Unsubscribe Link 2.2

Allow Recipients to Unsubscribe From All Email Sent via Salesforce

When the recipient clicks to unsubscribe, a flow will look for all contacts and leads who have this email in the Email field and mark them “Email Opt Out.”  The email address owner will receive one confirmation email immediately. A custom object tracks when someone unsubscribes to allow you to report on it.

See How It Works

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Test the Newest Unsubscribe Link App, Please?

This is the third iteration of my app to allow all users to opt out of email sent through Salesforce.

Last week I posted an add-on to the existing app to improve it. Here I have a totally new version with all the bells and whistles.

Could you please install it and test it for me? It should take about 10-15 minutes. After collecting enough feedback, I’ll submit this version to the AppExchange for security review.

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Upgrade Unsubscribe Link

I built this really great app to allow email recipients to unsubscribe from all emails sent through Salesforce, but it hasn’t been exactly easy to set up or use. Introducing the first upgrade which makes it much more user friendly!

With the upgrade, your Salesforce users can now pull a merge field into their Lightning and Classic email templates to include the Unsubscribe Link. Bam. No more having to modify and clone confusing email templates.

See how easy it is to add the Unsubscribe Link to a List Email? Your users will love this.
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Secure guest user record access in Spring ’20

On March 1, 2020, the official start of Spring ’20 in our world, comes needed security improvements regarding sharing data with external users. However, you can uncheck the Secure guest user record access checkbox and test out these changes until Summer ’20. Phew.  If you’re using any Site Guest Users, and are ready to try out the new settings you’ll need to create new sharing rules. Hint: Salesforce sites are used in Volunteers for Salesforce and frequently in Communities.

cherry blossoms blooming

What’s a Salesforce Site? “Salesforce sites enables you to create public websites and applications that are directly integrated with your Salesforce.com organization—without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through pages that match the look and feel of your company’s brand. Use sites to create public community sites to gather customer feedback, branded login and registration pages for your portals, Web forms for capturing leads, and so on.” — the Site setup page in Salesforce. Continue reading →

I just said I don’t want any email!

UPDATE 1/13/2021: This post needs to be updated for the latest Unsubscribe Link package version.

Hip hip hurray! My unmanaged package Unsubscribe Link is now available for free on AppExchange! This package will allow your constituents to unsubscribe from all emails for your organization. Email with link to unsubscribe from all emails at the bottom.

The package includes an automatic confirmation email, but you can turn that feature off. Watch the video below and/or follow these instructions: Continue reading →

How to Include an Unsubscribe Link, Revised

THIS POST REFERS TO VERSION 1.11.0 (OUTDATED)

Did you install the app before January 8, 2021? This is the right post with instructions for you. If you haven’t set up the app yet, please uninstall it and install the new version now from the AppExchange. Read about the latest version here.

Allow Recipients to Unsubscribe From All Email Sent via Salesforce

View demo.

When the recipient clicks to unsubscribe, a flow will look for all contacts and leads who have this as their preferred email address (if you’re in Nonprofit Success Pack) or in the Email field. All contacts or leads who meet that requirement will be marked “Email Opt Out.”  The email address owner will receive one confirmation email immediately.

Please try this in your sandbox, developer org or Trailhead playground first! 

Learn why you should consider including an unsubscribe link. 

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When to Include an Unsubscribe Link

The benefits of sending email directly from Salesforce are that you can automate when they go out, you can send up to 5,000 emails per day, and email templates are really simple to set up.

woman using white smartphone on front of table

Dear Asses and Donkeys Trust, I no longer want to receive your email. XOXO, Belinda

But any time you’re emailing groups of people, you should be mindful of the requirements of the CAN-SPAM law (which I just learned isn’t called the “Canned Spam” law). CAN-SPAM requires that emails, in certain scenarios, provide an option for the recipient to unsubscribe.

I am writing to you on my personal blog as a puzzle-solving Salesforce admin, not a Salesforce employee. Your decisions around unsubscribe options can have legal implications for your organization so please do not take anything from this post as legal guidance or means to make your communications legally compliant.  That decision is between you and your lawyers.

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