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Opt Out of Messages

You should always allow people to opt out of receiving bulk emails or text messages from the Platform.

How do you know whether you can send messages to an individual? On the Contact record, under the Communication Preferences section, there are two relevant fields: Bulk Email Opt Out and Do Not Text. If you add the necessary webhook, the Platform can automatically set Do Not Text on a contact's record when they opt out or opt in:
  • To opt out, individuals can reply to the text message they receive with an opt-out keyword (Stop, Stopall, Unsubscribe, Cancel, End, or Quit). As soon as the opt-out reply is received, the Do Not Text field is set to Yes.
  • To opt back in at any time, they can reply or send a new text to your organization's number with an opt-in keyword (Start, Yes, or Unstop). This sets Do Not Text to No.
    Important: Opt out and opt in replies are ONLY recorded in the Platform if you set up inbound messages. See Add a Webhook for Inbound Messages for information on how to add the necessary webhook so your audience can opt out.

For authenticated users to opt out of bulk communication, they can go to My Profile through the Login Widget and select the Do not send me bulk email messages check box. For authenticated users to opt out of emails related to My Subscriptions, they can go to the widget and select the Do not send me bulk email messages check box.

Note: These settings do not affect notifications for views. Users who opt out will still receive notifications that are set up to go to them.

Including Bulk Email Opt Outs

There's an option in the New Message Tool to Include recipients who have opted out of bulk email. If you select this check box, you can send to contacts who have opted out of bulk email. By default, this option is cleared and messages do not send to those who opted out.
CAUTION: To send a message to someone who opted out of receiving bulk emails, you must select the check box. We recommend you do this sparingly or only for very important messages that those who opted out really need to know.