Opt-Out Message

An Opt-Out Message is a clickable link or some other instruction that allows the recipient of an email Campaign to opt-out of receiving future email communications. An Opt-Out Message is required for all email Campaigns deployed through Cheetah Digital in order to maintain compliance with the CAN-SPAM Act of 2003. This act from the United States government requires that certain types of email communications contain an electronic means and a physical mailing address for recipients to request removal from email communications.

Note: If you are unsure how the CAN-SPAM Act of 2003 applies to your company/communications, we recommend that you speak with legal counsel prior to utilizing email as a communication stream.

The platform supports two different data sources for building Opt-Out Messages -- the Cheetah Digital database, and the Engagement Data Platform (EDP). The Engagement Data Platform is the data layer that powers and unifies the applications within the Cheetah Digital Customer Engagement Suite.

Access

The Opt-Out Message screen is accessible via the Main menu; select Assets > Blocks > Opt-Out Messages

Create a new Opt-Out Message

To create a new Opt-Out Message:

  1. Above the list of existing Opt-Out Messages, click the + New button.

  2. A New Opt-Out Message pop-up window is displayed. In the Name field, enter a name for the new Opt-Out Message.

  3. Using the toggle buttons, select the data source for this Content Block: either Cheetah Digital or EDP.

  4. If you selected Cheetah Digital above, from the Data Source drop-down menu, select the Cheetah Digital source table for this Opt-Out Message.

    Note: You can never modify this source table after the Opt-Out Message is created.

  5. Click Create. The Workspace is refreshed to show a blank Advanced Editor where you'll enter the content for the Opt-Out Message. The tabs across the top of the Advanced Editor indicate which format version of your message you're currently editing. An Opt-Out Message will have an HTML version by default.

  6. Enter, or copy-and-paste, the Opt-Out Message content into the Advanced Editor. For more details on how to use the Advanced Editor, please see the Advanced Editor Help topic.

  7. Optionally, you can assign one or more tags to your Opt-Out Message. To assign a tag, click on the Add tag field in the Edit tab of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the X icon next to the tag label.  

  8. To save your Opt-Out Message, click Save in the Tool Ribbon.

Copy an Opt-Out Message

To copy an existing item to use as the basis for a new item:

  1. Search for the desired item (see Search for an Item for more details).

  2. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

  3. In the Tool Ribbon, click To copy an existing item to use as the basis for a new item:

  4. Search for the desired item (see Search for an Item for more details).

  5. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

  6. In the Tool Ribbon, click Save As. A Save as dialog box is displayed.

  7. Enter a name for the new item.

  8. By default, the new item will be saved in the same folder location as the base item. Optionally, click the magnifying glass icon to browse to and select a different folder location.

  9. Click Save a copy. The system creates a copy of the selected item.

  10. A Save as dialog box is displayed.

  11. Enter a name for the new item.

  12. By default, the new item will be saved in the same folder location as the base item. Optionally, click the magnifying glass icon to browse to and select a different folder location.

  13. Click Save a copy. The system creates a copy of the selected item.

View or edit an Opt-Out Message

To view or edit an existing Opt-Out Message:

  1. When the screen is displayed, a list of all the current Opt-Out Messages is displayed in the left-hand side of the Workspace. Optionally, you can filter this list by typing in all or part of a Opt-Out Message name in the Search by Name field.

  2. Click on the Opt-Out Message that you want to view. The Workspace is refreshed to show the details of the selected Opt-Out Message.

  3. Optionally, to view detailed information about the Opt-Out Message, click the Opt-Out Message tab in the Tool Ribbon. The Item Details screen is displayed, showing who created the item, who modified it last, and what the last actions taken on the item were. On this screen, click "Related Items" in the Function Menu to see other items in the system that reference or utilize this Opt-Out Message. When finished, click the Edit tab in the Tool Ribbon to return to the main edit screen.

  4. Optionally, you can assign one or more tags to your Opt-Out Message. To assign a tag, click on the Add tag field in the Edit section of the Tool Ribbon. The system displays a pop-up menu of all the existing tags. You can select one of these tags, or type in a new one and press Enter. You can repeat this process to add more tags. To remove a tag, click the X icon next to the tag label.  

  5. Optionally, to rename the Opt-Out Message, click Rename in the Tool Ribbon. A Rename Item dialog box is displayed. Enter a new name for the Opt-Out Message, then click Save new name.

  6. The tabs across the top of the Advanced Editor indicate which format version of your message you're currently editing. Optionally, to switch to a different format of your message, click the appropriate tab.

  7. Make any necessary changes in the Advanced Editor. For more details on how to use the Advanced Editor, please see the Advanced Editor Help topic.

Delete an Opt-Out Message

To delete an item:

  1. Search for the desired item (see Search for an Item for more details).

  2. Click on the item name. The main item screen is displayed and populated with the details of the selected item.

  3. In the Tool Ribbon, click Delete. A confirmation dialog box is displayed.

  4. Click Delete item to confirm the deletion.

Foldered items are moved to the Recycle Bin. Non-foldered items are permanently deleted.

Assign an Opt-Out Message to a campaign

Once you've created your Opt-Out Message, you can use it within one or more Campaigns.

To insert an Opt-Out Message into the Campaign message:

  1. Navigate to the desired Campaign (see Campaigns for more details).

  2. Scroll down to the Message section, and click Edit. The Advanced Editor screen is displayed.

  3. Place your cursor in the Advanced Editor. The Personalization Pane appears on the right-hand side of the screen.

  4. In the Personalization Pane, click on the Content Blocks group to expand it.

  5. Within the Content Blocks group, double-click on Opt-Out Message (or, optionally, you can drag Opt-Out Message from the Personalization Pane, and drop it into the text field). A Browse Opt-Out Message dialog box is displayed.

  6. From the Browse Opt-Out Message pop-up window, you can optionally enter a search string to search by Opt-Out Message name. When you find the desired Opt-Out Message, click on its name.

  7. In the Clipboard section of the Personalization Pane, the system creates a new Merge Symbol for this Opt-Out Message. A Merge Symbol is a textual representation of the Opt-Out Message, consisting of the Opt-Out Message's name and Object Reference ID enclosed in double-brackets. For example: {[Emails_Opt_Out|1496]}.

  8. Place your cursor where you want to insert the Opt-Out Message, then click the Merge Symbol for that Opt-Out Message in the Clipboard. The system inserts the corresponding Merge Symbol at the indicated position.