Account administrators can customise a client's unsubscribe options. For example, you have a 'weekly off-market alert' email and a quarterly 'market update', this tool allows you to set up unsubscribe options for both marketing emails.
Step by step
- Navigate to Settings > Unsubscribe Types
- Click Add Unsubscribe Type
If using Active Pipe, the Active Pipe unsubscribe option will be shown but not editable. - Enter the unsubscribe type you wish contacts to be able to unsubscribe from and tap Save
e.g. Weekly Off Market, Market Update, Buyer Match, Property Alert etc. - These options will then appear on the contact card to be manually ticked
Or when the unsubscribe link is clicked by the recipient via any email/text, they will have the option to select any of the tickboxes created by the office - When sending bulk marketing, these options will populate for you to exclude any contacts who are unsubscribed from that specific marketing type. In the below example, we are emailing all Overseas Investors, minus those who have unsubscribed from Our Seasonal Update
Email templates are not associated with the above unsubscribe types. Therefore it is recommended that unsubscribe types are clearly defined within the content. It is the Vault user's responsibility to exclude the relevant clients as shown in the above step.