IN BRIEF:
Families can unsubscribe or opt out of non-transactional Email Blasts by selecting the "Unsubscribe" link included at the bottom of an Email Blast. Staff members can also update a guardian’s subscription status from the Office Portal when they have the customer’s permission. Opting out affects non-transactional or informational emails (including communications triggered by Autopilot workflows). Families will still receive transactional communications, such as receipts, statements, enrollment updates, and certain cancellation-related messages. 

• Overview
  • Important details about opting out
• Accessing the Feature
• Step-by-Step Instructions
  • Opting Out via the Email Link
    • What happens after a family unsubscribes
  • Reversing Opt-In/Opt-Out Status via the Customer Portal
    • When families should use the Customer Portal
  • Reversing Opt-In/Opt-Out Status via the Office Portal
    • Important staff considerations
  • Consequences of Opting Out
• Troubleshooting & FAQs
• Related Articles

Overview

Email Blasts are used to send non-transactional communications to families, such as announcements, informational updates, and other marketing-style messages. Because these messages are non-transactional, every Email Blast automatically includes an option for recipients to unsubscribe.

Providing an unsubscribe option helps customers comply with email-marketing requirements and follows email communication best practices. When a family unsubscribes, the selected email address no longer receives non-transactional Email Blasts.

Families who opt out will continue to receive transactional emails and certain required communications. These may include statements, receipts, enrollment updates, and communications related to event cancellations.

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Important details about opting out

• Opting out affects only non-transactional or informational content.
• Families will continue receiving transactional communications.
• Families may stop receiving non-transactional communications triggered by Autopilot workflows.
• Waitlist offers sent through non-transactional communication workflows may not be delivered to opted-out email addresses.
• Families can opt back in at any time through the Customer Portal.
• Staff members can update the subscription status through the Office Portal when they have the customer’s permission.

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Accessing the Feature

Families and staff can access opt-in and opt-out options in different ways, depending on whether the family is unsubscribing from an Email Blast or resubscribing later.

• Families can unsubscribe by selecting the "Unsubscribe" link at the bottom of an Email Blast.
• Families can manage their subscription status from the Customer Portal.
• Staff members can manage a guardian’s subscription status from the family record in the Office Portal, with the customer’s permission.

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Step-by-Step Instructions

Opting Out via the Email Link

1. Open any Email Blast received from the business.
2. Select the "Unsubscribe" link located at the bottom of the message.
3. The System redirects the user to the Customer Portal.
4. Choose the email address to unsubscribe.
5. Select "Please Unsubscribe Me For Now."
6. The System displays a confirmation message.

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What happens after a family unsubscribes

• The selected email address is removed from non-transactional Email Blast communications.
• The family continues receiving transactional emails, such as:
  • Statements
  • Receipts
  • Enrollment updates
  • Certain cancellation-related communications
• The family may no longer receive non-transactional messages sent through Autopilot workflows, including Waitlist offers.

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Reversing Opt-In/Opt-Out Status via the Customer Portal

Families can opt back in at any time from the Customer Portal.

1. Sign in to the Customer Portal.
2. Navigate to My Account.
3. Re-select the email address to subscribe.

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When families should use the Customer Portal

• To resubscribe after previously opting out
• To manage subscription status without contacting staff
• To confirm which email address should receive non-transactional communications

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Reversing Opt-In/Opt-Out Status via the Office Portal

Staff members can update a guardian’s Email Blast subscription status from the Office Portal when they have the customer’s permission to do so.

1. Launch the family record in the Office Portal.
2. In the guardian’s details, select the Subscribe to Email Blast checkbox.
3. Select SAVE.

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Important staff considerations

• Only update a guardian’s subscription status with the customer’s permission.
• Confirm that staff are updating the correct guardian and email address.
• Selecting Subscribe to Email Blast allows the guardian to receive non-transactional Email Blast communications again.
• Clearing or leaving this option unselected prevents the guardian from receiving non-transactional Email Blast communications.

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Consequences of Opting Out

When a family opts out, the selected email address will no longer receive non-transactional Email Blasts.

Families will continue to receive transactional emails, including:

• Statements
• Receipts
• Enrollment updates
• Certain cancellation-related communications

Families will not receive non-transactional emails, including:

• Informational Email Blasts
• Announcement-style communications
• Non-transactional communications triggered by Autopilot workflows
  • NOTE: This includes Waitlist offers sent through affected non-transactional communication workflows 

Re-subscription or opting back in can be completed at any time through the Customer Portal or by staff through the Office Portal.

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Troubleshooting & FAQs

• Will families stop receiving all emails after they unsubscribe?
  • No. Opting out only affects non-transactional or informational Email Blasts. Families will continue receiving transactional emails, such as statements, receipts, enrollment updates, and certain cancellation-related communications.
• Can staff resubscribe a guardian from the Office Portal?
  • Yes. Staff can select the Subscribe to Email Blast checkbox in the guardian’s details and then select SAVE, but they should only make this change with the customer’s permission.
• Can families opt back in without contacting the business?
  • Yes. Families can sign in to the Customer Portal, navigate to My Account, and re-select the email address they want to subscribe.
• Will opting out affect Autopilot workflow emails?
  • Yes, it may. Families who opt out will not receive non-transactional emails, including communications triggered by Autopilot workflows. This includes Waitlist offers.
• Why does every Email Blast include an unsubscribe option?
  • Email Blasts are non-transactional communications. Including an unsubscribe option supports email-marketing compliance requirements and follows email communication best practices.

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Related Articles

• How Do I Send Email Blasts?
• How Do I Send Email Blasts from the CLASSES Page?
• How Do I Manage Families in the Office Portal?
• How Do I Access (Log In) and Navigate the Customer Portal?
• How Do I Copy and Configure Autopilot Workflows?
• How Can I Automate the Waitlist?
• What Waitlist Management Options Are Available?

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