CRM Help

Setting up an Unsubscribe Form

This feature helps you to generate the HTML code for the Unsubscribe Form. You can use the Form to provide an Unsubscribe option for the email recipients. The process to set up the form consists of three parts.

Availability

Profile Permission Required: Users with the Unsubscribe Form permission in profile can access this feature.

Part 1 - To generate an Unsubscribe Form

  1. Click Setup > Website Integration > Unsubscription Form.
  2. In the Unsubscription Form page, do the following:
    • Enter your website address in the Return URL field.
    • Click Generate HTML.
  3. Copy and paste the generated HTML code into HTML editor and save it as an HTML file.
  4. Click Finish.

Part 2 - To publish an Unsubscribe Form

When you want to publish the unsubscribe form in a web page and provide a link to the web page from an email.

  1. Create a web page in your website and paste the generated HTML code in the page.
  2. Get the URL for the web page that you created in your website.

Part 3 - To add an Unsubscribe link in the email template

  1. Click Setup > Templates > Email Template.
  2. In the Email Templates page, click the Edit link corresponding to the email template you want to provide the Unsubscribe option.
  3. Click Edit.
  4. In the Footer section type your desired content.Example: "Click here to unsubscribe".
  5. Select the View HTML source check box and type the subscription page's URL as shown in the format below:
    Click <a href="http://www.yourwebsiteurl.com">here</a> to unsubscribe.
  6. Click Save.

Part 4 - To use an Unsubscribe option

  1. Click the Unsubscribe link in an email message.
  2. Enter the Email address and click Unsubscribe.
  3. The Email opt out option for the Lead and/or Contact will be automatically selected.
    emails will not be sent to the Leads or Contacts, if the Email Opt Out check box is selected.

Note

  • If the user enters a Secondary Email Address, then also the email opt out option will also be selected.
  • The HTML code cannot be embedded directly in your email template.
  • You need to save the generated code as an HTML file and use the link in the email template.

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