Introduction
This page will allow you to set up and use the unsubscribe to marketing emails link.
How to find the system setting
Navigate to the Email Templates in the system settings pagewithin System Settings
Home > System Settings > Email Templates
How to set up the email
Create The Unsubscribe link can be added to any template you require it to be on, or of course you can create a new template and give it a name and subject (Unsubscribe to Marketing) Once you have done this, on
On the right hand side of the screen you will find the merge fields. Scroll down to ‘Other Details’ and click to show the fields. At the bottom you will see a ‘UnsubscribeLink’ field. Add this to the email.
Move this created merge field <<UnsubscribeLink>> to its required location within the template.
Then click ‘Save Email Template’
Using the Email Template
After you have created this template it is ready to use.
Find your client / applicant individual you would like to send this to and click on their email, or it will generate via a Stage/Status driven email or from within an Automated email.
Select the template you have created.
You should see a Hyperlink that says ‘Unsubscribe’ as shown on the right.
Then send the email.Within the email the following wording will display, hyperlinked
What the link does
Once the email has been sent, the customer individual should receive an email that looks like the example on the right
When the customer individual clicks on the link it should take them to the following page
Once the customer individual has clicked the ‘Unsubscribe’ button they should be redirected to another page
Once complete, the ‘Consent’ for marketing should have automatically changed to ‘Consent Withdrawn’area within each Individual for will show the following
