Preference Manager for Microsoft Dynamics – General FAQ
Does Preference Manager require a password?
Preference Manager can be built with or without a Password requirement enabled for contact login, depending on your preference.
How can management see if people are signing up to receive content via the Preference Manager?
Concep provides a Preference Manager dashboard with our installation package that will track all new subscribers to the content on your Preference Manager. This dashboard can be shared by Marketing with whomever they think will find it useful.
Can I have the emails sent by Preference Manager coming from my own domain?
Yes. We strongly recommend clients to use their domain as it helps your contacts to easily identify that the double opt-in and reset password emails are coming from your firm.
For Preference Manager, what type of marketing list should I use for my email campaigns?
You should set up static lists in your CRM. Concep will only need the marketing list GUID from Dynamics to code into the site.
How do I keep users from changing contacts preferences?
Each company has it owns data management rules and the preferences changing should become part of these rules. Adding and removing contacts in lists in CRM will reflect when a contact logs into Preference Manager, so that should be taken into account when managing contact preferences internally.
How do I ensure management can see the preferences their contacts select?
Your CRM team should add the preference fields on the contact form. This will allow other users to see the preferences their contacts have opted for.
One thing to keep in mind is that you may need to separate this information in its own form or section for your contact records depending on the number of preferences your firm has.
You can find a brief guide on how to do it here.
What happens if I need to update the content on my Preference Manager pages?
You will need to contact Concep who can work with you on changing Preference Manager to match your new requirements.
How does Preference Manager double opt-in work?
When a new contact sign-up to Preference Manager, it sends a double opt-in email to the email address provided and holds the sign-up details. Once the contact clicks on the confirmation link in the email Preference Manager pushes the contact details into Microsoft Dynamics.
What is the Primary Key used by Preference Manager to map contacts preferences?
Preference Manager uses the contact’s email address to map their updates to Microsoft Dynamics CRM.
What contact information is kept in Preference Manager?
Only email address and password (both encrypted).
What happens when a contact tries to sign up for Preference Manager but his/her email address already exists in CRM?
Preference Manager will stop the sign-up, alerting the contact that the email address already exists in the database. The contact is then asked to go through the recover password process.