{"id":12343,"date":"2024-09-30T11:10:58","date_gmt":"2024-09-30T10:10:58","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&p=12343"},"modified":"2024-10-01T17:05:40","modified_gmt":"2024-10-01T16:05:40","slug":"creating-an-email-invitation-with-an-opt-out-link","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/creating-an-email-invitation-with-an-opt-out-link\/","title":{"rendered":"Creating an email invitation with an opt out link"},"content":{"rendered":"\n

Sometimes a participant may not want to receive emails about a particular survey. Adding an opt out link allows the participant to unsubscribe from the survey. In Snap XMP Online, you can insert an opt out link in an email invitation using the email editor. <\/p>\n\n\n\n

In Snap XMP, you can also insert an opt out link using Snap XMP Desktop<\/a>. <\/p>\n\n\n\n

When to include an opt-out<\/h2>\n\n\n\n

A requirement of using the Snap XMP subscription mailing system is to include an opt out link.<\/strong> <\/p>\n\n\n\n

You should include an opt-out link in the majority of your email invitations and reminders. Many organisations, including, but not limited to, Gmail, Yahoo and Hotmail, stipulate that you need an opt-out or unsubscribe link in business mailings. <\/p>\n\n\n\n

It is good practice to include an opt-out link. You can add the link in the email invitation or reminder using the Invitation editor. With this option, you can customise the appearance and wording of the link. You can also select to automatically include an opt-out link. This is only included if the email content does not contain an opt-out link, preventing multiple opt-out links in your email. When the email is sent the opt-out link is added to the footer of the email.<\/p>\n\n\n\n

You may wish to exclude an opt-out link for in-house surveys or forms, where emails are only sent to participants that have emails belonging to your organisation’s domain, such as, an employee survey.<\/p>\n\n\n\n

Participant upload requirements<\/h2>\n\n\n\n

These instructions assume that you have uploaded a list of participants who will receive an email invitation for this survey. If you are not familiar with setting up participants for email invitations, please see these worksheets: <\/p>\n\n\n\n

Anonymisation in Surveys \u2013 Sending an email that doesn\u2019t identify the participant<\/a>
Anonymisation in Surveys \u2013 Sending an email that includes a unique participant identifier<\/a> <\/p>\n\n\n\n

Adding the Opt Out link<\/h2>\n\n\n\n
    \n
  1. \n In the Collect<\/strong> tab of your survey, select the Participants<\/strong> side menu and then select Invitations.<\/strong>\n<\/li>\n\n\n\n
  2. \n Click Add invitation<\/strong> to create a new email invitation or click Edit<\/strong> to change an existing invitation.\n<\/li>\n<\/ol>\n\n\n\n
    \"Add<\/figure>\n\n\n\n
      \n
    1. In the email editor, place the cursor at the point where you would like the Opt Out link in your invitation. <\/li>\n\n\n\n
    2. \n Click Insert tag<\/strong> and select OptOut. <\/strong>This will insert a link with the text {OptOut}.This link will take the participants to a webpage when they opt out. \n<\/li>\n<\/ol>\n\n\n\n
      \"Insert<\/figure>\n\n\n\n
        \n
      1. \n Select or click in this link text and click the hyperlink button \n \"SWH:\n to open the Insert hyperlink<\/strong> dialog. You can change the wording for Text<\/strong> and ToolTip<\/strong>.\n<\/li>\n<\/ol>\n\n\n\n
        \"Insert<\/figure>\n\n\n\n
          \n
        1. \n Click Insert<\/strong> to update the link text.\n<\/li>\n<\/ol>\n\n\n\n
          \"Email<\/figure>\n\n\n\n

          When a participant clicks the Opt Out link in the email invitation they receive, this takes them to the Snap Surveys opt out web page. You can see which participants have opted out in Snap XMP Online. The participant will not receive any more emails for the survey. <\/p>\n\n\n\n

          Viewing the opt out information<\/h2>\n\n\n\n

          In Snap XMP Online<\/strong> you can view all the participants who have opted out of the survey. <\/p>\n\n\n\n

            \n
          1. \n In the survey Summary<\/strong> tab, click the Collect<\/strong> link.\n<\/li>\n\n\n\n
          2. \n Once in the Collect<\/strong> tab, select Participants<\/strong> from the side menu and then select Participant list<\/strong>.\n<\/li>\n\n\n\n
          3. \n Click the filter icon on the Opted Out<\/strong> column and select Have opted-out.<\/strong>\n<\/li>\n<\/ol>\n\n\n\n
            \"Filter<\/figure>\n\n\n\n
              \n
            1. \n Click Filter<\/strong> to show all the participants who have opted out.\n<\/li>\n<\/ol>\n\n\n\n
              \"Participant<\/figure>\n\n\n\n

              Auto adding an opt-out link<\/h2>\n\n\n\n

              In the survey invitation settings, there is the option to automatically add an opt-out link at the end of all email invitations where an opt-out has not been provided in the email body. This setting makes sure that you always provide an unsubscribe option for this survey. If you wish to customise the appearance of the opt-out link, you need to manually add the opt-out link in the email body.<\/p>\n\n\n\n

                \n
              1. In the survey Summary<\/strong> tab, click the Collect<\/strong> link. <\/li>\n\n\n\n
              2. In the Collect<\/strong> tab, select Participants<\/strong> from the side menu.<\/li>\n\n\n\n
              3. Click the Change Invitation Settings<\/strong> button to open the Invitation settings.<\/li>\n\n\n\n
              4. Select Automatically add opt-out<\/strong> to add an opt-out link at the end of the email invitation.<\/li>\n<\/ol>\n\n\n\n
                \"\"<\/figure>\n\n\n\n

                The opt-out link is only included if the email body does not contain an opt-out link, preventing multiple opt-out links in your email. <\/p>\n\n\n\n

                The opt out link will automatically be added to the footer of the email when the email is sent. You will not see it in the email invitation editor.<\/p>\n","protected":false},"excerpt":{"rendered":"

                Sometimes a participant may not want to receive emails about a particular survey. Adding an opt out link allows the participant to unsubscribe from the survey. In Snap XMP Online, you can insert an opt out link in an email invitation using the email editor. In Snap XMP, you can also insert an opt out […]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[82],"epkb_post_type_1_tag":[285],"class_list":["post-12343","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-how-to-tutorials-snap-online-collect","epkb_post_type_1_tag-unsubscribe"],"acf":[],"yoast_head":"\nCreating an email invitation with an opt out link | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/creating-an-email-invitation-with-an-opt-out-link\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating an email invitation with an opt out link | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"Sometimes a participant may not want to receive emails about a particular survey. 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