The Personalization Process Walkthrough

Welcome Email, Personalized, Personalization, Preferences, News Digest

Maria Steinberg avatar
Written by Maria Steinberg
Updated over a week ago

One of the key steps to make sure Subscribers receive a unique and personalized experience with their News Digest is by going through the personalization process from their Welcome Email.

To learn more about why the personalization process is important to your Subscribers' News Digest experience, please review: How Do News Digests Work?

The preferences to choose from fall under the below four sections:

Your Topics

Under the Your Topics tab, your Subscribers can select which Organization topics they want to hear about, as well as optionally selecting Subcategory Interests and which topics they wish to ensure they do not hear about.


Subscribers can choose which topics they are interested in hearing about inside of their News Digest. All of the topics shown here have been added as a Category in your Instance.

To view or manage these Categories, go to Content > Controls.

Optional: If your organization has Subcategories enabled, any relevant subcategories for the Interests the subscriber selected will be presented to them next to select from:

Optional: If your organization allows for Subscribers to select topics to exclude, Subscribers will have the option to choose which topics they are NOT interested in seeing in their News Digest. The Categories that they'll be able to choose from are the topics they didn't select having an explicit interest in.

Please Note: If a Subscriber chooses to exclude a topic from their News Digests, any Content tagged with the excluded Categories will not be included inside of their future News Digest unless the posting priority for the piece of Content is set to "to everyone" or "to everyone as their first story."

Your Schedule

After selecting their topics of interest, your Subscribers will then be able to select their News Digest scheduling preferences. They can select their delivery frequency and use the drop-down menus to choose the delivery day, time, and time zone.

These settings will automatically fill with your Organization's Default settings. Once selected, only the user can update this to another schedule.

Your Format

Now it’s time for your Subscribers to select their News Digest delivery format and language.

We offer multiple languages to select from which will translate their News Digest stories from your primary language using automated translation.

Your Subscribers have three options for their News Digest Format:

Headlines Only: This format will include your Content titles, headlines, and images.

Headlines Plus: This format will include your Content titles, headlines, summaries, and images. This format is recommended because it still gives the reader important information about each story while staying digestible and readable.

Traditional: This format will mimic the flow of a traditional newsletter. It will include the title, image, headline, and summary for the first piece of Content, and for the following pieces of Content, it will include titles, smaller images, headlines, and summaries.

Once the format is selected, your Subscribers can use the drop-down menu to select the language of preference for their News Digests.

Your People

In the Your People tab, Subscribers can select which Content Authors they would like to follow in your Instance.

Each story created inside your Instance will be assigned a Content Author. If a Subscriber selects a Content Authors that they want to follow, the Subscriber will have an increased chance of receiving Content with that author inside their News Digest.


Lastly, your Subscribers will have the option to select Back or Finished. Here, they can go back and edit their previously selected preferences, or they can click Finished to complete the personalization process.

Subscribers can always update their Personalization settings under their profile's Preferences page, easily accessed from Cerkl Email Footers or when visiting your organization's Archive page.

If you have any questions at all, please don't hesitate to reach out to us at or use the support Chat toward the bottom right-hand corner of any page.

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