ClickDimensions Unsubscribe Process

In this article we’ll discuss how ClickDimensions excludes recipients based on whether they have unsubscribed via the ClickDimensions Unsubscribe Code Snippet or ClickDimensions Subscription Management, as well as how to manually unsubscribe a recipient.

Video

Written Instructions


Exclusion via the ClickDimensions Unsubscribe Code Snippet (Global Unsubscribe)

If a reader unsubscribes via the ClickDimensions Unsubscribe Code Snippet, this is a global unsubscribe. This Lead, Contact or Account will not longer receive any email communications sent by you through ClickDimensions. Using the code snippet is the most basic unsubscribe functionality provided by ClickDimensions.

When a recipient clicks on the link in the Unsubscribe code snippet, it will open a new page that will ask the recipient to confirm that they want to unsubscribe.

NOTE: There is also always an unsubscribe in the header to improve deliverability. This means that in some email clients you will see something like this:

Unsubscribe in Header

Recipients may also click here to unsubscribe or block the emails.

If that person clicks Confirm, ClickDimensions then creates an Unsubscribe record in your CRM. You can see the Unsubscribe records in Marketing > Email Marketing > Unsubscribes.

main-unsubscribe-view

You can also see individual Unsubscribe records in the recipient’s Lead/Contact/Account record under the related menu.

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The Bulk E-mail field on their Lead or Contact record will also change to Do Not Allow.

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The next time this person is a recipient in an Email Send record (whether by adding the personal individually or if the person is part of a marketing list), ClickDimensions will see that this recipient has Do Not Allow Bulk Emails on their record and the recipient will be excluded from the mailing.

When a recipient is excluded from a mailing ClickDimensions will also create an Excluded Email record in the Email Send record. This record will contain the associated Lead/Contact/Account record and the reason why the recipient was excluded. In this case, the reason will be Unsubscribed.

excluded-email-record

A Lead/Contact/Account will be able to receive emails sent through ClickDimensions again if you delete the Unsubscribe record and change the Bulk Email field on their record back to Allow.

Exclusion via ClickDimensions Subscription Management

Subscription Management allows your recipients to opt out of certain Subscription Lists. This provides more options to your readers instead of providing only the Unsubscribe Code Snippet.

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ClickDimensions creates Subscription Preferences records in CRM via ClickDimensions Subscription Management. Here, we will show you how ClickDimensions excludes those who opted out of certain Subscription Lists.

When someone opts out of a Subscription List, an Unsubscribe record is created in CRM. This is the same type of record ClickDimensions creates for the Unsubscribe Code Snippet, however there is one key difference.

In the case of Subscription Management, the Subscription List that was opted out of is now related to this Unsubscribe record. You will be able to see the Subscription List(s) by opening the Unsubscribe record, and the Subscription Lists that have been opted out of will appear in the grid on the record.

You can see all of the lists that this Lead/Contact/Account has opted out of here.

Remember that all Subscription Lists contain Marketing List associations. The next time you send an email to a Marketing List that is a part of a Subscription List, any recipients that have opted out of that Subscription List will be excluded. Let’s see an example.

This contact has opted-out of the Special Announcements Subscription List , so there is now an Unsubscribe record created in his Contact record, which also contains the Special Announcements Subscription List (as we see in the image above).

Below is a screenshot of what the Subscription List record looks like in CRM.  Associated with the Special Announcements Subscription List, there are two Marketing Lists:

1. Special Announcements – Leads

2. Special Announcements – Contacts.

subscription-list-associated-marketing-lists

The contact is a member of the Special Announcements Marketing List. The next time we send an email to the Special Announcements – Contacts Marketing List, the contact will be excluded because of the Unsubscribe record that resides in his Contact record.  When you send an email with ClickDimensions, ClickDimensions queries the Unsubscribes records against your Marketing Lists set to receive the Email Send, this is how we know who to exclude from sending an email to.

Manually Unsubscribe a Lead, Contact, or Account

The two process mentioned above happen automatically when the recipient submits information to ClickDimensions. However, there is a way to manually unsubscribe a person in CRM. Open the Lead/Contact/Account record for the person, and scroll down to Contact Preferences.

contact-preferences

Under this section, there is a Bulk Email field (due to CRM customization, the field could have been renamed or moved). If you select Do Not Allow for this field, ClickDimensions will respect this field as a global unsubscribe, and this person will be excluded from all mailings sent through ClickDimensions. ClickDimensions will also refrain from sending emails to a contact whose E-Mails Field is set to Do Not Allow.

do not allow email

do not allow bulk email

This method is fine if you only have one lead or contact record for the customer who wishes to be unsubscribed, but may be a bit inefficient if that customer has duplicate records. In this scenario, you can more quickly unsubscribe all of the records by manually creating an Unsubscribe record and adding the customer’s email address to it. Begin by navigating to Marketing > Unsubscribes, then click the New button.

navigate-to-unsubscribes

On the new record, you can specify the email address that should be unsubscribed, associate the Unsubscribe with an account, lead or contact record, then save the record.

example-unsubscribe-record

Whereas setting the Bulk Email field on a lead or contact to Do Not Allow unsubscribes that specific lead or contact record, it does not affect any other records with the same email address. The Unsubscribe record will unsubscribe any lead, contact, or account that has the email address that is listed on the record. You can also associate a lead or contact with the Unsubscribe record, but this is only done so you can find that Unsubscribe record in the lead or contact’s related records menu.


Exclusion via the ClickDimensions Unsubscribe Code Snippet

If a reader unsubscribes via the ClickDimensions Unsubscribe Code Snippet, this is a global unsubscribe. This Lead, Contact or Account will not longer receive any email communications sent by you through ClickDimensions. Using the code snippet is the most basic unsubscribe functionality provided by ClickDimensions.

When a recipient clicks on the link in the Unsubscribe code snippet, it will open a new page that will ask the recipient to confirm that they want to unsubscribe.

NOTE: There is also always an unsubscribe in the header to improve deliverability. This means that in some email clients you will see something like this:
Unsubscribe in Header
Recipients may also click here to unsubscribe or block the emails.

If that person clicks Confirm, ClickDimensions then creates an Unsubscribe record in your CRM. You can see the Unsubscribe records in Marketing > Email Marketing > Unsubscribes.

You can also see individual Unsubscribe records in the recipient’s Lead/Contact/Account record.

The “Do not allow Bulk E-mails” field on their Lead or Contact record will also change to Do Not Allow.

DNBE

The next time this person is a recipient in an Email Send record (whether by adding the personal individually or if the person is part of a marketing list), ClickDimensions will see that this recipient has “Do Not Allow Bulk Emails” on their record and the recipient will be excluded from the mailing.

When a recipient is excluded from a mailing ClickDimensions will also create an Excluded Email record in the Email Send record. This record will contain the associated Lead/Contact/Account record and the reason why the recipient was excluded. In this case, the reason will be “Unsubscribed”.

A Lead/Contact/Account will be able to receive emails sent through ClickDimensions again if you delete the Unsubscribe record and change the filed on their record back to “Allow Bulk Emails”.

Exclusion via ClickDimensions Subscription Management

Subscription Management allows your recipients to opt out of certain Subscription Lists. This provides more options to your readers instead of providing only the Unsubscribe Code Snippet.

Subscription Lists Preferences Link

ClickDimensions creates Subscription Preferences records in CRM via ClickDimensions Subscription Management. Here, we will show you how ClickDimensions excludes those who opted out of certain Subscription Lists.

When someone opts out of a Subscription List, an Unsubscribe record is created in CRM. This is the same type of record ClickDimensions creates for the Unsubscribe Code Snippet, however there is one key difference.

In the case of Subscription Management, the Subscription List that was opted out of is now related to this Unsubscribe record. You will be able to see the Subscription List(s) by opening the Unsubscribe record and click on Subscription Lists under Related on the left hand side of the record.

You can see all of the lists that this Lead/Contact/Account has opted out of here.

Remember that all Subscription Lists contain Marketing Lists. The next time you send an email to a Marketing List that is a part of a Subscription List, any recipients that have opted out of that Subscription List will be excluded. Let’s see an example.

Gareth has opted-out of the Special Events newsletter Subscription List , so there is now an Unsubscribe record created in his Contact record, which also contains the Special Events Newsletter Subscription List (as we see in the image above).

In the Special Events Newsletter Subscription List, there are two Marketing Lists:

1. Special Events Newsletter – Leads

2. Special Events Newsletter – Contacts.

Gareth is a member of the Special Events Newsletter Marketing List. The next time we send an email to the Special Events Newsletter – Contacts Marketing List, Gareth will be excluded because of the Unsubscribe record that resides in his Contact record.

Manually Unsubscribe a Lead, Contact, or Account

The two process mentioned above happen automatically when the recipient submits information to ClickDimensions. However, it is also possible to manually unsubscribe a person in CRM. Open the Lead/Contact/Account record for the person, and go to the Administration tab.

Under Contact Methods, there is a Do Not Allow Bulk Email field (due to CRM customization, the field could have been renamed or moved). If you select Do Not Allow for this field, ClickDimensions will respect this field as a global unsubscribe, and this person will be excluded from all mailings sent through ClickDimensions. ClickDimensions will also refrain from sending emails to a contact whose Do Not Allow E-Mails Field is set to Do Not Allow.

DNBE

do not allow emails field

This method is fine if you only have one lead or contact record for the customer who wishes to be unsubscribed, but may be a bit inefficient if that customer has duplicate records. In this scenario, you can more quickly unsubscribe all of the records by manually creating an Unsubscribe record and adding the customer’s email address to it. Begin by navigating to Marketing > Unsubscribes in CRM, then click the New button.

On the new record, you can specify the email address that should be unsubscribed, associate the Unsubscribe with a lead, contact, or account record, then save the record.

Whereas setting the Bulk Email field on a lead or contact to Do Not Allow unsubscribes that specific lead or contact record, it does not affect any other records with the same email address. The Unsubscribe record will unsubscribe any lead, contact, or account that has the email address that is listed on the record. You can also associate a lead or contact with the Unsubscribe record, but this is only done so you can find that Unsubscribe record in the lead or contact’s related records menu.


Feature Added: Original
Feature Updated: 8.3.0
ClickDimensions Version Need: Any