How to configure category-level unsub process using Drag-&-drop Email Composer and Landing Page Composer
We support a maximum of 30 category-level opt-out lists.
For every tenant, the 'email channel-level opt-out list' is already created by the system when the ‘Email channel’ is enabled for the tenant. However, for category-level opt-out processing, you will need to follow the following steps:
- Navigate to Tenant Management >> Opt-out Management and create a category-level opt-out list.
For example, if you are a bank, then you may want to create opt-out categories such as ‘Loans’, 'Credit_Cards', 'Mortgages' etc. - Create a landing page using the ‘Drag-and-drop landing page composer’ for the category-level opt-out process step1. For example, for the 'Loans' opt-out category, you may want to name your landing page as
Unsub_Confirm_Question_LP_Category_Loans. This is the landing page where you may want to ask the customer: "Do you really want to unsubscribe from 'Loans' related email communication? ".
On this page, there will need to be a button for the customer to confirm that they indeed so want to opt out of emails related to "Loans" category. In our example scenario, the label on the button could be something like "Yes unsubscribe me from email about Loans".
This link for 'Submit button' will need to be configured to initiate the call to Webex Campaign's "Add to Opt-out List API" using the following format:
https://tenantname.webexcampaign.xyz/externalaccessweb/EmailUnsubscribe?operation=unsubscribe&tid=$(ref_trans_id)&unsub_type=0&store=<TENANTNAME_CATEGORY-SPECIFIC-OPT-OUT-LIST-NAME>
where you'll need to replace xyz, TENANTNAME, and CATEGORY-SPECIFIC-OPT-OUT-LIST-NAME.Please make sure you include an "underscore" special character separating the value of "tenanename" and the value of "category-specific-opt-out-list".
Valid values for xyz are as follows depending on the region where your tenant is hosted.- xyz = io in AWS-Ireland
- xyz = uk in AWS-UK
- xyz = ca in AWS-Canada
- xyz = us/com in AWS-USA
- Create a landing page using the ‘Drag-and-drop landing page composer’ to convey to the customer that their email was successfully added to the category-specific opt-out list.
At present, it is not possible to create a different landing page for each category. The wording within the 'successful unsub' landing page will need to be generic enough such that it makes sense irrespective of whether the customer is unsubscribing at an email-channel level or a specific category level.
For example, you may name your landing page as
'Unsub_Successful_LP_for_either_Channel_or_Category'. The typical wording on this landing page will be something like "Unsubscribe successful. You can re-subscribe by going to our website again". - Create a landing page using the ‘Drag-and-drop landing page composer’ to convey to the customer that their email could NOT be added to the category-specific opt-out list due to some system error.
At present, it is not possible to create a different landing page for each category. The wording within the 'unsub errored' landing page will need to be generic enough such that it makes sense irrespective of whether the customer was trying to unsubscribe at an email-channel level or a specific category level.
For example, you may name you landing page as
'Unsub_Errored_LP_for_either_Channel_or_Category'. The typical wording on this landing page will be something like "Unsubscribe error. There was a system error processing your unsubscribe request. Please try again by clicking on the unsubscribe link within the email that you previously received from us." - Contact the Webex CPaaS Tech Support team and request them to assign the 3 unsubscribe-related custom landing pages for your tenant (instead of the system's default unsubscribe landing pages). These are the landing pages you created in the above steps 2, 3, and 4.
- Create an email template using Email Composer. Near the bottom of the email, you will need to add a link, which when clicked by the customer, will redirect them from the email to the landing page you designed in step 2 above. For example, this link description could be: "Please click on this link to unsubscribe from emails related to the 'Loans' category."
You will need to configure the URL for the link by copying the 'Long URL' for the landing page you configured in step 2. You can copy the 'Long URL' to your clipboard by simply clicking on it.
Updated 2 months ago