Sitecore Marketing Category Subscription Part 1: The Concept

Reading time: 2 min

A series of articles by Dirk Schäfauer.

As I wrote in my last blog post“An introductory series on marketing category subscriptions” in Sitecore 9.1+, we need a way to make this work like the preference center.

First, you need to understand what Sitecore is trying to achieve and what approach they are taking:

If you understand that this is a good way to get around all the contact list building problems that used to exist, then let’s go that way too!

Okay, here’s the plan:

  1. I would like to offer contacts the option of subscribing to marketing categories that can be linked to a manager master.
  2. I would like to use a global contact list as the basis for all segmented lists in order to filter the contacts.
  3. I would like to use Double-Opt-In because of the GDPR!
  4. I want a Sitecore Forms backend where I can select Manager Roots and the global contact list.
  5. If one of the double opt-in settings is “true”, the form should have the option to get the manager master and a contact list in which the contact is entered, otherwise the contact will save their settings each time.
  6. I would like the ability to identify the contact to have a similar behavior to the link in an email to the hiring center.
  7. I would like to identify the contact and select their preferences in the form.
  8. I want a form that responds to the behavior of a known contact with conditions and security concerns.
  9. Create the form that looks like the (customized) settings center, taking into account the conditions.
  10. I want to have my own javascript magic in a form (maybe not necessary if you are tricky ;)).
  11. Security should always be guaranteed, as no one should be able to change someone else’s settings by entering an e-mail address.
  12. And now: jump off the bridge!!!

Okay, demands, including those on myself, are usually exhausting!
But don’t kid yourself, customer requirements can sometimes get out of hand.

There are many things to do. I’m still sad that Sitecore doesn’t have their own solution … or are they waiting for me?

Let’s dive deeper into Sitecore Marketing Category Subscription: Part 2 – Custom Field to Retrieve Marketing Preferences and Contact List.

Happy concepting,

The author
Software developer
Dirk is a software developer at mmmake and an absolute Sitecore expert.