How can I configure unsubscribe / opt-out options to apply to different types of campaigns? I'd like my customers to be able to opt out of newsletters or training opportunities separately from product updates and alerts.
- 1 custom user attribute per type
- 1 campaign destination page per type
- 1 user filter applied to targets for all campaigns per type
Note: Totango specifies campaign types based on the template you start from, but for purposes of this recipe, this term "type" can refer to your own conceptual groupings, as well.
- In Data Modeler, create a new user attribute (text). For example, "Unsubscribe Product Updates."
- Within your SuccessBLOC where your Product Updates campaigns are, create a new destination page (Assets tab).
Content: No longer interested in receiving product updates? Click the link below to confirm.
Call to action button: Enabled
Button text: Opt out
Confirmation message on button click: You have successfully opted out of product updates.
Page footer: If you want to re-subscribe to product updates in the future, please email us at [support email address].
Information to be updated in Totango (on button click): Unsubscribe Product Update = yes
- Within the SuccessBLOC Campaigns tab, filter by Type (Product Updates). For all Product Update campaigns, modify the following:
Footer properties: Choose to "Override global theme" and remove all footer components, including text.
Text component: Add a new text component at the bottom of the email. Hyperlink the CTA verbiage using the new destination page.
Target user segment: Add a new filter where the "Unsubscribe Product Updates" attribute excludes any targets where the value is marked "yes."
- Repeat the steps for each type of campaign for which you want to create a custom unsubscribe / opt out process.
The default campaign footer and unsubscribe page process includes the option to resubscribe. Overriding this option with a custom opt out flow does not include a resubscribe option, so be sure to consider building a process for handling those requests and communicating it within the destination page verbiage.