This can be a pretty complicated and time consuming process. But, ensuring that you are compliant with "opt out" rules in your region can save you time and money in the long run. There are some pretty hefty fines when it comes to these new "Opt out" rules, so it's important you know your areas compliance rules/laws and ensure you're staying within those guidelines.
In a few steps, here's how you can create a custom value to opt out of emails in your signature field, as well as automate the process.
For a less complicated process, you can also refer to this help article on DND: http://help.pushpress.com/en/articles/6202519-grow-dnd-aka-do-not-disturb
2. Click on Sites
3. Click on Forms
4. Click on Create New Form
5. Drag over the email element
6. Drag button element
7. Click on the button element
8. Make the button full width
9. Name the button, we suggest something like "Unsubscribe"
10. Click on Integrate Form
11. Click on Link
12. Copy this link code to a blank notepad for now... we will use this later
13. After saving the form, go to Automation
14. Click on Create workflow
15. Click on Start from scratch to create a blank workflow
16. Click on Create new workflow
17. Click on Add New Workflow Trigger
18. Click on drop down menu to search for the workflow trigger
19. Click on Form submitted - Runs when a form is submitted
20. Click on Add filters
21. Click on Select
22. Click on Form is
23. Click on Select
24. Locate the name of the form you created in the earlier steps
25. Click on Save Trigger
26. Click on Add your first Action
27. Click on Set Contact DND from the list of options
28. Click on Select
29. Click on Enable contact DND
30. Click on Save Action
31. Create a step 2 action
32. From the list of items, select Remove From All Workflows and make sure the toggle is also on to remove from current
33. Click on Save Action
34. Next we need to create a trigger link. Go to email marketing
35. Click on Trigger Links
36. Click on Add Link
37. Name the trigger link. We suggest "Global Opt out"
38. Click on redirect URL
39. paste in the link from the form
40. At the end of the code, add in the following: ?email={{contact.email}}
41. When completed creating the trigger link, this is what the code should look like
42. Now we need to grab the code from the trigger link... Go back to your workflow you created for the opt out campaign. Click on automations
43. Find your workflow you created from the earlier steps and create a new step
44. Click on Send Email
45. from within the email, Click on Trigger Links
46. Click on Global Opt Out - Or whatever name you named your newly created trigger link
47. You'll need to copy this code to a notepad or sheet, we will be using it later. NOTE your code may looks slightly different than ours
After you grab this code, delete the email step... we wont be needing, or sending an email in this workflow. This is just so we can grab the code.
48. Exit out of this workflow
49. Go to the settings page
50. Click on Custom Values
51. Click on Add Custom Value
52. Name your custom value to something like "Global Opt out"
53. In the Value section, we need to paste some HTML code. NOTE that the bold area for "Trigger link" you will paste the code you saved from trigger link step
<br><br><br><br><br><br><br><br><br><br>
<span style="font-size:12px">
If you don't want to get my amazing emails, you can <a href="[TRIGGER LINK]">unsubscribe here.</a>
</span>
54. Paste the trigger link in code between the [TRIGGER LINK] area
55. Click on Save
56. Your newly created custom value code should look like this
57. Click on Go Back
58. Click on Automation
59. Go to your workflows
60. Enter a workflow you want to add your opt out to
61. Go to the emails in the workflows
62. In the email, go to custom values
63. Click on Custom Values
64. find your newly created "Global Opt out" custom value and add it to the bottom of your emails
65. In this case, we put it below the signature line
Now, by adding this custom value into your emails, it will create a link to your form, where the code we created in the earlier steps will auto populate the email fields and they can opt out. Once they hit "unsubscribe" they will be set to DND and removed from all workflows