Email List Categories

Subscription options are managed using Email List Categories. Email List Categories are like areas of interest and allow you to group email lists together under a common list category. Constituents will see the Email List Categories as their subscription options when using the email subscription link or on donation, membership, or event pages where email list subscriptions checkboxes are included.

You can edit the Email List Categories two ways. First, the preferred method is from the Email Marketing module's Contacts Page. You can select any email list and click on Edit in the bottom left corner of the list. This will open a new window where you can click on the dropdown menu next to Category and click <New/Edit> to open the list editor.

You also can edit the list from the Account Settings > Options tab and clicking on Email List Category from the Manage Picklists dropdown menu. However, this second option does not allow you to edit the privacy setting for the list categories.

 From the Contacts page, the list editor window will allow you to add new Email List Categories by typing into the box at the top of the window. The lock icon can be set to Public with the green lock, or Private by clicking on it to make it a red lock. When complete, click on the disk icon to Save the new Email List Category. At least one email list must be assigned to the Email List Category and it must be Public (green lock) in order for it to be visible as a choice for subscribers.

You can also edit the name or privacy settings for any list category using the edit icon to the right of the Email List Category name. If the Email List Category is not currently being used, you can use the trash can icon to delete it.

You can change the Email List Category for any email list by choosing the category from the list while in edit mode.

When a constituent subscribes to an Email List Category, they will automatically be added to all email lists associated with the category. For example, if you have an Email List Category called Events and you have four email lists for your gala, golf tournament, membership conference, and awards luncheon, that new subscriber will be subscribed to all of those lists.

Subscribing to Specific Email Lists

Another option available is automatically adding a constituent directly to a specific email list versus an Email List Category. For example, an event ticket level, membership, level, survey response, or donation page can be set up to add the constituent to an email list as part of the transaction. When a constituent purchases the membership, registers for event tickets, completes a survey, or makes the donation through the page, they are automatically subscribed to the designated list.

Membership Page - Level Setup

Event Page - Level Setup

Donation Page - Settings

Survey Page - Settings

Subscription Link Options

From the Email Marketing > Contacts page, there is a LINK button which provides a unique URL that can be posted on  your organization's website or shared on social media.

Another way is to create a JMML (Join My Mailing List) Widget. With this option you can select the list categories (which are tied to actual mailing lists) that the donor will be added to; the constituent does not select any categories themselves.

The widget Embed Code is added to your website to include this subscription box. To learn more about the JMML widget, see this article: https://support.donorview.com/en/support/solutions/articles/9000190350-what-is-a-join-my-mailing-list-jmml-widget-