How to Make Emails Compliant by Adding an Unsubscribe Link in CoachWorks Marketing CRM

Step-by-Step Guide:

Obtaining Explicit Consent:

• Explicit consent from the user is the only valid method to obtain permission for sending email campaigns and communications; this consent cannot be purchased or assumed.

Consent Responsibility:

• In our scenario, the location that initiates the communications is responsible for obtaining the user's consent before sending any emails.

Required Information for Compliant Emails:

To conform with email marketing policies, every initial message sent to an end-user must include two essential pieces of information: the Sender ID and an opt-out language.

Follow-Up Messages:

• For follow-up messages in an ongoing conversation, this identification may not be necessary. However, it is good practice to maintain clarity.

Additional Information:

• To provide more information, append the sender info at the end of the message, for example: "Thanks, ."

How can I customize the opt-out message?

Go to Settings -> Business Profile -> General, where you can customize the opt-out message, below is the screenshot for reference:

1. Begin by selecting 'Settings' to customize your profile.

2. Next, access the general section of your business profile settings.

3. Now, enable the option to add an unsubscribe link to your emails.

4. Then, click 'Customize' to adjust specific settings.

5. Afterwards, tailor your email content as needed.

6. Extend these settings to all sub accounts by checking the relevant option.

7. Finally, confirm and save your customizations to finish.

It is important to share this information with the end customer, therefore it should be included in all initial messages as a required check.