Email Subscriber Management

Effective email subscribe management is crucial for your business to maintain a positive brand image and build strong customer relationships. By providing a clear and hassle-free unsubscribe process, your business demonstrates respect for your subscribers' preferences and privacy.

Proactive unsubscribe management reduces the likelihood of recipients marking emails as spam or becoming disengaged, preserving the integrity of your sender email reputation. Moreover, it enables your business to maintain an accurate and engaged subscriber list, allowing you to focus their efforts on delivering personalized and valuable content to those who genuinely want to receive it. Ultimately, prioritizing email unsubscribe management helps your business foster trust, enhance deliverability rates, and cultivate a loyal and responsive audience.

As a business, you are required to comply to the CAN-SPAM Act

Review the Compliance Guide from the FTC

Although we've built a workflow bases on best practices to handle unsubscribes, please review the tags and process to ensure it matches your business preferences.

Step 1: Define Your Subscriber Tag

The way this CRM works is you need to define your subscriber list. We do this with a tag and smartlist. In this first step, select your preferred tag to indicate a contact is subscribed.

We've already included [subscription] newsletter. You may change this and it will require an update to the Workflow.

Step 2: Tag Subscribed Contacts

Tag all of your subscribed contacts with this tag in the Contacts area of the CRM. During the Initial Set Up call, this is usually completed for you.

Go to Contacts
Select the Contacts by checking the box next to their name
Click on the Add Tag action button
Add your subscriber tag to the contacts

Step 3: Create Subscribed and Unsubscribed Smartlists

Create Subscribed List

The subscribed smartlist includes all clients that have opted in to receive your emails, have not unsubscribed or marked your email as spam. It should also only include contacts with valid emails.

Go to Contacts
Click on More Filters
Select the following criteria
1. Tag is your subscriber tag (we use [subscription] newsletter)
2. Tag is not "unsubscribe"
3. DND is "no"
4. Email "is not empty"
Save as New Smartlist and give it a name like Subscribers or Newsletter

Create Unsubscribed List

The unsubscribed smartlist includes all clients that have unsubscribed, opted out, and complained your email was spam. These may be people you email on a one on one basis, but they do not want to receive your marketing or promotional emails and you are required to comply. This is covered in the CAN-SPAM Act.

Go to Contacts
Click on More Filters
Select the following criteria
1. Tag is "unsubscribe"
Save as New Smartlist and give it a name "Unsubscribed"

Step 4: Review and Update Workflows

There are three automates we've created to manage your subscribers that are already on and ready to do their job.

Note: If you are not using the tag [subscription] newsletters to identify subscribers, you will need to make a minor update to these workflows.

To Change the Subscriber Tag

Go to Automations >> Workflows
Open the Folder Mailing List Management
Update the Complained workflow
1. Open the workflow
2. Click on the Remove Tag action
3. Change the tag from [subscription] newsletter to your subscriber tag
4. Save the workflow
Update the Unsubscribed workflow
1. Open the workflow
2. Click on the Remove Tag action
3. Change the tag from [subscription] newsletter to your subscriber tag
4. Save the workflow

Step 5: Sending Email Blasts Best Practice

When sending email blasts or automations, ensure you are sending to contacts that are subscribed. Use the Subscribers smartlist when sending out Email Campaigns.