Subscription Management

JCurve provides you with the tools you need to manage the email preferences of those you do business with.

Each email message you send through email campaigns or through email merge operations contains a message in the footer with a link and instructions for unsubscribing.

Email recipients can have one of four subscription statuses:

Confirmed Opt-In – When an email recipient has subscribed to your marketing campaigns, they are assigned this subscription status. Only a lead or customer can set their subscription status to Confirmed Opt-In. Getting recipients to opt in results in better delivery rates and faster delivery as these messages are less likely to be labelled as spam by ISPs.

Soft Opt-In – Recipients with this status can receive opt-in messages that enable them to confirm whether or not they want to receive your email campaigns as well as email marketing campaigns. You can set a recipient’s status to Soft Opt-In manually or through a mass update.

Soft Opt-Out – Recipients with this status cannot receive campaign email messages but can receive opt-in messages. You can change this subscription status to Soft Opt-In manually or through a mass update. If you set a recipient’s status to Soft Opt-Out, the recipient is unsubscribed to all subscription catetgories.

Confirmed Opt-Out – Only the recipient can set their subscription status to Confirmed Opt-Out. Recipients with this status cannot receive email campaigns or opt-in messages. Recipients with this status can only opt in again through the Customer Center or by clicking the link in a campaign message they have received prior to opting out.

StatusReceive campaigns?Receive opt-in message?Set by
Confirmed Opt-In yes yes recipient only
Soft Opt-In yes yes manual or mass update
Soft Opt-Out no yes manual or mass update
Confirmed Opt-Out no no recipient only

You can set new records to one of the soft statuses when you create them manually or through a CSV import. You cannot set confirmed statuses on the record or through an import.

Subscription status is tracked in the Global Subscription Status field on each record.

You can set the default global subscription status at Setup > Sales & Marketing Automation > Marketing Preferences.

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