In this article we'll discuss how Click excludes recipients based on whether they have unsubscribed via the Unsubscribe Code Snippet or Click's Subscription Management, as well as how to manually unsubscribe a recipient.
Goals
- Learn how Click manages unsubscribes and Opt Outs via the Global Unsubscribe Snippet
- Learn how Click manages unsubscribes and Opt Outs via a Subscription Management Page
- Learn how to manually unsubscribe a Contact
- Dynamics 365
Exclusion via Click's Unsubscribe Code Snippet (Global Unsubscribe)
If a reader unsubscribes via the Unsubscribe Code Snippet, this is a global unsubscribe. This Contact or Account will not longer receive any email communications sent by you through Click. Using the code snippet is the most basic unsubscribe functionality provided by Click.
When a recipient clicks on the link in the Unsubscribe code snippet, it will open a new page that will ask the recipient to confirm that they want to unsubscribe.
NOTE: Additionally, the list unsubscribe header is used by some email clients (like Gmail) to provide an Unsubscribe link within the email client. Unfortunately, whether that link displays is out of Click's or our customers' control. Gmail, for example, only renders the link for the domains that they deem have good reputationThis unsubscribe header link will look something like this:
Recipients may also click here to unsubscribe or block the emails.
If that person clicks Confirm, Click then creates an Unsubscribe record in your environment. You can see the Unsubscribe records in Messaging > Unsubscribes.
You can also see individual Unsubscribe records in the recipient’s Contact/Account record under the related menu.
The Bulk Email field on their Contact record (in the details view)will also change to Do Not Allow.
The next time this person is a recipient in an Email Send record (whether by adding the personal individually or if the person is part of a marketing list), Click will see that this recipient has Do Not Allow Bulk Emails on their record and the recipient will be excluded from the mailing.
Please note that if the "Email" field is set to "Do Not Allow", this will also cause recipients to be excluded but this field is not automatically updated via Click's Unsubscribe process.
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When a recipient is excluded from a mailing Click will also create an Excluded Recipient record in the Email Send record. This record will contain the associated Contact/Account record and the reason why the recipient was excluded. In this case, the reason will be Unsubscribed.
A Contact/Account will be able to receive emails sent through Click again if you delete the Unsubscribe record and change the Bulk Email field on their record back to Allow.
Inactive Unsubscribes are still checked by Click's service, so deactivating an Unsubscribe record will not allow a recipient to receive emails and they will continue to be excluded from emails.
Exclusion via Click's Subscription Management
Subscription Management allows your recipients to opt out of certain Subscription Lists. This provides more options to your readers instead of providing only the Unsubscribe Code Snippet.
Click creates Subscription Preferences records via Subscription Management. Here, we will show you how Click excludes those who opted out of certain Subscription Lists.
When someone opts out of a Subscription List, an Unsubscribe record is created. This is the same type of record Click creates for the Unsubscribe Code Snippet, however there is one key difference.
In the case of Subscription Management, the Subscription List that was opted out of is now related to this Unsubscribe record. You will be able to see the Subscription List(s) by opening the Unsubscribe record, and the Subscription Lists that have been opted out of will appear in the grid on the record.
You can see all of the lists that this Contact/Account has opted out of here.
Remember that all Subscription Lists contain Marketing List associations. The next time you send an email to a Marketing List that is a part of a Subscription List, any recipients that have opted out of that Subscription List will be excluded. Let’s see an example.
This contact has opted-out of the Newsletter Subscription List , so there is now an Unsubscribe record created in his Contact record, which also contains the Newsletter Subscription List (as we see in the image above).
Below is a screenshot of what the Subscription List record looks like. Associated with the Newsletter Subscription List, there is a Marketing List:
1. Newsletter – Contacts
The contact is a member of the Newsletter -Contacts Marketing List. The next time we send an email to that Marketing List, the contact will be excluded because of the Unsubscribe record that resides in his Contact record. When you send an email with Click, our service queries the Unsubscribes records against your Marketing Lists set to receive the Email Send, this is how we know who to exclude from sending an email to.
Manually Unsubscribe a Contact, or Account
The two processes mentioned above happen automatically when the recipient submits information to Click. However, there is a way to manually unsubscribe a person. Open the Contact/Account record for the person, and scroll down to Contact Preferences.
Under this section, there is a Bulk Email field. If you select Do Not Allow for this field, Click will respect this field as a global unsubscribe, and this person will be excluded from all mailings sent through Click. Click will also refrain from sending emails to a contact whose Email Field is set to Do Not Allow.
This method is fine if you only have one contact record for the customer who wishes to be unsubscribed, but may be a bit inefficient if that customer has duplicate records. In this scenario, you can more quickly unsubscribe all of the records by manually creating an Unsubscribe record and adding the customer's email address to it. Begin by navigating to Messaging > Unsubscribes, then click the New button.
On the new record, you can specify the email address that should be unsubscribed, associate the Unsubscribe with an account or contact record, then save the record.
Whereas setting the Bulk Email field on a contact to Do Not Allow unsubscribes that specific contact record, it does not affect any other records with the same email address. The Unsubscribe record will unsubscribe any contact or account that has the email address that is listed on the record. You can also associate a contact with the Unsubscribe record, but this is only done so you can find that Unsubscribe record in the contact's related records menu.