Create email subscription visibility rules for different contact segments (BETA)

By default, your email subscription preferences page will show all available subscription types for your account. If you want certain subscription types to only appear to certain contact segments, you can create custom rules for subsets of your subscription types. This allows you to offer a more personalized preference page experience, which you can tailor to a contact's specific properties such as lifecycle stage.

Create a subscription rule

To create an email subscription rule:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Marketing > Email.
• Click the Subscription Types tab.
• Click the Visibility Rules tab.
• In the top right, click Create visibility rule.
• In the right panel, customize your subscription rule:
  • Enter a Visibility rule name.
  • Click the Choose list dropdown menu and select the checkbox next to any list you want to include within your rule.
  • Click Save and continue.

• • Click the Select subscription type dropdown menu, then select the checkbox next to any subscription type you want to associate with the rule. This will make the subscription type visible on the email subscription preferences page to any of the contacts included in the lists you selected.
• 
  • You can click Preview as contact to test out how your subscription preferences page will appear for a specific contact.
    • Click the Select a contact to preview dropdown menu, then select a contact to preview your preference page with.
    • You can then confirm whether the contact is included in any of the lists you selected as part of your rule criteria.
    • Click Preview preferences page to open a preview of your preferences page in a new tab with your subscription rule applied for the contact you selected.
    • Click Back in the top left when you're done previewing your page.

• • When you're done customizing your rule, click Save.

Your visibility rule will appear in the table and will be applied immediately. Any associated contacts will see their preference pages personalized next time they click on a subscription link in an email.

To make changes to an existing visibility rule, hover over the rule and click the Actions dropdown menu, then select Edit to update the rule settings, Preview to confirm how your preferences page will appear to a contact, or Delete to permanently delete the rule