Configuring Your Marketing Settings

After perfecting your apps, wallet passes, and loyalty rules, the final foundational step is establishing your backend Marketing preferences. Managed via the left-hand menu, this zone allows you to build custom subscription groups, authenticate your sending domains, and create default email sender profiles to support all future outreach.

Key Takeaways

• Understanding Core Subscription Types: The platform starts with two automated subscription types:

  • Functional Emails: Reserved for vital administration, transactional receipts, or system announcements. All contacts are automatically and permanently subscribed to this group to ensure compliance; it cannot be edited or removed.

  • Marketing: Covers standard promotional material and newsletter content. This list operates exclusively on an opt-in strategy, meaning customers must explicitly check this box on a signup form to join.

• Setting Strategy Layers for Custom Lists: You can add custom audience categories (e.g., "Leat Academy Content") and configure how users inherit membership:

  • Opt-Out: Automatically registers all existing and future database contacts into the list by default. Users are signed up immediately and must manually choose to leave after the fact.

  • Opt-In: Contacts are omitted by default, but can check a field during signup to explicitly join the list.

  • Double Opt-In: Operates like standard opt-in, but adds a second security verification step by emailing the user a confirmation link to validate their subscription request.

• Designing the Preferences Portal: Clicking Edit subscription preferences page allows you to brand the external link where customers manage their communication toggles. You can add your company logo, format text layouts, apply brand kit colors to the backgrounds/buttons, and assign custom typography (like Geist Medium or Jokker Light). This custom styling syncs automatically across both the primary management interface and the "Success" confirmation page.

• Authenticating Custom Email Domains: Your email domains menu will initially be blank. To send broadcast messages from your own web domain, click Add domain and enter your URL root (e.g., academyvideos.com). The platform can accommodate a custom DKIM selector if toggled on, or automatically generate default validation keys for you.

• Completing the Triple DNS Handshake: Authenticating your sending domain requires adding three specific system records directly to your hosting provider’s DNS zone file. If you do not manage your own domain hosting records, a built-in utility button allows you to instantly email the structural copy-paste values directly to your developer. Once the changes propagate, click Verify on the dashboard to turn your red cross status flags into active green checkmarks.

• Managing Sender Profiles: The dashboard automatically seeds an initial profile using the business name and root email used to open the account. You can build multiple alternative identities by inputting a public nickname and target email address. Clicking the three-dot action menu allows you to set your primary asset as the Default profile, ensuring it pre-populates automatically across all new email campaigns to streamline future workflows.

Dashboard Checklist

1. Navigate to Marketing from the left-hand toolbar and select Subscription types.

2. Click Add subscription type to name your sub-category list, define an internal explanation, and assign its structural entry logic (Opt-in, Opt-out, or Double opt-in) before hitting Create.

3. Click Edit subscription preferences page to embed your logo, structure your text blocks, assign brand kit background hex codes, select your custom font, and save changes.

4. Move down to Email domains, select Add domain, input your business sender URL domain name, and hit Create.

5. Copy the generated cryptographic lines into your domain hosting DNS settings (or click to forward them to your webmaster), then return to click Verify.

6. Open Sender profiles, click Create sender profile, type in your display name and email address, then tap the three dots on the preferred profile row to select Set as default profile.