-Add Unsubscribe Option to Templates

Once the Unsubscribe feature is activated, each active template should have the option to opt-out added, so patients can respond and automatically be removed from the list. 

Templates are setup in multiple areas of D4Web, choose the relevant section from the below list and then follow the steps. 

Where to Find Templates

Appointments  (SMS only)	Click the navigation menu > Debtors and Marketing > Mail Merge Setup page > Mail Merge category: Appointments >   Select relevant template > Click Edit SMS Template icon
Recalls (Manual)	Click the navigation menu > Debtors and Marketing > Mail Merge Setup page > Mail Merge category: Recalls >  Select relevant template > Click Edit SMS Template icon
Queries (Manual)	Click the navigation menu > Debtors and Marketing > Mail Merge Setup page > Mail Merge category: Queries >  Select relevant template > Click Edit SMS Template icon
Automation  (Appointment  Reminders,  Recalls and  Queries)	Click the navigation menu > Location Management > Automation page > Appointments/Recalls/Queries tab >  Reminders sub tab > Select the relevant reminder > Click Edit SMS Template icon

Add the Unsubscribe Input Field to SMS Templates

1. With the relevant template in view

2. Select position in the template where the opt-out input field will be placed

3. Mail Merge tab > Add Field 

   1. Select STOP
   2. Click OK
   3. File menu > Save > Exit
      
      

Add Unsubscribe Input Field to E-mail Templates

E-mail templates must have a hyperlink added so patients can click on the link to unsubscribe from the e-mail. Instructions on how to access the Input Fields will differ depending on the version of MSWord or Rich Text Editor being used. 

1. With the relevant template in view

   1. Select position in the template where the Hyperlink will be placed

   2. Mail Merge tab > Add Field 

      1. Select Unsubscribe Link
      2. Click OK
         
         
      3. Add a sentence around the Unsubscribe link Input field to ensure it makes sense to the reader.
      4. File menu > Save > Exit