Opt Out Updates 2024
- Elizabeth Storrs
When dealing with opt-outs, remember the first task is always to correctly set the opt-out status:
By default, emails are set to ‘Allow Unsubscribe', and should generally be left that way. Transactional messages (that is, emails that are for conducting business, rather than marketing or outreach) are not required to have an unsubscribe option, and will be sent even to people who have previously opted out. Consideration of whether mailing to incoming students, for instance, should allow unsubscribing.
E-mail I wrote in April 2024:
The opt-out section of the Knowledge Base (https://knowledge.technolutions.net/docs/opt-out) has been updated within the past month, with lots of documentation on setting up message groups and custom unsubscribe pages, so you can segment your e-mails and folks get to pick and choose what subjects they hear about.
(For history/threads of conversations leading up to the new documentation, see:
https://community.technolutions.net/archived-posts/post/12692360157467-ruFptWCDG0VDhfm
https://community.technolutions.net/admissions/post/14324931759131-6F2kh6m15qJH5Rx )
Other than these new message groups, the big thing that we all need to know is that the "Opt Out" TAG on the person record is different/separate from the "general e-mail unsubscribe" flag that gets set when someone clicks the link in the bottom of a marketing e-mail. Clicking that tag will put the person into that "general unsubscribe" bin (and removing the tag will remove them from that group) BUT clicking the link in the e-mail to unsubscribe does not set (or remove) the tag.
Aaron Wach is a great example: he opted out of a mailing 1/2023:
His opt-out tag is not set, BUT we can see the unsubscribe on the person dashboard:
In order to see folks who are in the ‘unsubscribe’ groups, but do not have the ‘opt out’ tag set on their record,