How to Build an Unsubscribe Page in Your CRM

When users choose to stop receiving emails, they are directed to an unsubscribe page. Crafting a well-designed unsubscribe page can help maintain a positive relationship with users, even as they opt out. Follow this guide to create one using your CRM system.

Detailed Instructions:

Accessing Your CRM System

1. Log in to your CRM account.

2. Go to the specific sub-account where you want to build the unsubscribe page.

Steps to Create an Unsubscribe Page

1. From the dashboard, navigate to the "Sites" section.

2. Choose whether to start a new website or modify an existing one. For funnels, select "Funnels" and either add a new step or edit an existing one.

3. Name your page something relevant, such as "Unsubscribe Page."

Customizing Your Unsubscribe Page

1. Begin with a blank page layout to customize it fully.

2. Include a headline and sub-headline to clarify the user’s unsubscribe status. For instance, use a headline like “You’re Unsubscribed” and a sub-headline that says, “We’re sorry to see you go. You won’t receive any more emails from us.”

3. Modify the page’s design, including the colors and visuals, to reflect your brand’s look and feel.

Linking to the Unsubscribe Page

1. Navigate to the "Conversations" tab, then select "Trigger Links."

2. Create a new trigger link called "Unsubscribe Link" and insert the URL of your unsubscribe page.

3. Save this link for easy access in future email templates.

Setting Up Automated Unsubscribe Workflows

1. Go to the "Automation" section and create a workflow named "Unsubscribe Process."

2. Set the trigger to "Trigger Link Clicked," selecting your unsubscribe link.

3. Add an action that enables the "Do Not Disturb" (DND) option for all communication channels to ensure no further emails are sent to the subscriber.

Adding the Unsubscribe Link to Email Templates

1. Under the "Marketing" section, open your email templates.

2. Modify the email template to include the unsubscribe link at the bottom, making sure it's easy for users to find and click.

Final Considerations

Once the unsubscribe link is integrated into your emails, any user clicking on it will automatically be marked as "Do Not Disturb" for the email channel, ensuring they won't receive further messages.

Troubleshooting & FAQs:

• Unsubscribe page not appearing correctly? Verify the URL and make sure it’s correctly linked in the trigger settings.

• Can the DND settings be adjusted? Yes, you can specify which channels DND applies to, but it's advised to apply it across all channels to fully respect unsubscribe requests.