Opt-out Settings
Comprehensive Opt out management
Last updated
Comprehensive Opt out management
Last updated
Opt-Out refers to the action of unsubscribing or withdrawing from a marketing or promotional campaign, service, or mailing list. The opt-out option gives individuals the ability to remove themselves from receiving future communications. This allows individuals to control the amount and type of marketing and promotional messages they receive from your business
Opt-out mechanisms can include options such as clicking an unsubscribe link in an email or replying with a specific code to a WhatsApp message. The goal of opt-out mechanisms is to allow individuals to have control over their data and the marketing messages they receive and to ensure that companies respect individual preferences.
We provide a fully managed opt-out solution that allows companies to manage the opt-out preferences of their customers across multiple channels. This feature includes tools to track opt-out requests, store opt-out data, and automate the process of honoring opt-out requests to ensure compliance with privacy regulations. By providing this capability, Picky Assist helps companies manage their communication with customers in a way that is both efficient and respectful of their privacy preferences.
A contact can opt-out from each channel you configure in your Picky Assist account, also it's not necessary that the mobile number or email should be a contact in Picky Assist CRM to work.
Login into your Picky Assist Account then -> Left side Navigation menu More menu -> Settings -> Social CRM Settings -> Opt Out
You will see the screen something as shown below;
Overview of the opt-out list page
By default you will have an opt-out which is created by the system and that can't be deleted however you can create custom Opt-out lists with ease - Simply click the "Create New Opt List" button and a new popup window will load as shown below;
Field | Description | Require |
Opt-out list name | Name Your Opt-Out list anything you want Up to 50 Characters in Length. | Mandatory |
Opt-out description | Give a reference to your opt out list to identify it later Up to 300 Characters allowed | Optional |
Opt-out keyword | Create your own keywords for adding contacts to the Opt-Out list, whenever we receive this keyword from your users we will automatically opt out from the list Up to 50 Characters in Length | Mandatory |
Opt-out message | You can display/send an opt out message when the user is successfully opt-out from your list Draft your message with Up to 300 characters in length | Mandatory |
Webhook URL | If you wish to get the opt-out feeds to your software or platform then configure a valid Webhook URL here and we will post the details in the below JSON format whenever a contact is opt-out from this list { "opt_list_name":"Stop Automation Test", "mobile":1962580010, "email":"mainterrupt@gmail.com", "channel_id":101 } | Optional |
If you wish to delete any opt-out list which is created apart from the default list then you can simply click on the 3 dotted menus and click on "Delete List" as shown below;
You can add or remove contact i.e email or phone number in the following ways
You can select the opt-list and a page will open as shown below where you will able to see all the contacts present in that specific list
To add a number or email against a channel please click on the "Add to opt-out list" button as shown above and a popup window will open as shown below
Field | Description | Require |
Number | You can input with a valid mobile number | Mandatory if email is empty |
You can input with a valid email id | Mandatory if mobile is empty | |
Channel | Select from the Drop-Down Menu to View All Active Channels Used on the Picky Assist Platform. | Mandatory |
You can remove a contact from an opt-list manually by clicking the delete button against each contact or can select multiple contacts to delete in bulk as shown below;
You can add or remove a contact from the opt-out list right from the Picky Assist Teambox in just a few clicks as shown below;
You can add or remove a contact from one or many opt-out lists from the contacts menu which is integrated into the right-side global menu as shown below;
Click on the Op-out List and add the email or phone number then click on "Add to Opt-Out List" as shown below
You will able to see all the list to which the contact is added as shown below;
To remove any contacts from the list, hover the mouse over the contact, and a trash icon will appear, click on it, and a confirmation dialog will be shown, select yes to confirm the deletion as shown below;
Google Chrome on Windows: Alt + C, Google Chrome on Mac: Ctrl + Option + C
Mozilla Firefox on Windows: Shift + Alt + C, Mozilla Firefox on Mac: Ctrl + C
Microsoft Edge: Alt + C, Safari on Mac: Ctrl + Option + C
You can automatically add or remove a number or email using the Connector actions, this is helpful if you have another system to manage the opt-out and want to sync the data into the Picky Assist platform so that the users will not get any messages through our platform.
From the action you can search for "Opt out" and able to see 2 options as shown below;
After selecting any of the options you will see something as shown below, where you can configure the settings, click on the </> attribute to show all the data attributes to select email or phone number dynamically.
If you wish to automatically add or remove a contact whenever a user sends a specific keyword apart from your opt-out keyword then you can set up actions in the Smart replies against each question.
In the action you can see 2 options as below ;
You can select one or many lists to opt-out or remove from the opt-out list
Removing a number from one or many lists as shown below;
Whenever you are sending messages or emails you must select one or many opt-out lists to restrict sending the message or email to the contacts who are already in the selected lists
In Broadcaster, we have the option to select opt-out lists. Then while sending the message the numbers in the opt-out list will be removed from the sender's list. And in the report, the error message will be displayed against those numbers as ‘Optout Number’.
You will able to track the messages which are not delivered because of the opt-out list as shown below;
While creating a new sequence campaign or if you have campaigns existing then click on the "Edit" icon as shown below
This will open the sequence settings and select the opt-out list as shown below;
When you are using Connector to send a message or email you have the option to select one or many opt-out lists so the messages will not get delivered if the contact is in the selected list.
