Preferences Editor
Use the Preferences Editor to create and configure individual Subscription topics and Preference Sections.
Preferences Editor
Subscription Topics
Subscription Topics are categories of notifications that users can opt-in and out of.
For example, welcome and onboarding notifications could be mapped to an Onboarding
topic.
INFO
A notification template can only be mapped to a single subscription topic.
Configuration
You can set topic properties like Name, the Section it will be in, and its Default State.
Subscription Topic Settings
Topic Data
Topic Data is a feature of Advanced User Preferences and is only available for Enterprise customers. Please reach out to support for more information.
For a subscription topic, you can provide arbitrary metadata to our API, which allow you to make custom Preferences pages. Use cases include allowing your custom preferences page to filter subscription topics or create custom experiences with your preference page.
- Filter subscription topics by metadata
- Create custom logic for controlling
- Maintaining custom topic descriptions
Topic Data Settings
Default State
The Default State defines whether a topic can be opted in or out, and whether it’s always required.
-
On
- Users who do not take any action will automatically receive notifications in this grouping. -
Off
- Users will not receive these notifications unless they change their preferences. -
Required
- Users will not be able to opt-out of these notifications.
Preference Sections
Preference Sections group subscription topics together and determine which topic delivery channels users can opt in/out of.
Delivery Channel Selection
BUSINESS TIER
Channel Selection is a Courier Business feature. Contact sales for more details.
Delivery Channel Selection gives recipients the ability to select and set the preference for their preferred delivery channel from the Preferences Hosted page.
Channel selection must be enabled for the subscription topic in order for users to customize their delivery channel preferences.
Preference Section Settings
Hosted Page Channel Selection
Channel Delivery Customization & Preferences API
CUSTOM_ROUTING
The custom_routing
array in the user preferences API response indicates the user’s custom channel delivery. Channel Delivery Customization must be enabled to use custom_routing
.
How to Map a Notification Template to a Subscription Topic
There are three ways to map a notification template to a subscription topic:
Topic Settings
In the Subscription Topic Settings, you can select one or more notification templates.
Linked Notifications in Subscription Topic Settings
Template Creation
When creating a new notification, you can select a subscription topic.
New Notification Modal
Notification Settings
In the Notification Designer, you can select a subscription topic.
Notification Settings in the Notification Designer