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Managing Email Subscriptions

Overview

BetterUnite’s enhanced unsubscribe and subscription management feature allows donors and contacts to:

  • Subscribe or unsubscribe from all marketing emails.

  • Manage subscription categories created by your organization.

  • Control their communication preferences in a transparent, donor-friendly way.

This helps organizations respect donor preferences while ensuring important communications still get delivered.

Contact Experience

When a donor or contact clicks the Manage My Subscription link in an email, they’ll be directed to the subscription management page.

  • The page allows them to unsubscribe entirely, or manage their preferences by category.

  • If your organization has created categories, they’ll be shown here.

  • Example: An organization created 3 categories (Newsletters, Event Updates, Volunteer Opportunities).

 

Accessing Contact Subscriptions

Admins can view and update a contact’s subscription settings from multiple places:

  • Contact Page → Subscription management panel

  • Edit Contact Pop-up

 

 

Subscription States

BetterUnite uses two main flags for managing subscription and unsubscribe states:

  • Do Not Email: A hard block flag that prevents all outbound emails, including transactional messages.

  • Unsubscribed: Represents the marketing/global subscription state, managed through the public preferences page, along with category-level opt-ins.

Managing Email Categories

Organizations can create and manage subscription categories in Settings.

  • Categories can be created, updated, and sorted by admins.

  • Premier Plan is required to create categories.

  • All contacts will see the subscription page, but if no categories are set up, the page will only display global unsubscribe options.


Default Opt-In Setting

Each email category has a Default Opt-In attribute, which determines whether contacts are:

  • Automatically opted in to receive messages for that category, OR

  • Required to opt in manually to start receiving communications.

Using Categories in Emails

When creating or sending an email campaign, you can associate it with a subscription category.

  • This ensures that unsubscribe requests are respected at both the global and category level.

  • If a contact unsubscribes from a category, they will not receive emails tied to that category.