Set Subscription Preferences

Communication Preferences

When someone is taken to the Unsubscribe page on the external site, they’ll see the Unsubscribe page, pictured below. Upon arriving at the page, they can proceed to set their email preference.

There are two different modes.

  • Communication Preferences Mode - Often a static page on your site, allowing communication recipients to change their preferences.
  • Unsubscribe Mode - Navigated to using a link, generally from an email.

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 lists. Shows their Medium Preference if enabled. Select Unsubscribe to leave a list.
  4. Available Communication Channels - Communication Lists a person can join. People can select Subscribe to join a new list.

If the person didn’t unsubscribe from a communication list, their Person Profile email settings in Rock will be updated to “No Mass Emails.” If it’s already set to “No Mass Emails” then it will be updated to “Do Not Email.”

Changes to a person’s Email Preferences are logged in the Person History area under the History tab in the Person Profile.

To have more control over Communication Preferences, configure the block settings.

Basic Settings Tab

  1. Communication Configuration Options - Select which actions the page offers:
    1. Update Email Address
    2. Manage Channel Subscriptions
    3. Remove Involvement (Unsubscribe Mode only).
  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. Set to 0 to disable.
  7. Manage My Account Page - Choose the page opened by the Manage My Account button. Shows if the person is deactivated or in Unsubscribe Mode. Leave blank to hide.
  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.

In addition to controlling what’s shown on the block, you can customize the text for each section of the Communication Preferences block using the Customize Text tab. This lets you align the messaging with your brand, personalize the experience or clarify what action was just taken.

Leaving any text box blank will remove the text from the Communication Preference block altogether.

Customize Text Tab

Tip

Lava-Enabled
All memo fields on this tab accept Lava.

  1. Account Deactivation Header - Text for removal and deactivation messages.
    1. Remove Involvement Confirmation Title - Header text when requesting removal.
    2. Remove Involvement Confirmation Description - Description shown before confirming removal.
    3. Person Removed Involvement Success Title - Header text after a person is removed.
    4. Person Removed Involvement Success Description - Description shown after a person is removed.
    5. Family Removed Involvement Success Title - Header text after a family is removed.
    6. Family Removed Involvement Success Description - Description shown after a family is removed.
  2. Opt-Out Options - Text for global opt-out choices.
    1. Email Preference Title - Header text for general email preference.
    2. Email Preference Description - Description for general email preference.
    3. Remove Involvement Title - Header text for removal choice.
    4. Remove Involvement Description - Description for removal choice.
  3. Preference Mode Header - Title and description for site visits.
    1. Preference Mode Header Title - Header text when loaded from the website.
    2. Preference Mode Header Description - Description text under the header, supports Lava.
  4. Section Descriptions - Text above each section.
    1. Opt-Out Options Description - Text above global opt-outs.
    2. Current Communication Channels Description - Text above subscribed lists.
    3. Available Communication Channels Description - Text above available lists.
  5. Unsubscribe Mode Header - Titles and descriptions for unsubscribe context.
    1. Unsubscribed From Channel Confirmation Title - Header text when leaving one list.
    2. Unsubscribed From Channel Confirmation Description - Description when leaving one list.
    3. Unsubscribed From Bulk Email Confirmation Title - Header text when leaving all bulk lists.
    4. Unsubscribed From Bulk Email Confirmation Description - Description when leaving all bulk lists.
    5. Unsubscribed From All Emails Confirmation Title - Header text when leaving all emails.
    6. Unsubscribed From All Emails Confirmation Description - Description when leaving all emails.

Unsubscribe Mode

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

Email Unsubscribe Mode

  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.

The section titled Available Communication Channels appears when a person has unsubscribed from at least one channel. It lets them resubscribe or view channels where they have View permission but aren’t currently subscribed.

Tip

Unsubscribe Mode can be accessed via a query string in the following format: 
Example: .../Unsubscribe/{EncryptedPersonString}?CommunicationId=42
This link can also be set in the Communication Mediums settings for Email.

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

Unsubscribe Deactivation Page