How to Best Leverage Pardot Email Preference Center

A man is sitting with a laptop holding an envelope in his hand representing Pardot Email Preference

Published on: March 14, 2022 Updated on: March 28, 2024 views Icon 427 Views

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Author

Sakshi Arora
Sakshi Arora LinkedIn

Assistant Manager- Content Marketing

Sakshi Arora is a seasoned content writer and marketer specializing in B2B topics such as marketing automation and website development. Leveraging her journalism background, she infuses her work with clarity and creativity, captivating audiences. Beyond her professional pursuits, Sakshi finds joy in writing about personal emotions, showcasing her introspective side and adding a unique touch to her portfolio.

Article Reviewed By: Rahul Saini LinkedIn

Table of Contents

An average of 319.6 billion emails were sent and received every day in 2021 and this number is expected to reach 376.4 billion by 2025.  An average email user receives more than 120 emails every day! And given the importance businesses assign to email marketing, it is not surprising. 

Your marketing team would spend countless hours to build the database, strategize the email marketing plan, create content, and personalize emails to generate revenue for your business. 

Let us take a real-life example. You receive dozens of marketing emails in your inbox daily. Some are from businesses you never signed up for, and you are probably unsubscribing them. However, some are from businesses that you have used in the past. In a typical scenario, you won’t like to receive all their emails and have your preferences. 

The same goes for your customers who have their preferences and don’t enjoy being spammed with unrelatable emails every day. Email preference center (EPC) thus becomes important to reach out to your target audience with relatable emails. 

Your email marketing campaign must offer users the choice of receiving emails that serve them well. The introduction of the General Data Protection Regulation (GDPR) by the European Union mandates businesses to let consumers decide the kind of marketing messages they would like to receive. Failing to comply can invite a strict penalty. Pardot Email Preference Center from Salesforce can help you resolve this challenge. 

What Is EPC and Why Do You Need It?

An email preference center is a simple form that lets your subscribers gain control over the kind of emails they receive from your brand. This is an extension of the traditional ‘Unsubscribe Page’ that email recipients would visit after clicking the unsubscribe button on the bottom of the email. While this page meant losing people from the list, EPC lets you retain them by sending them only relevant business communication as per their preferences. 

An EPC lets email recipients have control over:

  • How often and when you contact them
  • Channels they can be contacted through 
  • The kind of content they prefer to see

Email preference center is the need of the hour for businesses across industries, given the global concerns for privacy and increasing compliance requirements. Here are some reasons why your brand needs EPC: 

  • Ensure Compliance and Transparency – GDPR makes it mandatory, and your brand must deploy it.  EPC also ensures higher transparency as your subscribers have control over the emails they receive.  
  • Reduce Unsubscribes - With a small change in the frequency and content of the email, you can retain your subscribers. 
  • Gather Data - Collect vital data about your subscribers such as their age, gender, income levels, and product preferences. 
  • Increase Conversions – Targeted emails lead to better engagement with the subscribers and in turn lead to conversion-oriented marketing campaigns. 

Pardot Preference Center Best Practices

Pardot is the best tool for creating email preference centers as it is easy to use and allows your subscribers to manage their email list seamlessly. Creating Pardot EPC is a 7-step process and we shall look into these steps and the best practices:

# Step 1 – Start Your Campaign

In the Pardot dashboard, navigate to Marketing > Emails > Preferences Page. Enter the name of the new EPC. Though your subscribers won’t see the name, as a best practice, use a name and title that best describe the campaign and make it easier to manage the EPC in the future. 

# Step 2 - Customize Pardot Email Preference Centre Appearance  

Customizing the appearance of your EPC is important. It makes the form look legit and lets you create an impression in the minds of your users. Pardot offers you lots of customization and branding options. You can use the Standard Template to get started immediately or create your template using Marketing > Landing Page > Layout Templates > New Layout Template. From the color scheme to the logo, you will have several styling options to explore.

# Step 3 – Set Your Preferences

This is the most important stage in creating EPC. You must organize the preferences depending on the unique needs of your business. For instance, if you are building EPC for an ecommerce store, your likely preferences shall include: 

  • Product Updates 
  • New Offers 
  • Seasonal Sale
  • Newsletters 

In the past, users could use Pardot EPC in several ways, but since GDPR came into effect, users can access your brand EPCs by using a direct link to the Pardot email and with an email address field that cannot be edited. It is important to set these preferences to comply with the regulations. 

# Step 4 - Build Public Lists

Public lists let you categorize prospects together in buckets based on common factors. This ensures your marketing emails are reaching the right category of people. Depending on your need, you can create static and dynamic lists. In the case of static lists, you will need to add prospects manually or using automation. Dynamic lists, on the other hand, keep adding new prospects using condition-based rules. These lists are preferred as you can keep growing the email list each time your brand engages with a new prospect. 

To create lists, you must navigate to Marketing > Automations > Segmentation Lists > Add List. Here, you need to fill in the Name of the list and the Label and Description. You need to check the Public List checkbox. It is important as Label and Description will be visible to prospects and hence, you need to appropriately fill in the details. Once these details are filled in and preferences set, you will be able to generate your email preference page which can be integrated into your list emails, drip programs or engagement studio. 

# Step 5 – Give Access to EPC

In this step, you will need to give your prospects and subscribers access to the email preference page. The email preference merge tag comes included in the default template or one you create on Pardot. By adding the {{EmailPreferenceCenter}} merge in place of the {{Unsubscribe}} merge tag or together with it in the emails, you will give subscribers the option to set their preferences instead of unsubscribing from your email completely.  

# Step 6 – Testing

If you follow the above steps, you will be able to implement the email preference center using Pardot seamlessly. However, you must run a few steps to ensure that EPC is functioning properly without any glitches. Add a test prospect record to ensure that the {{EmailPreferenceCenter}} appears in the email. 

# Step 7 – Documentation

This is the last step in the process and one that is often overlooked. As your business grows and you have a large number of subscribers and prospects, you will need to create multiple EPCs. Documenting each email preference center project is important as this documentation would include details of how the new EPC must be used and how the audience is segmented. This information is vital as it would help you build better EPCs in the future and avoid reinventing the wheel.  

When it comes to managing your Pardot preference center, it's important to follow some best practices in order to ensure a positive experience for your subscribers. After all, your preference center is the place where subscribers can manage their email preferences and choose what kind of content they want to receive from your company. 

  1. First and foremost, make sure that your preference center is easy to access. Include a link to it in all of your marketing emails and on your website. This way, subscribers can easily find it and update their preferences at any time.
  2. Next, provide clear and concise instructions on how to navigate the preference center. Use simple language and avoid technical jargon. Make sure it's easy for subscribers to understand how to update their preferences and what each option means.
  3. It's also a good idea to offer different subscription options. Some subscribers may only want to receive certain types of content, so give them the option to choose what topics they're interested in. This allows you to send more targeted emails and ensures that subscribers only receive content that is relevant to them.
  4. In addition, regularly review and update your preference center. As your company grows and evolves, so might your email marketing strategy. Take the time to periodically assess the options you offer and make any necessary updates. This will help keep your preference center current and aligned with your subscribers' preferences.
  5. Lastly, don't forget to communicate the value of updating preferences. Let your subscribers know why it's important for them to keep their preferences up-to-date. Highlight the benefits they'll receive by receiving tailored content and inform them of any exclusive offers or promotions they may miss out on if they don't update their preferences.

By following these best practices, you can ensure that your Pardot preference center is a valuable tool for both your subscribers and your company.

Final Thoughts

Pardot Email. Pardot lets you set custom email preferences aligned to the unique needs of your business, making it the go-to tool for creating an EPC. If you are not using email preference centers in 2022, you are not leveraging the true power of your email marketing campaign. 

Looking for a team that can help you create your email preference center in Pardot? Growth Natives has you covered. As experts in this domain, we have worked with clients across the globe and can help you unlock the true power of marketing automation. To get started with your campaign and reap the dividends, write to us at info@growthnatives.com or visit our website

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