NOTE: If you use Template Designer 2 (TD2) and Message Designer (MD2), you can achieve similar results leveraging Message Categories and Landing Pages.
Opt-outs allow your subscribers to stop receiving a specific type of message you send from your Higher Logic Thrive Marketing Professional (Thrive Marketing Professional) account (rather than universally unsubscribing from all of your messages).
- Opt-outs give your subscribers the freedom to choose which messages they would like to receive and which messages they would not.
- While you always need to include a universal unsubscribe link, additional opt-out options mean greater flexibility for your subscribers.
As a best practice, you'll want to create your opt-outs as Interests (see Interests Profile Fields to learn more). There are a few reasons for this:
- You'll be able to view specific subscriber details within an opt-out interest (such as their email address).
- You'll be able to easily manage the use of the opt-out interest within your messages, like simply excluding all members of the opt-out interest.
Create an opt-out interest
- Navigate to Contacts > Profile Fields.
- Click the plus icon (+).
- In the Create Profile Field dialog, select Interests from the menu. The Create Interest dialog will immediately display.
- In the Create Interest dialog, enter a name, Target Group folder, and description for your opt-out interest. As a best practice, and to keep everything aligned, always name your opt-out interest in a way that parallels your main interest. For example, if your main interest is named "Training," your opt-out interest might be named "Training Opt-Out."
- Click Save. Your new opt-out interest now appears in the list.
Add an opt-out link to your message template
Once you've established your opt-out interest, it's time to add it to your message template.
- Navigate to Messages > Templates to view a list of all of your existing templates.
- Identify the template you want to modify. Click to select it, followed by Edit.
- In the template footer, identify a location for your opt-out interest link and click the Insert/Edit Hyperlink button in the toolbar.
- In the resulting window, use the following options:
- Hyperlink Type - Opt-Out Link.
- Opt-Out Form - Select the subscription form for your opt-out interest (the default form is always available).
- Name - The name of the opt-out.
- Click Insert Hyperlink. The opt-out link now displays in the message template footer.
Apply the opt-out Interest to your message
With your opt-out link placed in your template's footer, you're ready to apply the opt-out interest to your message.
- Navigate to Messages > List.
- Identify the message you want to modify. Click to select it, followed by Edit to open the Mailing Designer. (alternatively, you can create a new message)
- On the Set-Up tab, scroll down and expand the Advanced heading. The Select Opt-Out Link field is available because you're using a template with an opt-out link.
- Click Edit to the right of the Select Opt-Out Link field.
- In the resulting window, click the Select Informz Opt-Out Interest radio button. The window expands to include two new dropdown lists: Action and Interest.
- Set the Action to Add To and set the Interest to the new opt-out interest that you've created.
- Click Update to save your changes. Now, anyone who chooses to opt out of your message becomes a member of the selected opt-out interest.
Exclude your opt-outs from messages
Now that you have an opt-out interest set up that resides in a template and a message, you'll need to exclude that group from your messages. There are two ways to do this:
- Use the Set-Up tab in Mailing Designer.
- Create a compound target group that excludes the opt-out interest.
NOTE: This article discusses the former method. To learn more about creating compound target groups, click here.
To exclude an Opt-Out group from a message:
- Return to the Set-Up tab, and then scroll down and expand the Advanced section.
- Click Edit to the right of the Do not send to field.
- In the Do Not Send Mailing To window, check the Those in the following Target Groups(s) checkbox. The window expands, allowing you to select the desired target group.
- Click the Target dropdown list and select your opt-out interest.
- Click Add to List to add your opt-out interest as an excluded target group.
- Click Update.
Now, when you send your message, you'll exclude everyone who has joined the opt-out interest.