Help · Settings
Preferences page
A Preferences page link in your email opens a page called Your preferences, made for the one person who received that email. There they can:
- change their first and last name;
- change their email consent, on or off;
- stop text messages, if they get them from you;
- answer the questions you add here.
Their address is shown, and cannot be changed there — changing it is a matter for you. The page shows nothing else about them: no orders, no activity, no lists or segments, and none of the details your store fills in.
Like the unsubscribe page, it is served by this app, carries nothing of ours, and reads as yours.
The link
You add the link in the email builder, on words in a sentence: choose Preferences where a link goes. The Where a link goes page has the details. The address is made for each person when the email is built, so there is nothing to type:
This link opens each person’s own Preferences page, where they can change their name, their consent and their answers to your questions. The address is made for each person when the email is built. It does not count as the unsubscribe link.
It is not the unsubscribe link. Every marketing email still needs that one, and an email whose only link out is this one is refused until it has it.
The link never expires and opens only that person's own page. In a test email it opens no page — it carries a sample address and shows Not found — because a test goes to your team, not to the person. A click on it counts as an ordinary click: it shows up in your reports and keeps the person from looking inactive. A profile's activity, a campaign's report and the Clicked Email metric name it Preferences page, never the person's own address.
Linking a first name
The friendliest place for it is the greeting. Write Hello, and insert the First name detail, then select the name and press Link, and choose Preferences. Everyone who reads Hello, Jane. can press their own name to reach their own page.
When someone unsubscribes from email
They do not leave in one press. When they save with email off, they first read a few words from you, then choose between Stay subscribed and Unsubscribe. Unsubscribe takes one press from there.
Open Settings → Preferences page to write those words. Leave the box empty and it uses the wording shown in it — a gentle "please don't go":
They see these words first, then two buttons: Stay subscribed and Unsubscribe.
Leave it empty and it uses the wording shown in it. Your store’s name is filled in wherever you write {store name}.
Pressing Unsubscribe there records them as unsubscribed and tells your store, as the unsubscribe link does. Choosing email again is their own opt-in, recorded on the day they make it. The profile's consent history names the page:
on the Preferences page
Text messages
A person who gets text messages from you can stop them here. They cannot start them again here: that takes your sign-up form, which sends the code to their phone, or texting START to your number. The page tells them so.
Do not email and Do not text
An address or a number in Do not email or Do not text gets no switch on the page at all — one plain sentence instead. Those are never sent to again, and nothing on any page can change that.
Your questions
Add up to ten questions. Each one saves the answer to one of your profile properties:
Each answer is saved to the profile property named under its question, and replaces what that profile had there.
Under Add a question, pick from your store's own properties, most used first, or type a new property name. The question's words start as the property's name in plain words — favorite_color becomes Favorite color — and you can change them. Each question takes a typed answer, or one of a list of choices you write, one per line:
2 to 10 different choices, each up to 100 characters.
An answer replaces what you had. A form only fills in a property that is empty; on this page the person is the one answering, so their answer is the answer. Clearing a typed answer clears the property. Their name works the same way, and when they are your store's customer the name changes in your store too.
Names, email, phone, birthday and the details your store fills in cannot be asked:
That property can’t be asked here. Names, email, phone, birthday and the details your store fills in are not offered.
Every change a person makes is recorded on their profile, named as theirs and never as a team member's — for example Answers changed on the Preferences page.
How it looks
The page takes its look from your store, exactly as your unsubscribe page does, dark version included: the button is your brand's primary color, the words are in your body typeface, and your store logo sits at the top. A change to any of them shows here the next time someone opens the page.
Change your brand colors and logo on Settings → Store, and your body typeface on Settings → Email. The preview here draws the page with a sample person, and Unsubscribing from email shows the words they read before email stops.
Who can change it
An owner or a manager. A marketer and a viewer see the page and its preview without being able to change anything:
An owner or a manager can change this page.
If your saved page cannot be read
Rarely, the panel cannot read what is stored, so it makes everything read-only rather than let an edit overwrite settings it cannot see. People who open the page still get a whole page.
Your saved Preferences page could not be read, so this shows what people are seeing. Nothing can be changed here until it is sorted out.