User Side: Managing Email Preferences

ThisThe articleManaging describesUser theEmail Preferences feature that allows end-users to unsubscribeopt fromout of non-essential email communications.communications Thisdirectly featurefrom aimstheir portal. Its primary purpose is to improve the user experience, ensure compliance with data privacy regulations, and reduce the volume of manual unsubscribe requests.requests for your staff. This article is intended for OPS-COM administrators to help them understand the user-facing email management workflow.

User

Setup and Configuration

This feature relies on the global unsubscribe functionality being active in your environment.

Admin Side: Managing Email Preferences

WhenEnsure the unsubscribe functionality is enabled within your system communications settings. If this feature is enabled,disabled usersglobally on the backend, the user-facing management options will not be accessible.

User Side: Users can access and manage their specific email preferences throughindependently an Email Preferences page withinfrom their portal account settings or via direct links in received emails.

Using this Feature

Administrators can use the following information to guide users on how to update their communication settings.

Accessing the Preferences Page

Users can access the management page using one of two methods:

1. Navigate to the account settings on the user portal and click Email Preferences page in two ways:

   • By navigating to their account settings..

   • By clickingClick the Unsubscribe link located in the body or footer of any non-essential system email.

OnDisabling the Emailunsubscribe Preferencesfunctionality page, users will findat the following:system level overrides all user preferences. Always ensure this aligns with your local data privacy regulations (such as CAN-SPAM, CASL, or GDPR) before restricting a user's ability to opt out of non-essential communications.

Key Information Displayed

• CheckboxesEssential forCategories: eachA section at the bottom of the page displays a list of essential email categories that users cannot unsubscribe from (e.g., system alerts, financial receipts, password resets).

Available Actions and Buttons

• Category Checkboxes: Enable the specific category: Userscheckboxes canto selectsubscribe, or deselectdisable categoriesthe checkboxes to manageunsubscribe theirfrom subscriptions.those non-essential communications.

• Popover? iconIcon: (Click the ?): Clicking thispopover icon next to aany checkbox willto display thea categorydetailed description.description of that specific email category.

• Select/Select All / Deselect AllAll:: AnClick optionthese bulk options to manageselect or deselect all available email category checkboxes at once.

• EssentialSave CategoriesChanges:: A list of essential email categories that cannot be unsubscribed from will be shown at the bottom of the page.

After making changes, the user must clickClick the Save Changes button.button to apply the updated preferences. A confirmation message will bedisplay displayed.once successfully saved.

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Best Practices and Considerations

• System-Communicate exempt categories: Remind users that system-related emails (e.g., receipts, password resets, new account creation) are strictly exempt from the unsubscribe functionalityfunctionality. Critical communications such as payment receipts, password resets, and new account creation confirmations cannot be disabled by users.the user to ensure basic account security and operational integrity.

• Understand global overrides: If your organization disables the unsubscribe functionality is turned offglobally after users have already unsubscribed, their individual subscription settings will be ignoredignored., and theyThey will receivedefault back to receiving all non-essential emails again.again, regardless of their past opt-out choices.