Once you have the subscription preference set up successfully, learn how to manage the subscription preferences for your contacts.
Note: The existing contacts in your lists will be subscribed to all the default subscription types once set up.
There are 3 types of subscription status in Freshmarketer.
Subscribed - Subscribed to at least 1 subscription type.
Not subscribed - Not subscribed to any of the subscription types.
Unsubscribed - Unsubscribed to all the subscription types.
Freshworks CRM offers the following subscription preferences:
How can I change the subscription preference for existing contacts?
From the contact details page: On the contact landing page, click EDIT ALL FIELDS button. This brings up the EDIT CONTACTS overview. Choose the subscription status field and select the subscription type.
From the contact list view: Go to Contacts list view, select the contacts, and click update field. Choose the subscription status field and select the subscription types.
When adding contacts by uploading a CSV, XLS or XLSX file: During contact import, you can choose the subscription types for the contacts uploaded.