Setting Up An Opt Out For Specific Email Sequences

This article will go over how to set up an option in your emails for people on your list to unsubscribe only from a particular sequence. For example, your contacts can opt-out of launch emails while still receiving regular newsletters emails from you.

In the following video, we'll walk through:

• Setting up a trigger link that contacts can click and have a tag added to their contact record.
• Then how to set up a smart list that excludes contacts with that tag, so they don't receive those particular emails, but are not fully opted out of your regular email list.

How to Create an Email Opt-Out Option for Launch Emails

1. Click on the 'Sites' tab on the left menu.
2. Select the funnel related to the product you are launching.
3. Create a Opt-Out Page
   1. Clone an existing page (e.g., order confirmation page) to create the opt-out page.
   2. Rename the cloned page to 'Opt-Out Page'.
   3. Change the URL path to something specific, for example: [ Product ]-opt-out
4. Designing the Opt-Out Page
   1. Use the page builder to customize the opt-out page.
   2. Add a confirmation message (e.g., 'You have officially opted out of receiving the launch emails').
   3. Optionally include additional content or resources.
   4. Publishing the Opt-Out page to make it live.

6. Creating a Trigger Link
   1. Go to the 'Marketing' section on the left side menu.
   2. Select 'Trigger Links' from the top menu.
   3. Add a new trigger link for the opt-out page. For example you could label it: [ Product Name ] :: Launch Emails Opt-Out
7. Setting Up the Automation Workflow
   1. Navigate to 'Automations' on the left side menu
   2. Create a new workflow from scratch.
   3. Set the workflow trigger as a "Trigger Link Clicked" workflow trigger, for when the opt-out trigger link is clicked.

   4. Add a step to apply a tag indicating the user has opted out.

      

      
      
8. Creating a Smart List
   1. Go to the 'Contact' section on the left side menu.
   2. Create a new smart list, by clicking on your "Clean Deliverability Filter" or "Clean Filters Base" smart list.
      1. If you do not have a clean smart list created. Please follow the steps here to create one: Getting Started With Smart Lists
   3. Add a "Tag is Not" filter to exclude contacts with the opt-out tag from the smart list.
   4. Save the smart list a new smart list by clicking "save as new"

   5. Label the new smart list something that makes sense to you, such as "[ Product Name ] :: Launch Emails"

      

      
      
9. Sharing the Smart List
   1. If applicable, share the smart list with team members to make it a global list.
10. Setting Up the Email Campaign
    1. Go to the 'Marketing' section on the left side menu.
    2. Click on the 'Emails' section at the top, and select or create a email template or email campaign.
    3. Include the opt-out link in the email, allowing users to opt-out of launch emails.

11. Scheduling the Email Campaign
    1. Schedule the email campaign to be sent to the smart list of users who have not opted out ( the list you created in step 8 above ).
    2. Here is our tutorial going over how to send an email campaign: Sending a Broadcast or Newsletter Email