TT – Managing Email Opt-Outs

This video shows how you can give your Contacts (and Leads and Companies) the ability to opt out of email correspondence using an Unsubscribe link that you can configure.

Tom will show you how to create the link and add it to your email. It’s worth noting that you can add this directly to an email (on the fly) or include it in your email templates.

The video also walks you through what you need to click to have this response recorded against a Campaign. And shows you what your customers see when they click the link.

From there, Tom will walk you through how you’ll see this recorded with OpenCRM, what automatic measures are taken to stop you emailing these people, and how you can reverse it (with permission from your customer of course).

In the video, Tom mentions that there are other, less drastic ways your customers can manage which emails they receive from you. The video he refers to can be found here.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our  YouTube Channel?

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