Creating a customised unsubscribe form

Summary

If you want to give your contacts the choice about which specific type of campaigns they can unsubscribe from, then you'll be interested in creating a customised unsubscribe form.

A customised unsubscribe form allows you to better manage which email communications your recipients receive. They might wish to unsubscribe from receiving one particular newsletter that isn't of interest to them but still want to receive other information about your products and services.

Creating the form

To create a custom unsubscribe form, go to Contacts > Signup forms and you'll come to this screen.

Follow these steps:

  1. Select the option Single address book removal from the 'Form mode' section of the screen.

  2. Select the address book or books from under 'Address books' that you're happy for contacts to be able to unsubscribe themselves from.

  3. Move down to the 'Return page' section. Enter the URL of the webpage you'd like the recipient to be taken to after they've submitted their request (this could be a survey, if you wish, to ask why they're unsubscribing).

  4. Click on the Create form button. A window will appear underneath with the code for the webform. Use your scrollbar to move down the screen.

  5. Cut and paste this code to give to your web developer for inclusion on your website. An easy way to do this is to highlight the code, right click and select Copy, open a basic editor, such as Notepad, and simply paste the code in.

  6. Finally, place a link in your campaigns that go will through to your webpage that displays this customised unsubscribe form. In addition to this, you'll also have the required standard unsubscribe link if you've chosen one of our free templates. If you want the standard link turned off, you'll need to speak to your account manager about it.

Good to know

You could use this function in conjunction with a triggered campaign. When a contact unsubscribes from a particular address book using this webform, you can ensure a campaign gets automatically sent to them, perhaps to collect feedback on why they're unsubscribing from it. This can be done by editing the settings of an address book to include an 'unsubscribe action'.
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Comments

  • Avatar

    "Finally, replace the unsubscribe link in your email template with a link through to the web page displaying this form."

    Do we just put our own link in and do you need to check it's there? We want to offer different list subscriptions first and a global unsub underneath - a reverse of the current standard page you do.

  • Avatar

    The unsub process has changed considerably. There is now only a way to unsubscribe from all address books (standard) or from a single address book.

    Alternatively, if you are managing segmentation preferences through contact data fields, you can turn on the preference center to allow folk to unsubscribe or amend their profile. Sorry to say, though, that the way the labels display the data fields and the order in which they do so is awkward.

    Since contact data fields cannot contain spaces and the preference center displays data fields in alphabetical order, using the preference center with public contact data fields is somewhat clumsy. See attached as a sample.

    Are there updates planned for the future?

  • Avatar

    Once this customised unsubscribe is set-up, when a contact submits this - where are the details of the forms stored? 

    I have created the form coding and passed to my web designer, we are going to set up a return page, but still yet to be designed.  How do I go back in and add this information in later?

  • Avatar

    Hi Ally

    The code that is generated for you can be edited at anytime via the code, simply find this piece of the code:

    <!-- ReturnURL - when the user hits submit, they'll get sent here -->

    <input type="hidden" name="ReturnURL" value="**url goes here**">

    We do not store a copy on the system as you can easily re-generate at any time and it wouldn't impact any previous code generated.

    It must be clear that if you do intend to use a custom link to manage suppressions you should contact your account manager to have the process you implement approved as you are required to honor all opt-out requests. This also includes requests in the reporting replies.

  • Avatar

    Instead of putting the html code on my company's website, I simply created a microsite from my DotMailer account called <campaign name> unsubscribe, created a page, and put the html code there. Now an unsubscriber for this particular campaign just gets a simple opt out page and they are taken out of the campaign's address book. Isn't this the easiest way to do this? Why isn't this given as an option?

  • Avatar

    I'm currently using a custom unsubscribe page, how can I get it to report on these unsubscribes and not the default one? Is it possible to have the default unsubscribe turned off? Thank you.

  • Avatar

    Hi Lisa,

    As no campaign is being sent, there will be no reporting on this webform. You could, however, trigger a 'sorry to see you go' campaign connected to the address book/s being unsubscribed from, achieving reporting in that way instead. This is covered at the foot of the article.

    However, I may not fully be getting the gist of your question?

  • Avatar

    We're using a dotsurvey form to sign up subscribers' and capture their data / email preferences.

    We'd like our users to be able to be to opt themselves out of specific alerts, without unsubscribing fully.

    We've got the preference centre option enabled, but the issue we're having is that the different types of alerts link back to contact data fields, so consequently look odd - is there a way to edit the text on the preference centre to make these appear more human?

    Also, not being able to reorder the data fields is a bit annoying.

    See screen shot attached.

  • Avatar

    Hi Tom,

    Thanks for raising this issue. As I'm not entirely sure how this has been set up, I'd recommend contacting support@dotmailer.com and they'll do their best to assist you.

    However, in the meantime, I can try to provide a couple of pointers that hopefully may prove useful. Apologies though if they're not exactly what you're after. Firstly, when using contact data fields or address books that will be used publicly, we always recommend giving the names some thought so that they're meaningful, as your contacts will be able to see them. In which case, you might be interested in the following articles on contact data fields:

    Secondly, I'm afraid contact data fields are listed alphabetically in the preference centre and you can't currently reorder them.

  • Avatar

    Hi there. I've created a customised form and hosted the code on my website. Looks nice, but the email box doesn't allow me to put an email address in, and therefore the preferences can't feed back to my address book. Am I doing it wrong? I need some guidance! Thank you!

     

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