Using a custom Installed Package, you can make email automations more FCC compliant by adding an Unsubscribe link within the Email Template. There are six (6) general steps to complete this customization. This is charged as an Advanced Service for $500 if our team configures this functionality.
- Install the Package
- Create the Site
- Configure Public Access Settings
- Update Flow Access
- Update Metadata
- Update Fields and Page Layouts
Step 1: Install Package
Replace your company's domain within this URL
https://{Your Domain} /?startURL=/packaging/installPackage.apexp?p0=04t4W000002kcU0QAI&newUI=1&src=u
Install for all Users. Click done to return to Improveit360.
Full Installation Instructions and additional content:
Step 2: Create a Site
If you do not already have a site domain, click Register My Salesforce Site Domain
A warning will pop up letting you know this cannot be modified, click ok. Copy your domain name for later.
Under Sites on the bottom of the Sites Setup screen, select New.
Fill in (Copy values)
- Site Label: Unsubscribe Link
- Site Description: Used to Unsubscribe from emails
- Site Contact – Will default to your user, can update if required.
- Default Record Owner - Will default to your user, can update if required.
- Default Web Address, add Unsubscribe in field. It must be capitalized.
- Active = True
- Active Site Homepage = Select search, copy jrsl_ul_Unsubscribe_Link into the lookup page and select Go. Click on the displayed option.
Final Site settings:
Click Save
Step 3: Configure Public Access Settings
From the reloaded page, select Public Access Settings
Click on Assigned Users or View Users
Select the Full Name
Select Edit Assignments under Permission Set Assignments
Select Unsubscribe Link from the Available Permission Sets and click Add to enable.
Click Save.
Return to the Sites Page, copy your Salesforce Site Domain Name
Step 4: Update Flow Access
Navigate to Flows from Setup, find the three Unsubscribe Link Flows
For Each Flow, Select Edit Access from the right carrot
Select override default behavior check box. Add System Administrator and i360 Admin profiles to Enabled list. Save.
Return to the place you modified Site Guest User Public Access settings.
Sites > site label: Unsubscribe Link > Public Access Settings > scroll down for Enable Flow Access
Add the three flows into the Enabled Flows list and Save.
Step 5: Modify Custom Metadata Types
From Setup, search Custom Metadata and Select Custom Metadata Types under Custom Code.
Select Manage Record under Action for Unsubscribe Link.
Select Unsubscribe Link, Edit
- Add your copied Site Domain into the Site Domain field.
- Our organization = Your Company Name
- Error Email Recipietns, add any email address, separated by commas for anyone who should receive the error.
- Optional – Change Send Confirmation Email to No. – If you want to send an email confirmation, you must go into the flow Unsubscribe Link, and edit the action Confirmation Email and update the Sender address and the Sender Type.
-
Do Do not change the options on the right. Save.
Step 6: Update Fields and Page Layouts
Confirm the field Email Opt Out is on your Contact Page for the Contact Object, check field visibility, it is restricted by default.
Add Unsubscribe List to the Related Lists, edit the fields as desired.
Test setup:
Create a contact with your email address, ensure Email Opt Out field = False.
Send an email and add the merge field Unsubscribe Link from the Contact.
Upon receipt, click the unsubscribe link.
This link should direct you to this page:
Click Next
Review the Contact page:
Email Opt Out = True, and you should see the unsubscribed record on the related list.
If someone attempts to send an email to an unsubscribed contact, a pop up will be displayed with a warning that this customer does not want commercial emails. This can be overridden for direct contact messages.
The merge field can be added to lightning email templates. In Classic email templates, the HTML Code must be edited. Sample email templates are listed and show where to make this edit so it can be customized for additional templates.
**emails that use special characters will not work with this formatting; you would need to use visual force page templates to account for this. The linked instructions have more details on this: https://docs.google.com/document/d/1saNpdkeTU17BbPGw5jTZpjUDt_bJ8HbexAULHxrj-xI/edit?tab=t.0
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