle it from the email): directly from the CRM, by importing a CSV files in MCN or using Flows.
The simpler is export / import using a file, but requires a manual action. If you want a completely automated sync, you'd need to bridge both APIs.
