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Customer experience | Sales, Customer Insights,...
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Opt Out Button Missing

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Posted on by 10

Hi,

I've recently started using Dynamics 365. I'm going to be rolling out some emails automatically, and I want to make sure I include the opt-out preferences. I've looked for several guides online as to how to achieve this, but they all state they are able to click an opt-out option that I'm simply not seeing. I'm even able to make an opt-out email template, just not able to include the opt-out option.

Does anyone know how I would mannage to have that button appear? This is what mine looks like

pastedimage1625754466868v1.png

while the screenshots people have include a button like this:

pastedimage1625754603468v2.png

How would I make this appear? Could I be using the wrong verison of dynamics?

Thanks!

I have the same question (0)
  • Kei Aoyagi Profile Picture
    on at
    RE: Opt Out Button Missing

    Hi,

    By default, the functionality behind “unsubscribe” is OFF in Microsoft Dynamics 365. You can turn it on by navigating to Settings -> Administration -> System Settings -> Marketing Tab.

  • twilli Profile Picture
    10 on at
    RE: Opt Out Button Missing

    Hi,

    Do you know which setting is supposed to be different? This is what mine looks like now, feels like I already have it set up so that it should appear, yet it isn't. Any other place where this could be originating?

    pastedimage1626801337237v2.png

    Thanks in advanced!

  • Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at
    RE: Opt Out Button Missing

    Hello,

    Please check this:  docs.microsoft.com/.../system-settings-dialog-box-marketing-tab

    pastedimage1626802449731v1.png

  • twilli Profile Picture
    10 on at
    RE: Opt Out Button Missing

    Hi,

    I don't think I follow. The documentation you provided seems to explain that the settings in the marketing tab is related to what happens when the recipient unsubscribes. However I'm not being able to actually send them an unsubscribe link in the first place.

    What setting needs to be modified in order to be able to actually see/use the unsubscribe/opt-out button in the first place?

    Thank you for your help with this!

  • Xavier1962 Profile Picture
    5 on at
    RE: Opt Out Button Missing

    Hi twilli,

    I have exactly the same problem like you. I am trying to set up an email template with Unsuscribe  but I am not able to see this "Unsuscribe button" in the form.

    pastedimage1637661360378v1.png

    Also I have reviewed all the System Parameters in Marketing Tab, and the "Unsuscribe button" remains hidden

    pastedimage1637661508308v2.png

    Did you twilli or someone else found the way to show it?

    Thanks in advanced

  • twilli Profile Picture
    10 on at
    RE: Opt Out Button Missing

    Hi Xavier,

    Unfortunately I was not able to find the solution, and google's search results include mostly paid dynamics plugins/alternative interfaces, instead of explaining the actual dynamics functionality.

    I ended up dropping the matter entirely, however if I had to follow through with this, I would have probably made my own unsubscribe process. The dynamics functionality is to help, but it's not a requirement. You could create your own 'Unsubscribe' button by including a disclaimer at the bottom of your email with a hyperlink (redirect link) to the creation of an email.

    For example, if you hyperlink the address <mailto:test@example.com?subject=Testing out mailto!&body=This is only a test!> to the words "Unsubscribe here", the person that clicks the link will automatically 'compose' an email like the one in the image below.

    pastedimage1637860687575v1.png

    Then, you would have to set up your dynamics environment to pick up any email with the subject "Testing out mail" (or whatever you choose as a subject/body/email) and flag those people so you remove them from the subscription list. I believe dynamics offers ways to automate this, but I didn't test it out to be able to advise you any further.

    Hope this helps! 

    Tomas

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