Managing unsubscribe requests
There are a couple different ways to handle unsubscribe requests. Which method is best for you depends on your email set up and the volume of unsubscribe requests you receive.
Adding an unsubscribe link in your email signature
You can create an unsubscribe link in your email signature using mailto:
- Create a mailto: link. You can even use a mailto: link generator like this one. Your mailto: link will look something like this:
- Go to your signature editor in Close.io (under Settings > Your Email Settings).
- Type in the text you want to use to indicate your unsubscribe link (e.g. "Click here to unsubscribe.")
- Highlight the text and click the "insert link" button on the signature editor. Paste in the mailto: link you generated.
When email recipients click the link, a draft email will pop up with all of the fields from your email link. (Email to, cc, subject line, message content, etc.)
When you receive an unsubscribe request, there are a couple of different ways to record it:
- If you have one contact per lead, you can save an unsubscribe request in a custom field. Then, when creating a bulk email send, you can filter out leads with a logged unsubscribe request using search.
- e.g. If you have a custom field named "Unsubscribed" you could filter out unsubscribed leads with this search: "custom.Unsubscribed": " "
- If you have more than one contact per lead, the best way of preventing future emails to that address is to remove that address from the lead contact.
- This will not affect emails that have already been synced (they will remain visible). It also will not affect other data that was saved on the contact (phone numbers, other email addresses, etc.).
Adding unsubscribe links via Mailgun
If you are using Mailgun to send your outgoing messages, you can add "%unsubscribe_url%" to the bottom of any email templates you'd like to bulk message. Mailgun will rewrite the message to include an unsubscribe link and manage the process of not sending emails to people who have opted-out. Here are more details on how Mailgun's unsubscribe links work.