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 can automatically power a Dynamic Marketing List
Changes in a contact’s preferences are instantly reflected in campaign audiences
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. “Newsletter Topics”, “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: |
Position | Where this preference appears in the contact profile (e.g. 1–10) |
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 Dynamic Marketing List, named like:
Preference Name - OptionValueExample:
Preference:
Newsletter TopicsOption:
TechList:
Newsletter Topics - Tech
These lists stay in sync with contact preferences — no manual list setup needed
These auto‑generated lists are often 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
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 kept, but they stop receiving automatic updates from that preference
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.
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
When you send a campaign using one of these preference‑based lists:
The audience always reflects the latest contact choices at send time
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
You can think of it as:
“Preference Manager lets us define the topics our clients can choose, and automatically turns those choices into always‑up‑to‑date marketing lists we can trust for campaigns.”