A double opt-out campaign is where recipients must confirm their wish to unsubscribe on a web page before completing the unsubscribe process. It's useful as you can enrich your insights into why recipients unsubscribed by asking them to elaborate.
Even if you set up a double-opt out campaign, they can still unsubscribe using built-in unsubscribe features in email clients such as a list unsubscribe. Learn more about different ways recipient in Agillic can be blocked here.
This article provides an example of a double opt-out campaign and all the steps to follow to build your own simple double opt-out campaign.
- Creating the Person Data Fields
- Creating the Events Needed
- Creating the Double Opt-Out Page
- Creating the Confirmation page
- Creating an Email with a Link to the Double Opt-Out Site
Creating the Person Data Fields
The first thing to set up are the Person Data fields needed to store information about the permission updates. This campaign will need the following two fields:
This field will store the boolean value true or false for the permission of a recipient.
This field will store the timestamp for when the permission field was updated.
EMAIL_PERMISSION and EMAIL_PERMISSION_UPDATE person data fields
Creating the Events Needed
For double opt-out campaigns, we need an event to set the EMAIL_PERMISSION to false for the recipient when they click the confirm button on the portal page. Follow these steps to set up the event as needed in this campaign.
- Create an Event and name it 'Email Unsubscribe'.
- Click 'Reset Enabled' and set it to reset after 1 time.
- Create a side effect so that when a recipient triggers the event and it counts from 0 to 1, we will perform a side effect.
- Add a side-effect that sets 'EMAIL_PERMISSION' to 'FALSE'.
- Add a side-effect that sets 'EMAIL_PERMISSION_UPDATE' to 'today'.
Setting up the event 'Email unsubscribe'
Creating the Double Opt-Out Page
When a recipient clicks on unsubscribe in an email, we want to redirect them to our double opt-out page where we ask them to confirm their choice.
Creating a portal page can prove a bit challenging if you're new to Agillic. We advise you to read our article on portal pages before proceeding.
- Create a Web page.
- Create a User Menu Item so Agillic can track which recipient is unsubscribing.
- Insert a link which leads to the Confirmation page. We will create the confirmation page in the next set of instructions.
- Add your 'Email Unsubscribe' Event to the link.
Example of a Web page where the recipient has to confirm that they want to unsubscribe by clicking the button
Creating the Confirmation page
In order to confirm the recipient's choice, create a confirmation page the recipient will see once they've confirmed they wish to unsubscribe.
- Create a webpage for the Confirmation portal page.
- Create a User Menu Item if you wish to add personalisation to the Web page.
- Optional: Create a link with another event on it that allows users to re-subscribe.
Example of a Web page confirming that the recipient has unsubscribed successfully
Creating an Email with a Link to the Double Opt-Out Site
In this example, we apply the new link to the email template used for all emails on the instance. This way, we can be certain that all emails have the correct unsubscribe link. Alternatively, you can add the link in each email manually.
We advise you to get an experienced template developer to add this to your email template. Contact Agillic Support if you want to get in contact with Agillic's template developer.
- Insert a link to your email template leading to the double Opt-Out page. This ensures that all emails using the template will have the same unsubscribe link.
- Create an email using the template.
- Customise the content of the email.
- Save the email.
Remember to test your configuration by sending an email to your own inbox on behalf of a test recipient. You can test this through the Channels module.
You've now created a double opt-out campaign where all emails using your designated template will contain the double opt-out campaign configuration!
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