Did you know you can configure Xplan to automatically handle client unsubscribe requests by using boolean fields to automatically update their subscription status without any manual data entry?
Staying compliant with Australian anti-spam regulations is a non-negotiable part of running a practice. Usually, this involves a paraplanner or administrator manually checking emails and updating client records one by one to ensure they don't get the next newsletter- painful! By automating this, you ensure client preferences are respected instantly and your distribution lists remain accurate and compliant.
How? Xplan uses boolean fields (the simple "Yes/No" or "True/False" toggles) to track whether a client wants to receive certain communications.
- Set up your fields: Ensure you have specific boolean fields created for your different communication types, like "Monthly Newsletter" or "Market Updates".
- Insert the magic link: When drafting your email template, include the dynamic unsubscribe link. You can find this in the template editor under the Xmerge or Syntax tools.
- Configure the change: Set the link properties so that when a client clicks it, the specific boolean field on their record automatically changes from "Yes" to "No".
- Filter your searches: When you are ready to send your next bulk email, use an Advanced Search that includes the criteria where your specific boolean field "Equals Yes". This ensures the people who opted out are automatically excluded from the results.
💡Pro Tip You can use this same logic in reverse to create a "Subscribe" link for your website or email signatures. If a client clicks it, the boolean field changes to "Yes", adding them to your mailing list. It is a great way to grow your distribution lists while keeping the data clean.
You can find the syntax for your email template here: Xmerge Syntax - Email Subscription Links
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