In this article, we will show you how to add an unsubscribe button to the bottom of your transactional (smart) emails. By law, you must have an unsubscribe button in all of your marketing emails which will automatically be added to the email when you are setting up a marketing email. However, this will not apply to transactional emails.
So what if you want to send a transactional email only to those opted in for marketing, and therefore need to add an unsubscribe link to a transactional email template? Keep reading!
💡We know we have said time and time again that Transactional (smart) emails are non marketing emails. However, it is technically possible to send transactional emails only to those who are opted in for marketing, and in doing so - you must provide a method for unsubscribing.
Adding an unsubscribe button in a Transactional (smart) Email
Step 1: Open the email template that you wish you include your unsubscribe link. To do this you will go to 'Send email', click 'Transactional' at the top of the page and find the email template you have already created. If you have not yet created your email template, you can follow the instructions in this article here 👉🏻 How to create a new transactional (smart) email template
Step 2: Decide where you would like your unsubscribe link to be placed. Usually, it is down in the footer under all of your business details but you can decide if you would like it anywhere else.
Step 3: Type out the word 'Unsubscribe'.
Step 4: Highlight 'Unsubscribe' and right-click. You will have some options pop up, and you will want to click on this hyperlink symbol 👇🏻.
Step 5: A box will appear where you can insert the unsubscribe personalisation variable:
Step 6: Click the green tick.
YAY! You have inserted your unsubscribe link!
📝 Note: If you were to just insert the unsubscribe personalisation variable, the patient receiving the email will see a very long link instead of a neat unsubscribe button. 📝
When you set the trigger for this transactional (smart) email template, this page below will decide whether it is a marketing or transactional message:
As mentioned at the beginning of this article, if you were to select 'Yes', only patients who opted-in for marketing messages will receive this therefore an unsubscribe button is required by law.
If you selected 'No' then this will send to patients regardless of their opt in status, and an unsubscribe link is not necessary nor recommended as it won't opt the patient out of receiving non-marketing transactional emails.
What if I want patients to be able to opt out of transactional email?
A transactional email by nature cannot be opted out from. Their intention is to be received no matter your opt in status. For example - every time you take a ride with Uber you receive a receipt. You cannot opt out of receiving these receipts. Peptalkr non-marketing transactional email are the same.
The only way to completely stop Peptalkr transactional emails going to a patient is to remove their email address from Cliniko.
Furthermore, if you are sending a 'Before the appointment' or 'After an appointment is created' email - you can select the checkbox title 'Is this a reminder?' and 'Is this a confirmation?' respectively, and in this instance we will check the Patient's Cliniko file to ensure they are opted in to receive booking reminders and confirmations respectively. We will always respect what is set in Cliniko for reminders and confirmations if you choose to during the trigger creation process.
How the Cliniko settings look:
How the Peptalkr settings look: