Actions

Emailpref gives you to power to create custom actions while it already creates default actions for bi-directional syncing any changes made on the preference page.

Deafult actions: The default actions created by Emailpref can not be deleted

For custom actions, you can do various steps

1. If a user unsusbcribes from ActiveCampaign, send data to Hubspot and vice versa

2. Add/ remove a user to an automation if they unsubscribe from a list/ tag

3. Add/ remove a tag from a user if they susbcribe/ unsubscribe from a list

4. Add/ remove a user from a list if they subscribe/ unsubscribe from a tag

and much more. You can create multiple custom actions to send data to all the platforms you use!

Creating a List on Emailpref and Syncing with Tags

Step 1: Create a New List

1. Access the Lists Tab: Begin by navigating to the "Lists" tab within your Emailpref dashboard.

2. Create a New List: At the bottom-right corner of the page, you'll find an option to "Create List." Click on it.

3. List Details: Enter a name for your new list and provide a description to define its purpose. You can skip the default subscriber state settings for now, as syncing with a tag will inherit defaults from ActiveCampaign.

4. Save Your List: Once you've filled in the necessary details, save your list. You'll now see it listed in your "Lists" tab.

Step 2: Sync with a Tag

5. Link to an External Tag: Click on the sync button that corresponds to the list you've created. Select your Emailpref integration.

6. Select Sync Type: During the syncing process, you will be prompted to choose between syncing with a list or a tag. Opt for "Tag" and select the external tag you want to link to this list.

Step 3: Add list to preference page

7. Navigate to the Preferenc page Tab: Add the list you created to your preference page

By following these step-by-step instructions, you can seamlessly create lists, sync them with external tags, and establish corresponding actions to manage user interactions effectively. https://youtu.be/5SqknDTTKyc