Customer Preference Forms

This guide covers how to host a custom form with Blueshift to let your customers manage their communication preferences. See Form Tracking for how to capture data from external or self hosted forms.

Blueshift provides a default unsubscribe page which provides a very basic functionality of letting your customers set their "unsubscribed" attribute to true or false.

If you want to customize the branding and enable customers update attributes beyond "unsubscribed", you'll want to define your own custom html form.

NOTE: The ability to define customer preference forms must be enabled for your account by a Blueshift admin. To get it enabled, contact support@blueshift.com

How to Access the Form Editor

  1. Go to "Account Settings" via the navigation in the top right
  2. Visit the "Other Settings" tab
  3. Click the "Manage" button next to the "Custom Preference Form" select.
  4. Click "Edit" on the sample form which has been created for you

Screen_Shot_2019-03-19_at_2.12.30_AM.png

Using the Form Editor

The form editor functions similarly to email and live content templates in that it uses liquid template logic to give you access to customer data.

You can use standard html form markup to update any extended attribute. The only difference is that instead of a <form> tag, you use a special liquid block called form. Here is an example of a resubscribe form.

 {% form %}
<input name="user[unsubscribed]" type="hidden" value="false"/>
<p>You are currently unsubscribed. Click below to resubscribe.</p>
<button>Resubscribe</button>
{% endform %}

was_updated variable is available to show a success message.

{% if was_updated %}
Thanks for the update!
{% endif %}

Here's a sample form for users subscribe or unsubscribe based on their current state.

{% if was_updated %}
<p>Thanks for the update!</p>
{% endif %}

{% if user.unsubscribed %}
{% form %}
<input name="user[unsubscribed]" type="hidden" value="false"/>
<p>You are currently unsubscribed. Click below to resubscribe.</p>
<button>Resubscribe</button>
{% endform %}
{% else %}
{% form %}
<input name="user[unsubscribed]" type="hidden" value="true"/>
<p>You are currently subscribed. Click below to unsubscribe.</p>
<button>Unsubscribe</button>
{% endform %}
{% endif %}

NOTE: The form editor preview pane is a fully functional representation of the form end users will interact with, submitting it WILL modify attribute values for the user being used for preview.

Activating the Preference Form

In the "Other settings" account pane, simply select the form you wish customers to see and click save. Once saved, the {{ unsubscribe_link }} will link to the selected form. Note: a whitelabel host name (CNAME) must be configured in order to use preference forms.

Screen_Shot_2019-03-19_at_7.08.22_AM.png 

Linking to Forms from Outside of a Campaign Email

If you want to link to a preference form directly from one of your websites, then you will need to identify the user who the form is for by attached their user uuid to the form link via the "uid" parameter. For example: links.blueshiftreads.com/customer/email_preferences?uid=2b4a8fc6-55de-42e5-8d88-679432ec377d

 

 

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