Outbound Wiki

Opt-out processing workflows

Routing, interpreting, and recording opt-out requests received through links, replies, calls, or messages.

An opt-out reply needs a defined path: receive it, decide whether it clearly asks to stop, apply suppression, and keep the record. The reply inbox is part of the opt-out mechanism, so it needs one route that can act and another for unclear messages. A reply such as "do not text me again" can revoke permission even if an automated keyword parser misses it. Route unrecognized replies for prompt review, suppress the number when intent is clear, and retain the request and processing timestamp.1

Set up the reply channel

Before a reply arrives, decide where it goes and who can apply the change. Most legitimate bulk mail should offer several ways to accept unsubscription requests.2 In most jurisdictions, the sender is legally required to offer a functional, easy-to-use unsubscription channel.3

Keep replies open and route them to a customer support team. Empower customer support staff to remove recipients from the list.4 Set this routing before sending. Define the action that follows a clear request, and give the person receiving the reply a direct path to suppression instead of forwarding it through several queues.

Triage the reply

Read each reply for intent before labeling or forwarding it. Use the recipient's wording to choose between suppression and review: suppress a clear request, and route unclear wording for review until someone can interpret it.

Keep the opt-out decision separate from any request for a reason. A person does not need to explain the request before suppression proceeds.

Apply suppression across future sends

Once intent is clear, apply suppression at the level that controls future marketing sends. A reply has been handled only when the resulting suppression covers the lists that could send the message.

For an online-store email unsubscribe, block covered marketing email across the store's lists, then assess advertising use under the separate request and policy.5

The system or process must update end-user preferences so that within 48 hours an unsubscribed end user no longer receives unwanted emails.6 Keep the opt-out mechanism able to process requests for at least 30 days after the message is sent.7

Record the decision and close the loop

If you ask why someone unsubscribed, do it after the person has unsubscribed.8 Make feedback optional and downstream of suppression. The answer can inform later changes without delaying the requested action.

What not to do

  • Do not use a workflow in which the recipient replies and the person handling replies removes them from the list. It is a problematic way to handle unsubscription requests.9
  • Do not send mail from an address that cannot accept replies, or let replies bounce, receive an automatic answer, or disappear without handling.10
  • Recipients can stop mail by unsubscribing or marking it as spam.11 Make the unsubscribe path as easy as possible so they can take that route instead of marking messages as spam.12

Test clear wording and replies the parser does not recognize, then verify that the resulting record governs later sends.

Sources

  1. 1
    “A reply such as "do not text me again" can revoke permission even if an automated keyword parser misses it. Route unrecognized replies for prompt review, suppress the number when the intent is clear, and retain the request and processing timestamp.”
  2. 2
    “There are a few different ways to accept unsubscription requests, and most legitimate bulk mail should offer several of them.”
  3. 3
    “Also in most jurisdictions you’re legally required to offer a functional, easy to use unsubscription channel.”
  4. 4
    “It’s better if those replies go to a customer support team, and when they do you want to empower the customer support staff to remove recipients from the list.”
  5. 5
    “An online store receives an email unsubscribe Block covered marketing email across its lists; assess ad use under the separate request and policy”
  6. 6
    “Your system or process must, when activated by the unsubscribe action, update that end-user’s preferences accordingly so that within 48 hours, any end-user who unsubscribes will no longer receive unwanted emails.”
  7. 7
    “Any opt-out mechanism you offer must be able to process opt-out requests for at least 30 days after you send your message.”
  8. 8
    “Learn about your audience and their needs. You can ask users why they are unsubscribing, but make sure the question comes after they have unsubscribed”
  9. 9
    “The recipient replies to the email, the person handling replies removes them from the list. This is a problematic way of handling unsubscription requests.”
  10. 10
    “On the one hand, sending mail that recipients can’t reply to, or where replies are bounced, responded to automatically or silently discarded is fairly recipient-hostile.”
  11. 11
    “They can stop the mail either by unsubscribing from it, or by marking it as spam.”
  12. 12
    “We’d far rather they do the first so we should make it as easy as possible for them to unsubscribe.”