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How to allow unsubscribes from transactional email
How to allow unsubscribes from transactional email

Manually adding an unsubscribe link to your transactional email

Updated over a week ago

By law, you must have an unsubscribe button in all of your marketing emails which will automatically be added to Campaigns and Automations. However, this is not automated on Transactional emails - you must add it manually.

In this article, we will show you how to add an unsubscribe link to the bottom of your transactional (smart) emails.

When to do this

You only need to complete this step if you plan to select 'Marketing' during the trigger creation process for this particular email type:

That's because Transactional emails can be sent as either marketing OR non-marketing emails - you have the choice!

How to add an unsubscribe link

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 πŸ‘‰πŸ» 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. Now save your template and you're done!

πŸ’‘ Note: If you were to just insert the unsubscribe variable without first adding the 'Unsubscribe' text, the patient receiving the email will see a very long link instead of a neat unsubscribe button.


Why do I have to do this?

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 non-marketing 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 non-marketing transactional emails going to a patient is to:

  1. Update their Cliniko communication preferences if it's a confirmation or reminder you want to opt them out from - instructions.

  2. Use a Medical Alert to opt them out of other transactional emails types - instructions.

  3. Remove their email address from Cliniko - this will stop all forms of email being sent to the patient.

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