Consumer Email Configurations

Modified on Mon, 13 Sep, 2021 at 2:18 PM

Unsubscribe (Opt-Out) Page

The unsubscribe page is fully configurable based on your business needs. You can configure one or two unsubscribe options using the admin settings page under Consumer Email Management. When configuring the text use two separate lines. The first line will appear as the text on the radio button. The second line of text (optional) will appear as more detailed information below the radio button. Both options will add the user to the Do Not Email (DNE) list and will unsubscribe them. Each option will be noted differently in the notes so that you may take further action if needed.

Configure Unsubscribe Messages

To configure the Unsubscribe (Opt-Out) language that displays to consumers when the click the 'Unsubscribe' option from an email generated from our solution, follow these steps:

  1. Go to the Settings tab on the top menu.
  2. Click the Consumer Email Management link on the left-hand side menu.
  3. Click into the text on the right-hand side of the table. This will bring you to a new screen to create, or edit the  message that displays to agents when taking manual recurring payments.
  4. Set Unsubscribe Show Two Options: this feature permits two options related to the 'Unsubscribe' feature.
    • 'true' = text from both the Unsubscribe Text 1 AND Unsubscribe Text 2 will display to consumers when the click on the [unsubscribe] from an email.
    • 'false' = Only text from Unsubscribe Text 1 will display to consumers
  5. Unsubscribe Text 1 - The text displayed in the 'Unsubscribe' section of the Customer Portal.  
  6. Unsubscribe Text 2The second line of text to display in the 'Unsubscribe' section of the Customer Portal. 
  7. Click Save or Save And Close when configuration changes are complete.

Configure Email Footer

  1. Transactional Email Footer - This text (HTML allowed) will be added to the end of all emails that are sent transactionally. This includes emails from the website and other one-off emails.  
  2. Campaign Email Footer (English) - The English text (HTML allowed) that will be added to the end of all emails. 
  3. Campaign Email Footer (Spanish) - The Spanish text (HTML allowed) that will be added to the end of all emails.
  4. Click Save or Save And Close when configuration changes are complete.

    Sample Administration Screen

Sample email with footer.

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