Personalizing the Opt-out Form

Modified on: Mon, 28 Oct, 2024 at 4:29 PM

You can personalize right the opt-out form provided by default in Dialog Insight by adding a logo and changing texts and colors as needed. This form is dynamic and displays the proper opt-out options, whether you have enabled the consent center (C-28) or not.

If you need a more elaborated visual, Dialog Insight can design a custom form just for you.

The main difference between using a consent center or not using one is as follows:

With: The contact is never deactivated, but rather unsubscribed for the requested communications.
Without: The contact is deactivated.

Example of an opt-out form presenting all the options:

There are 3 opt-out options available, which can be offered one at a time or combined:

Option	Behavior
Global Opt-out	On a single click, the contact is unsubscribed from all opt-ins.
Opt-out from this communication type	On a click, the contact is unsubscribed from the communication type related to the received message.
Opt-out choice	A check box is displayed for each active opt-in, that only needs to be unchecked to opt-out. If the contact has more than one opt-in, he will have the option to uncheck those he doesn't want to receive anymore. Note: This option is only displayed when the consent center is enabled.

Possible versions of the default opt-out form
	If there is no consent center OR If the project only has 1 opt-in field When the consent center is enabled, the contact must be able to: unsubscribe from the current opt-in If there is no consent center, the contact is deactivated.
The following versions are only available when the consent center is enabled.
	Displays when the communication type is Administrative. The contact cannot opt-out from this type of communication.
	Displays when the project has at least 2 opt-in fields AND the contact has subscribed only to this the communication type related to the receive message The contact must be able to: unsubscribe from the current opt-in unsubscribe from ALL available communications (as to not receive anything anymore) In this situation, we still want to offer a global opt-out (it's the law, and you don't want an implied consent to cause other types of communications to be sent).
	Displays if the project has at least 2 opt-in fields AND the contact has subscribed to at least one opt-in other that the current one. The contact must be able to: unsubscribe from the current opt-in unsubscribe any of the listed opt-ins (one check box per opt-in and one button to confirm) unsubscribe from ALL available communications (as to not receive anything anymore) The list of check boxes only shows the active opt-ins for the contact, that is those opt-in fields where the value is Subscribed). This is NOT a profile form, but only a mean of opting out. So when a contact has subscribed to more than one communication type, a list of all opt-ins are shown so he can make the necessary changes.

Prerequisite	None
Access Path	Project > Consent Management > Opt-outs and Complaints

How To

It is possible to personalize the default form by editing the text and/or the colors of some elements.

Personalize content

Start by displaying a preview of the form to see the original format by clicking on the preview icon for the desired language.
Click on the edit icon for the desired language.
Go to the Content an make the desired text changes and add an image if you want one at the top of the form.

Personalize colors

Start by displaying a preview of the form to see the original format by clicking on the preview icon for the desired language.
Click on the edit icon for the desired language.
Go to the Styles tab and make the desired color changes.

English

English