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Configuring Granular Unsubscription Settings

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Cris Echeguren
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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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Accessing Granular Unsubscription

To access granular unsubscription settings, do the following:

  1. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings.
  2. In the left panel, under Features, click
    Company Email Settings.
  3. Click the Unsubscribe Page tab.
  
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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:

  1. Navigate to the granular unsubscription settings page.
  2. Click Enable.
  3. Click New Category.
  4. Add a name for the category.
  5. Click Confirm.
  6. Create additional categories as necessary.
  7. Click Assign Categories.
  8. Select the appropriate category for every email.
  9. Click Save.
  


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Note: Common examples of category names would include Newsletters, Updates, and Promotions.


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:

  1. Navigate to the granular unsubscription settings page.
  2. Click the color swatch under Header Background Color.
  3. Select the desired color.
  4. Click outside of the color picker modal window.
  5. Enter what you want your page to say in the Header Text field.
  6. Click the color swatch under Button Color.
  7. Select the desired color.
  8. Click outside of the color picker modal window.
  9. Click Save Changes.
  
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Note: The header background color is set to gray by default.
 
Note: The button color is set to green by default. The button text is set to white and cannot be changed.


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. 

For more information on setting your branding logo, refer to Rebranding SharpSpring.


Testing Unsubscription Status

To test created unsubscription categories, do the following:

  1. Navigate to the granular unsubscription settings page.
  2. Confirm that the Configuration section now says Enabled.
  3. Send an email to a test list, or to a list that contains your email address.
  4. Look for the unsubscribe link.
  
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.

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 unsubscribes, do the following:

  1. In SharpSpring's top toolbar, click
    Contacts > Contact Manager.
  2. Click on the desired lead.
  3. Click the Memberships tab.
  4. Scroll down to Unsubscribe Categories.
  5. Observe which categories the lead is unsubscribed from.
  


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Disabling Granular Unsubscription

You can deactivate granular unsubscription. To deactivate the feature, do the following:

  1. Navigate to the granular unsubscription settings page.
  2. Click Disable.

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.

  


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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.

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