The Marketing Preference Manager lets firm admins set up and maintain marketing subscription topics in a fully self‑service way, and automatically link those topics to Dynamic Marketing Lists.
This means:
You control which topics and preferences clients can subscribe to
Each topic option automatically creates a Preference List
Changes in a contact’s preferences are instantly reflected in the Preference List
You no longer need to rely on Nexl team to create or update marketing preferences.
What Admins Can Do
From Admin Settings → Preference Manager, admins can:
Create and manage marketing preferences (e.g. “Practice Area Preferences”, “Event Updates”)
Rename, reorder, and configure option choices (e.g. “Tech”, “Finance”, “Litigation”)
Archive preferences that are no longer needed
This gives firms a self‑service, scalable way to manage subscription topics that stay in sync with your marketing lists.
Creating a Preference Field
Go to Admin Settings → Preference Manager
Click + New Preference Field (or the + tab icon)
In the creation form you’ll configure:
Field | What it controls |
Name | The label contacts will see (e.g. “Newsletter Topics”) |
Field Type | How contacts choose a value: Multi Select (multiple choices), Select (one choice) or Text (free text). This cannot be changed later. |
Position | Where this preference appears in the contact profile |
Options | For single/multi‑select: the list of choices (e.g. “Tech”, “Finance”); you can add colors and drag to reorder |
Sort Alphabetically | Whether option choices automatically appear A–Z in the UI |
Automatic preference-based Dynamic Lists
When you save a select or multi‑select preference:
Each option choice automatically creates a linked Preference List named like:
Preference Name - Option ValueExample:
Preference: Newsletter Topics
Option: Tech
List: Newsletter Topics - Tech
These lists stay in sync with contact preferences — no manual list setup needed
These auto‑generated lists are called Preference Lists. Functionally, they are Dynamic Marketing Lists that are driven by marketing preferences. However, Preference Lists can't be edited as they are meant to be an accurate representation of contacts that are linked to a preference. Temporary filters can be applied for ease of segmentation while on the List but those filters cannot be saved
Editing a Preference
To edit an existing preference:
Open Admin Settings → Preference Manager
Select the relevant preference tab
Click Edit Preferences
You can:
Rename the preference field
All linked Dynamic Marketing Lists automatically update their names
Change the position in the contact profile
Turn alphabetical sorting on/off for option choices
Add new option choices
Each new option creates another linked Dynamic Marketing List
Rename existing option choices
The linked list name and its filter conditions update automatically
Delete option choices
The choice is removed from the preference configuration
The linked list is removed as part of this change
Reorder option choices by drag‑and‑drop
Note: The Field Type (Text / Single Select / Multi Select) is fixed after you create the preference and cannot be changed.
Archiving a Preference
If a preference is no longer needed (for example, a retired newsletter or campaign series), you can archive it.
To archive:
In Preference Manager, open the three‑dot menu on the preference tab
Select Archive
Confirm in the dialog
What happens when you archive:
The preference is removed from the UI and from contact profiles
The underlying configuration is archived
Linked Preference Lists are removed
Archiving is intended for permanent retirement of a preference and is not reversible via the standard UI.
The Preference Tab View
Each preference appears as its own tab in the Preference Manager.
Inside a tab, you’ll see a table listing all option choices for that preference:
Column | What it shows |
Preference | The option value (e.g. “Tech”, “Finance”) |
Preference List | A clickable link to the auto‑generated Dynamic Marketing List for that option |
Created By | The admin who originally created the preference |
Created At | When this option was created |
Last Updated | When this option was last modified |
Clicking the Preference List link opens the corresponding Dynamic Marketing List, where you can review contacts and filters.
Note: For Preferences created before the April release, the Created By is left blank and for the linked lists for these preferences the Created By will default to the first active user of the tenant. For Preferences and Lists created after the release, the Created By will reflect the user who created the preference.
How Preferences Connect to Dynamic Lists and Campaigns
Key behaviours:
When a contact opts in or out of an option:
They are added to or removed from the corresponding Preference List automatically
There’s no manual list upload or maintenance needed to keep audiences aligned with marketing preferences.
Why This Matters for Firms
Self‑service control
Admins can set up and manage marketing topics directly
New newsletter or sector? Just create a new preference or option — no ticket needed
Always‑accurate audiences
Contact preference changes automatically adjust list membership
Your campaigns stay aligned with what contacts have actually opted into
Less manual work and fewer errors
No more manually rebuilding lists when topics change
Automatic, rules‑based lists reduce the risk of sending to the wrong audience
FAQs
Will preferences created before this feature was launched appear in the Preference Manager admin section?
Will preferences created before this feature was launched appear in the Preference Manager admin section?
Yes, existing preferences created prior to feature going live will be automatically shown in the preference manager admin section. Corresponding Lists will also be automatically generated and be shown on Marketing Lists