Overview
In this lesson, we explore the Do Not Disturb (DND) feature within Notary Success CRM, showcasing a notary's inquiry about how DND works, including a detailed explanation and a demonstration on how to test the feature.
How DND Works
DND Activation: When a contact opts to unsubscribe from emails, the CRM system automatically activates DND for that contact, preventing any future emails from being sent to them through the CRM.
Email Campaigns and DND: When creating email campaigns, including an unsubscribe link in the email footer is crucial. This link is embedded with code that marks contacts as DND when they choose to unsubscribe.
System Detection: The CRM system automatically detects contacts marked as DND and prevents emails from being sent to them, displaying an error message if an attempt is made.
Testing DND: To test the DND functionality, create a test email campaign and send it from a business email to a personal email (or vice versa) that is not connected to the business to avoid any potential errors.
Steps to Test DND
Navigate to Marketing Section: Access the marketing section from the CRM's left side menu and select "Email Campaigns."
Create a New Campaign: Choose to create a new campaign using a blank template and navigate to the email builder.
Include Unsubscribe Footer: Drag the footer element into the email template, ensuring the unsubscribe link is present.
Send the Test Email: Save the campaign and send the test email to a non-business email. Ensure all required fields, such as sender email, name, and subject line, are filled out.
Test Unsubscribe: Check the recipient email, click the unsubscribe link, and follow the prompts to confirm unsubscription.
Verify DND Activation: Return to the CRM, locate the contact that was sent the test email, and observe that the DND for email is now enabled, indicated by a red "X."
Key Takeaways
The DND feature in Notary Success CRM ensures compliance with contacts' communication preferences, automatically preventing emails from being sent to those who have opted out.
Including an unsubscribe link in email campaigns is essential for allowing contacts to easily opt out of communications.
The CRM provides clear indicators when a contact has been marked as DND, ensuring notaries are aware of their communication status and comply with their preferences.
Conclusion
Understanding and utilizing the DND feature in Notary Success CRM is crucial for maintaining respectful and compliant communication with contacts. By effectively managing DND preferences, notaries can ensure their marketing efforts are both effective and respectful of their contacts' wishes.
