Configuring For Your Entire Organization

To make it so Groove adds an unsubscribe link to all emails sent from Flow in your entire organization, please contact our support team at support@groove.co

Standard vs. Custom Unsubscribe Footer

By default, when using one of the above (team-wide or org-wide) unsubscribe features, Groove provides a standard link at the bottom of emails sent from Flows. When clicked, this will check the "Email Opt Out" field on the contact/lead to true (unless a custom field is specified).

If your company would like to customize/brand the text and layout of the Unsubscribe Footer, you can include a Custom Unsubscribe Footer:

Custom Unsubscribe Footer

1. Go to Manage My Org > Flow Settings

2. Customize the Unsubscribe Footer with custom text or HTML, and Save

Enforce Unsubscribe for Flows:

• If this is toggled ON, then every Flow email sent from your organization will include an unsubscribe link.

• The unsubscribe link included in each email will either be your custom footer (if you have saved a custom footer), or Groove's standard one (if the custom footer is blank)

• If this is toggled OFF, then Groove will respect the per-team unsubscribe settings for each of your Groove teams (include an unsubscribe link in emails checkbox)

   

Enforce Unsubscribe for Send with Groove (only applicable to MSFT Outlook customers)

• If this is toggled ON, then every email sent when clicking "Send with Groove" from your organization will include an unsubscribe link.

• The unsubscribe link included in each email will either be your custom footer (if you have saved a custom footer) or Groove's standard one (if the custom footer is blank)

• If this is toggled OFF, then Groove will respect the per-team unsubscribe settings for each of your Groove teams (include an unsubscribe link in emails sent with Groove)

   

  

  **Additional Information**

   

  When using a custom unsubscribe footer with links, you may want to direct your recipients to an unsubscribe landing page on your own website/application, which you can simply include as links in the above editor. However, if you'd like to preserve Groove's opt-out functionality (update the "Email Opt Out" or custom field to true when the recipient clicks the opt-out link), you can include the following merge field in your Custom Unsubscribe Footer within a URL: {!groove_unsubscribe_link}

   

  

   

  Adding on a Per Template Basis

  You can also have people add an unsubscribe link to their templates, by having them add the following merge field: {!Unsubscribe.Click here to unsubscribe.}

   

  You can also customize the text of the link shown to the recipient if you'd like, for example, your merge field may look like the following: {!Unsubscribe.Opt out of communication from Cloudgizmos Software}

   

   

  Flow Protections

  Groove also prevents people from sending Flow emails to any Lead/Contact that has the 'Email Opt Out' field in Salesforce checked/set to true. This helps keep your company compliant and makes it so you don't frustrate anyone who asked not to be contacted by you anymore.

   

   

  Using a Custom Opt-Out Field

  Sometimes, another team or application will be using the standard email opt-out field in SFDC, and in that case, you may want to have Groove use a different field for managing email opt-outs.

   

  Groove can be configured to look at and update any custom checkbox field in Salesforce. If this checkbox is checked, Groove will prevent users from sending Flow emails to these individuals.

   

  When a lead/contact clicks on an unsubscribe link in one of your user's emails, Groove will attempt to update that same checkbox and check it.

   

  To set up a custom opt-out field, please email support@groove.co with the API name of your custom checkbox field on leads and contacts (note, these names can be the same or different).