Email Subscription Statuses
We have created three Subscription statuses in Keela to align with GDPR + CASL guidelines and recommendations:
- Opted In - This Contact has physically opted in to receive email communications from your Organization. This can be done by signing up via a Subscription Form or manually, by you or a team member, if the Contact has expressed this to you.
- Opted Out - This Contact has physically opted out of receiving email communications from your Organization. This can be done by using the Unsubscribe link in our Email Marketing Footers or manually, by you or a team member, if the Contact has expressed this to you.
- Unknown - Your Contact's email subscription status will be automatically set to "Unknown" when they are added to the Keela system without an email subscription status. This means that the Keela system has not received direction from either the Contact or your organization about what sort of status they should have (ie. Opted In or Opted Out).
If your Contacts have been newly added to the system, via import, manually or through a migration from our previous system, it is likely that their email subscription will be Unknown.
Important Note: As per GDPR + CASL guidelines, do not change the Email Subscription Status of your Contacts to "Opted In" unless you have received permission from them to do so.
Bulk Update Email Subscription Statuses
If you would like to update the email statuses of multiple Contacts at once, look no further! You can do this by using the Subscription Status tab tool, or a via Import.
Subscription Status Tab
To update the Subscription Status of these Email Addresses > Navigate to Communications > Click on the Subscription Status tab.
Important note: emails will only end up under the Subscription Status tab if they meet at least one of the conditions below:
- The email subscription statuses were imported via Contact Import.
- The email subscription status was manually added when creating a Contact record.
- The email subscription statuses were synced into Keela from MailChimp.
- Email Marketing has been sent to the email address (every time you send Email Marketing, the recipient's email address and subscription status will be added to this list).
Hint: Use the Filter tool to narrow down your list by Subscription Status. For example, filter by "Unknown" status to see only those email addresses which are Unknown.
Multi-select email addresses on by one
If you would like to update a couple of email addresses, click on the multi-select tick boxes to choose these > Click Actions > Click Edit Subscription Status
Select the appropriate Subscription Status > Click Save
Multi-select all email address on a single page or all pages
If you would like to update all of the email addresses on a single page, click on the multi-select drop-down arrow > Click Select This Page
Hint: Use the Filter tool to narrow down your list by Subscription Status. For example, filter by "Unknown" status to see only those email addresses which are Unknown.
Select the appropriate Subscription Status > Click Save
Import Subscription Statuses
New Import
If the Contacts you want to update the Subscription Status for do not already exist in Keela - you can import Contacts' Email Subscription Statuses when you Import Your Contact Data. When you import Contacts, make sure to include the Accepted Field for 'Email Subscription Status' in your import spreadsheet.
Updated Import
If the Contacts you want to update the Subscription Status for already exist in Keela- you can Export the Contacts you want to update or create a list in Excel. Make sure the first column of the spreadsheet has either the Contact's Primary Email Address or Full Name - this is how Keela will search for the existing Contact record to update the Subscription Status. You will then want to add a Subscription Status column that specifies if the Contact is Opted In or Opted Out. Once your spreadsheet is prepared, you can go ahead and Import Your Updated Contact Data.
Filter by Email Subscription Status
Once you've gone through the steps of importing your Contacts you might want to take a look and see how the Subscription Statuses of your Contacts were recorded in Keela. You've come to the right place!
Segments / Contact Overview / Reports
If you want to filter your Contacts, Segments, or Reports based on Subscription Status, you're in luck! Email Subscription Status is available as a Contact Filter, which is included in any section in Keela with Contact Filters.