Add Unsubscribe Option to Templates

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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 OKmceclip0.png
    3. File menu > Save > Exit
      mceclip1.png

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
        mceclip2.png
      3. Add a sentence around the Unsubscribe link Input field to ensure it makes sense to the reader.
      4. File menu > Save > Exit
        mceclip3.png

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