Communication Preferences

Configuring email in Rock involves more than just sending messages; it's about about balancing access to your people's inbox while maintaining a positive sender reputation. Why? Because when your emails are unsubscribed from, it can harm your reputation and impact whether your messages reach their intended recipients.

Consider this: even if someone signed up for your emails, they might still report them as spam if they can't easily find the unsubscribe option. Or worse, they might start to unsubscribe but then resort to marking your emails as spam if the process isn't straightforward. That's why it's crucial to make unsubscribing as effortless as possible.

This is especially true for Gmail accounts. Gmail specifies that everyone must “make it easy for recipients to unsubscribe” and “if you send more than 5,000 messages per day, your marketing and subscribed messages must support one-click unsubscribe.” Gmail also indicates that if your unsubscribe method involves sending an email, the request to unsubscribe must be processed within two days. Why all the focus on Gmail? Well, with over 1.5 billion active accounts, it’s probably used by many in your target audience, so we want to ensure we're sticking to their guidelines.

Tip

Learn More
To read more about Gmail’s spam requirements, with links to additional resources, check out our blog post on the topic.  

We also look to Gmail's rules because they will help cover you from a legal perspective. Gmail policies are more stringent than the US CAN-SPAM Act, which also has requirements related to unsubscribing. Adherence to the CAN-SPAM Act is crucial. Otherwise you expose your organization to potential legal action and hefty fines from the FTC.

Now, let's talk about how Rock can help you comply with these requirements. We've designed features to streamline the unsubscribing process. For more details on these settings, see the Communication Mediums section above.

Email Unsubscribe Settings

  1. Bulk Email Threshold - Automatically categorizes emails as bulk if the recipient list exceeds this threshold, ensuring unsubscribe links. This hides the bulk option for new communications.
  2. Request Unsubscribe Email - Generates an email for unsubscribing, which must be processed within two days. If Enable One-Click Unsubscribe is set to “Yes” (which we recommend) this email address should never be used.
  3. Enable One-Click Unsubscribe - Our recommended default setting of “Yes” is in line with Gmail's requirements.
  4. Unsubscribe URL - Provides an alternative to one-click unsubscribing, directing recipients to a specified URL.

Tip

Not Gmail-Compliant
If Enable One-Click Unsubscribe is set to "No" and if the Unsubscribe URL is blank, nothing will be added to the header of the email.

With the above configuration in place, your emails will have an “Unsubscribe” option as pictured below.

  1. Header Unsubscribe - Supports one-click unsubscribe functionality, though it’s not universally supported by all email clients.
  2. Unsubscribe Link - Directs recipients to the Rock Unsubscribe page on the external site. Some clients support one-click unsubscribe functionality, though it’s not universally supported by all email clients.

Set Subscription Preferences

The Email Preferences page is the single place to go to manage Communication Preferences and List Subscriptions.

When someone clicks an unsubscribe link, they’re taken to this page, which uses the Communication Preference block. This block lets recipients choose cherry pick which communications they want to receive and which to stop.

It can operate in two modes:

  • Communication Preferences Mode - A page where people can navigate to update their email preferences.
  • Unsubscribe Mode - Accessed through an email link when someone chooses to unsubscribe.

Communication Preferences Mode

  1. Email Address - Shows current Email Address. You can enter a new address then select Update Email Address.
  2. Global Opt-Out Options -
    1. All Email - Receive all emails, including personal emails and mass emails.
    2. Personal Email - When clicked, this person is removed from all Communication Lists or Campaigns, but may receive individual emails. This will mark the person's “Email Preference” to “No Mass Emails” on their profile.
    3. No Email - No emails will be sent to this email.
  3. Current Communication Channels - Lists a person’s currently subscribed Communication Lists, and any Communication Flows they have been added to. Communication Lists show their Medium Preference if enabled. Select Unsubscribe to leave a list.
  4. Message Count - Shows how many messages were sent for each Communication Flow or List. You can configure the time window in the settings.
  5. Available Communication Channels - Subscribe to opt in.Communication Lists a person can join. People can select Subscribe to join a new list.

All changes to Email Preferences are logged in the Person History section of the Person Profile.

For more control over what actions can be taken from the Email Preference block, head to the block settings.

Basic Settings Tab

  1. Communication Configuration Options - Select which actions the page offers:
    1. Update Email Address - Recipients can change their profile's email address.
    2. Manage Channel Subscriptions - Offer recipients an opportunity to opt out or into different channels.
    3. Remove Involvement (Unsubscribe Mode only) - Recipients can remove themselves from all communications and deactivate their account.
  2. Show Header Icon - Show a default icon beside the header title.
  3. Exclude Communication Flows - Hide flows from the Current and Available sections.
  4. Filter Communication Lists by Campus Context - Filter lists by the page’s campus context. Lists with no campus always show.
  5. Always Include Subscribed Communication Lists - When campus filtering is on, still show lists the person already receives. Category filters still apply.
  6. Message Count Window (In Days) - Set lookback days for message counts shown under Channel names (e.g., "1 Message Last 30 Days"). Set to 0 to disable.
  7. Manage My Account Page - Choose the page opened by the Manage My Account button. The button shows if the person is deactivated or in Unsubscribe Mode. Leave the page blank to hide the button.
  8. Unsubscribe from Communication List Workflow - Launch a workflow when someone unsubscribes from one or more lists. Rock passes the person as Entity and comma-delimited IDs in CommunicationListIds when present.
  9. Available Communication Channels - Choose what to show in the Available section: Show Only Previously Subscribed Channels or Show All Channels Available.
  10. Communication List Categories - Limit lists by category for Communication Preference Mode. If none, show all lists the person is authorized to view. Category permissions override list permissions.
  11. Communication Flow Categories - Limit flows shown in Current Communication Channels for Communication Preference Mode. If none, show all flows the person is in.
  12. Show Medium Preference On Current Channels - Show and allow changes to the person’s preferred medium per list, like SMS or Email.
  13. Communication List Categories - Limit lists shown in Unsubscribe Mode. If none, show all lists the person is authorized to view. Category permissions override list permissions.
  14. Communication Flow Categories - Limit flows shown in Unsubscribe Mode. If none, show all flows.
  15. Allow Deactivating Family - When selecting Deactivate on Remove Me From All Church Involvement, show option to deactivate the whole family when allowed. Hidden if the person is in multiple families or not an adult.
  16. Inactive Reasons to Exclude - Choose Inactive Reasons to hide when someone removes involvement using Deactivate. Examples: No Longer Attending, No Activity, Moved, Deceased, Does not attend with family.

You can also change the text in each section of the Communication Preferences block using the Customize Text tab. This helps you match your brand voice, personalize the experience, or explain what action was taken. Lava is supported for all text fields.

If you leave any text box blank, that text will not appear in the Communication Preferences block.

Next, let’s look at the other side of this block.

Unsubscribe Mode

If the Email Preferences block is accessed from an unsubscribe link, it will look a little different.

  1. Remove Me From All Church Involvement - Takes the person to a confirmation screen where they choose whether to deactivate just themselves or their entire family, and provide a reason for leaving. This Deactivation action removes the person from all communications and sets their record to Inactive. You can disable family deactivation in the block settings and/or change the Reasons listed.
  2. Manage My Account - Displays the Manage My Account button automatically when in Unsubscribe mode. Clicking it navigates to the page configured under the Manage My Account Page block setting. If no page is set, the button won’t appear.

Unsubscribe Mode is typically reached from an Unsubscribe link in an email. It includes a header showing which list or flow the user unsubscribed from.

There are different levels of unsubscription. For example, if someone unsubscribes from a personal email, their Email Preference changes from All Email to Personal Email. If it’s already set to Personal Email, unsubscribing changes it to No Email. This approach respects each person’s choice while taking the smallest unsubscribe step possible.

There’s always a balance between organizations sending important updates and recipients wanting fewer irrelevant messages. The unsubscribe process helps reduce unwanted emails while avoiding a full disconnect between your organization and its people.

Most recipients secretly still want those key updates even after unsubscribing, but prefer control over what they receive. Giving them the option to resubscribe or unsubscribe from specific lists creates a better experience and keeps your communication relevant.

The Available Communication Channels section appears when someone unsubscribes from at least one channel. It lets them resubscribe or view other available channels they’re not currently subscribed to.

The following page displays when Deactivate is selected as an Opt-Out Option in Unsubscribe mode.

Unsubscribe Deactivation Page