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Hi all! I'm brand new to Iterable, so apologies in advance if I'm missing something obvious, but here's my situation.

I have a list of users who have answered a survey saying they'd like a follow up message about beta testing product but did not select to opt in to other marketing comms.

That list, however, is likely to contain pre-existing users in Iterable who have already set subscription preferences. I need to add them to the Beta Test message type while not messing up their existing preferences. Then, for the new users, I need to subscribe them to Beta Test and unsub them from all other message types.

Any thoughts? Am I approaching this incorrectly?

Thanks!

--Trav

Hi Trav,

It sounds like you want to take a list of survey responders, split the list into 2 categories, and handle them differently:

  1. Users who already exist in your Project → Subscribe them to the Beta Test Message Type.


  2. Brand new users who do not already exist → Subscribe them to the Beta Test Message Type AND unsubscribe them from other Channels/Types.


Am I understanding that correctly?

Also, I assume your existing Marketing Message Types are Opt-out and not Opt-in.

If so, you might consider using a Journey to take in these users, subscribe them to the Beta Test Message Type, filter based on "signupDate" to separate new users from old users, and then route the new users to be unsubscribed from all other Channels or Types.

If you'd like to review together in more detail, please feel free to submit a Support ticket so we can take a look at your needs and help advise. We'll be happy to answer any other questions you might have!

Thanks Myron! Filtering based on signupDate is the same solution we arrived at for separating out for subscription purposes.

I spent about a week testing and deciding if I wanted to switch our main message types to require opt-in rather than the default require opt-out, but in the end decided that the exception is rare enough that doing so wasn't worth the supporting workflows I would need to consistently opt users in to mail types upon occurrence of qualifying events.

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