Custom Unsubscribe Links

Note: this is article is for advanced users. If you are just getting started with ConvertKit don't bother with this right now. Get everything else setup first.

You're required by anti-spam laws to have an unsubscribe link in the footer of every email. That link, when clicked, will unsubscribe them from your entire account. That's normal and expected. But what if that person wants to opt-out of a particular sequence, but not unsubscribe from everything?

That's what this article will walk you through setting up.

Link click triggers

The way to do this is with link click triggers. When someone clicks a link it will trigger an automation rule that can take an action. That could be to add a tag, add them to another sequence, or as we'll use in this case, unsubscribe them from a sequence.

1. Create a new rule

You need a rule with a link click trigger (point the URL to a page on your site that says "great, you're opted out of the sequence." Then the action should be to unsubscribe them from the desired sequence. You may also want to add a tag here that specifies they have opted out, so the subscribers are easy to find later and follow up with, unsubscribe fully, or exclude from other emails.

Screen Shot 2015-11-09 at 4.01.52 PM

2. Add the link to your email

Now go to an email and click the link icon to add a new link. Then select your trigger from the drop down menu.

Screen Shot 2015-11-09 at 4.14.10 PM

With that you now have a link that when clicked will unsubscribe them from just that sequence.

3. Adding it to your template

Now that put it in just a single email. But let's say you want to add it to every email you send out from your account (or a template that you use for that sequence). To do that go to Account > Email Template.

a. Create a new template

Then create a new template and copy and paste in the source from the Plain Text template to use as a starting point.

b. Get the link trigger code

Now go back to your sequence email where you added the link trigger and switch over to the code view. There you will see the HTML that is used to generate that link trigger. Screen Shot 2015-11-09 at 4.16.42 PM

That trigger-id="4590" part is important. So in this example you would copy this:

<a href="" trigger-id="4590">Opt-out of this sequence</a>

You'll need to make sure the link URL and the trigger ID match what you have setup for your account.

c. Paste that into your new template

Add that to your new template down near the unsubscribe link. So now you have one link that unsubscribes from everything and another that just opts them out of that sequence.

Screen Shot 2015-11-09 at 4.20.53 PM

d. Customize your main unsubscribe link

Now it may be confusing to have the two links next to each other without explanation. So you can update the text on your main unsubscribe link.

To do that instead of using the {{ unsubscribe_link }} shortcode you want to swap it out for a standard <a> tag with the {{ unsubscribe_url }} shortcode (note link vs url in those). That new shortcode needs to sit inside the HREF of an <a> tag.

So the final version could look like this:

Screen Shot 2015-11-09 at 4.23.53 PM

Want to change the color of your unsubscribe link? That takes 2 steps.

1)   a.unsubscribe-link { color: red; } 

Then you'll target that command specifically in the footer with this...

2)  If you no longer wish to receive email, <a href="{{ unsubscribe_url }}" class="unsubscribe-link">click here.</a>

But, again, change that color to match your own.

e. Use your new template

Then you need to make sure that your new template is in use. You can then use it for all emails in your account by setting it as the default email template, or you can go into your sequence settings and make it the template for just that sequence. The second option probably makes more sense in this case.

Additional options

Just like you used this trigger to unsubscribe from a sequence, you could use it to add a tag. Then you could use that to exclude subscribers from a sequence (in the sequence settings). This is actually my preferred method since it is more flexible than an unsubscribe.

But whatever method you choose, adding the link click trigger works the same.

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