Granular unsubscription provides your leads the option to only unsubscribe from certain types of your emails, enabling you to continue emailing them based on their interests. This article will detail how to enable granular unsubscription.
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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
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Accessing Granular Unsubscription
Enabling Unsubscription Categories
You will need to enable and configure the different types of content categories that can be unsubscribed from. When adding new categories, you will need to add the various types of outbound content your client has available. To configure unsubscription categories and set emails to these categories, do the following:
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Note: Granular Unsubscribe Categories will be displayed once an unsubscribe reason has been selected.
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Note: Common examples of category names would include Newsletters, Updates, and Promotions.
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Important Information Regarding Configuration
Once categories are created, all email content must be added into at least one of the categories you have created. If you fail to assign each of your emails, your granular unsubscription will not be activated.
In addition, once you have completed the setup process for granular unsubscriptions, you will be unable to create new categories or rename existing categories. In order to create or rename categories after setting up granular unsubscription, you will need to disable the feature, enable it again, and then create or rename categories. This also means that, as before, you will need to set categories for every email in order to save your settings.
To save time, review all of your categories—and any possible future categories you might want to include—in advance of setting up this feature.
Rebranding Unsubscription Pages
When granular unsubscription is enabled and viewers unsubscribe from your emails, they will be directed to an unsubscription page. You can customize this unsubscription page to better reflect your company's branding. To customize your unsubscription page, do the following:
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Note: The header background color is set to gray by default.
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Note: The button color is set to green by default. The button text is set to white and cannot be changed.
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Regarding Company Logo Rebranding
Your unsubscription page will feature your branding logo. Your branding logo is found in your Company Profile settings. Be aware that, if you do not have a branding logo set in your Company Profile settings, the SharpSpring logo will appear by default.
Refer to Rebranding SharpSpring for more information on setting your branding logo.
Testing Unsubscription Status
You can test to see how your unsubscription categories are performing. To test created unsubscription categories, do the following:
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Note: The unsubscribe footer is only appended to list sends. As such, the unsubscribe link only shows up for bulk emails, and will not show for preview emails or a Smart Mail send.
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The granular unsubscription categories that you created will show up as checkbox fields under the Unsubscribe me from the following emails section when a lead clicks the unsubscribe link in their email.
Viewing Lead Unsubscriptions
You can see what category a lead unsubscribed from. To see lead unsubscriptions, do the following:
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Disabling Granular Unsubscription
You can deactivate granular unsubscription. To deactivate the feature, do the following:
Be aware that all of your categories will be lost when you disable granular unsubscription. This means that emails that were assigned to categories will lose that category information and become uncategorized. |
If you want to use granular unsubscription again, you will need to enable and configure granular unsubscription categories, as well as set those categories to all of your created emails.