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Simon_Lessard
Simon_Lessard
New Participant
March 7, 2017
Solved

Best practice - List or Custom Field?

  • March 7, 2017
  • 3 replies
  • 4102 views

Hi everyone,

I'm redesigning our email preferences center and as I start planning things out, I am wondering what best practices you would recommend for a leaner or better performing instance between:

A) Boolean custom fields for preference categories and manage it as people subscribe/unsubscribe to those.

B) Static lists in which people are moved in/out as they subscribe/unsubscribe to categories.

Thanks for your insights,


Simon

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Best answer by Josh_Hill13

+1

I've tried this several ways. Fields are a must. See my site on this.

Building a Full Subscription Center in Marketo - Marketing Rockstar Guides

3 replies

Justin_Norris1
Justin_Norris1
New Participant
March 7, 2017

I also prefer fields.

  • Easier to work with on forms.
  • Easier to make visible in your CRM.
  • Easier to report on in other systems.
  • Less smart campaign overhead adding and removing people from lists.
Simon_Lessard
Simon_LessardAuthor
New Participant
March 7, 2017

I like those arguments!

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
March 7, 2017

+1

I've tried this several ways. Fields are a must. See my site on this.

Building a Full Subscription Center in Marketo - Marketing Rockstar Guides

    Simon_Lessard
    Simon_LessardAuthor
    New Participant
    March 7, 2017

    Thanks Josh, very helpful!

    Joey_Forcelli1
    Joey_Forcelli1
    New Participant
    March 7, 2017

    Hey Simon,

    I would use custom fields rather than static lists.

    J

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