SalesPath Use Case: Create a Salesforce Lightning List Email Opt-Out Flow With FormAssembly

Oct 17, 2018 | Salesforce, Tips and Best Practices

Are you using Salesforce Lightning List Emails and need a way to allow your recipients to unsubscribe? An unsubscribe option isn’t automatically included in Salesforce email templates, but you can achieve a simple, streamlined unsubscribe process using FormAssembly and the FormAssembly Salesforce Prefill and Submit Connectors.

FormAssembly partner SalesPath came up with this solution to provide a way to make Salesforce List emails, which are great for less formal email sends, that much more useful. If you’re already using FormAssembly, this is a great way to expand your use. If you have yet to sign up, this is is just one more great example of the innovative ways you can use FormAssembly.

The Process

The FormAssembly solution put together by SalesPath allows you to add an unsubscribe link to the bottom of a Salesforce Lightning email template. Here’s an example of how that could look:

Clicking on the link would take your email recipient to a page where they can unsubscribe with one click of a button. Though the page may not look like it at first glance, it’s actually a FormAssembly form. This page can be further customized to fit your organization’s branding.

Clicking on the unsubscribe button activates the Salesforce Connector and checks the Salesforce Lead or Contact Opt-Out checkbox in your Salesforce instance. On the front-end, recipients see a message that confirms their removal from your email list.

Next Steps

The setup uses the Salesforce Prefill & Submit Connectors, and requires a FormAssembly Premier or above account, and a Salesforce Lighting Sales Cloud instance.

To learn more about SalesPath and this use case, visit their website.

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