Preferences configurations are configurable lists that capture your organization's specified marketing preference categories that is surfaced through your Preference Center message, its translations, and their mapping to your CMS integrations. In order to guide your organization through the configuration process, we will walk you through the various pages of the Preferences configuration wizard.
To start, click Preferences on the left-hand panel and select + New Configuration from the subsequent page.
Name and Properties
From the Name and Properties page of the wizard, your organization will give your Preferences configuration a name and define the the properties and/or property groups that should be associated with the configuration.
| Field | Description |
| Configuration Name | The internal name of your Preferences configuration |
| Property Selection |
Properties associated with a Preferences configuration will inherit the categories, category mappings, etc... set up for the configuration. This information will be surfaced in the Preference Center message created for the property. Click here for more information. Note: While properties can be added to multiple inactive Preferences configurations, a property can only be associated with a single active Preferences configuration. Click here to learn more about active statuses. |
Add Categories
Categories are the subscriptions, topics, or preferences that are displayed to the user in your preference center.
Add new categories to your Preferences configurations by clicking + Add Categories.
Input values for the following category fields in the subsequent modal:
| Field | Description |
| Category Name | The name of the category. |
| Channels | Communication methods that will be used to contact the end-user. These channels will appear as selectable options within your Preference Center message for the category. |
| Description | A description of the category. This description will accompany the the category name within your Preference Center message. |
Click Add Category when finished.
The new category will be added to your list of categories. Repeat as necessary for other categories..
Language and Translations
From the Language and Translations page, your organization can add translations (including the default language) for your categories so that it is translated in the Preference Center message according to an end-user's browser language preference.
Add supported languages
Before configuring translations, your organization must set the languages you plan to support within your Preferences configuration and messages.
Use the View Languages dropdown menu to select all languages your organization plans to support.
After your supported languages are selected then your organization can either manually add/edit translations for each component of the category within the Sourcepoint portal or utilize the bulk upload feature.
Edit category translations
Navigate to the Title tab and select any category from the left-hand side of the panel.
Once a category is selected, the translations for each supported language will populate in the right-hand side of the panel. Click the Edit icon inline with one of the supported languages
Input your translation and click the green checkbox to confirm the edit. Repeat as necessary for each supported language.
Repeat the above steps for each category in the left-hand panel.
When finished, click the Description tab and repeat the translation steps for each supported language for each category's description.
Note: Click here if interested in providing translations via csv upload.
Integration Category Mapping
Category mapping refers to the relationship you define between the categories created in your Preferences configuration (which will be visible via your Preference Center message) and the connection categories for your integrations.
Select any category from the left-hand side of the panel and click + Add Connection.
Edit the following fields for the connection:
- Connection
- Connection category
Click the Check icon when finished.
Click Save to confirm the edits.
Repeat as necessary for other connections that you mapped to the category.
Summary
The Summary page will outline all of the details you have set up for this configuration. Review the details and click Save.
Your new Preferences configuration will be added to the list. By default, all newly created configurations are set to inactive and must be manually moved to active.
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