Before you set up topics, you need to choose between two types of topic hierarchy.
If your organization offers multiple products or services to your leads, you can have specific mailing lists for different products or services and topics related to them.
If your organization represents a brand, your leads are interested in your brand and want to receive email newsletters about it. Also, if your organization doesn't offer multiple products or services.
Descriptions of your topics let your leads know exactly what they will receive from your newsletters. Some common examples of topics with a brief description are:
There is a type of topic called Brand topic that's available in both hierarchies. Brand topic is designed to explicitly cover subjects only about your organization.
For example: There is an annual conference about your organization which covers the company's achievements, progress, and upcoming projects. You want to send email newsletters about the conference to your leads. You can add User Conference as a brand topic, and it will be included in the email preference page. Interested recipients will choose the conference topic, and you can keep them updated about it.
To use topics:
You can configure your topics and Save as draft before you switch to Topic management . You can later enable Topic management, and the drafted topics will be live.
When you mouse over a particular topic, you'll be able to see three options:
You can customize your email by selecting Configure topics .
Click the Edit icon corresponding to the different elements of your email to change their style.
Every topic must have a list set as the primary list for that topic. When leads select a particular topic while updating their email preferences, they'll be automatically added to the primary list for that topic. However, you can change the leads from a mailing list by adding them manually into specific lists or by creating a separate workflow.
We suggest maintaining a separate empty list in every topic. You can set that list as the primary list for the topic. This way, all your leads who select the topic while updating their email preference will be added to that primary list. You can then sort your leads later by them into specific mailing lists manually or using a workflow.