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Featured case study
A multi-tiered retailer saves $9.2M a year through digital adoption
Giving customers real control over what they receive and how. Preference center design, completion rates, and the operational work behind honoring choices.
Beyond the hard numbers, softer KPIs show whether preference management is working. Six soft metrics for measuring how well you collect customer preferences.
Enterprises have the budgets and talent, yet many struggle with customer engagement. Here are five reasons why, including how they handle consent and preferences.
The build-versus-buy decision for consent and preference infrastructure, and the costs that surface after the first release ships.
Timing matters when asking customers what they want. A short video on when to collect customer preferences so the request feels relevant and welcome.
Preference collection shouldn't wait until someone becomes a customer. A short video on why asking prospects what they want pays off early.
Two ways to learn customer preferences: ask directly, or infer from behavior. Eric Holtzclaw explains both and why a closed-loop relationship matters.
A preference center is only the beginning. Eric Holtzclaw explains why preferences must reach every system and why compliance belongs in the strategy.
Communications compliance is hard to get right across channels. A short video answering how companies can best achieve it through preference management.
Eric Holtzclaw explains why an opt-down page should offer just three choices: opt out of everything, opt out of this message, or visit the preference center.
Eric Holtzclaw suggests sorting a preference center into three groups: what customers want, what you want to send, and what you must send.
Eric Holtzclaw describes the communication matrix: a map of what each business unit sends customers and through which channels, across the enterprise.
Consumers set preferences every day. Five foundational principles for how preference management should work inside the enterprise.