Unsubscribe based on workflow actionSOLVE
Feb 23, 2017 11:45 AM
Thank you for your question. By design, the tool does not allow you to opt out contacts in bulk. The idea behind this is that unsubscribing contacts should be a deliberate action because it cannot be reversed (unless done by the contact). That being said, you could try using the following workaround:
- Create a workflow that you would like to opt contacts out of email based on the relevant actions. Instead of opting them out in the workflow however, simply add them to a static list of "email opt-outs".
- The second part will have to be done manually, but every so often (weekly, monthly, daily - whatever works for you). You could export the resulting static list and re-import it as an "opt-out list", which will mass-opt out the contacts in the list (instructions for this here: http://knowledge.hubspot.com/getting-started-with-hubspot/how-to-import-an-opt-out-list-to-your-acco...). Please do keep in mind that once opted out in this way, your contacts will have to intentionally/manually opt back in before you will be able to send them any email communications in the future. To facilitate this you may want to look into setting up "resubscription emails" for forms, so that if an opted-out contact fills out another of your forms online after unsubscribing, that contact will then be able to receive a follow-up email from which he/she can resubscribe to emails from your portal. You can read about how to set this up here: http://help.hubspot.com/articles/KCS_Article/Email/How-do-I-enable-resubscription-emails-for-forms.
I hope this helps!