Email Unsubscribe

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Overview

Below is a business-focused explanation of the Email Unsubscribe document type, written for practical use within Dafater.

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Email Unsubscribe – Business Overview

What this document type is used for

Email Unsubscribe is used to record and manage contacts who have chosen to stop receiving emails from your organization. It acts as Dafater’s central reference to ensure that once a recipient opts out, they are not contacted again through business emails such as marketing messages, announcements, or notifications.

This document helps protect your organization’s reputation, supports compliance with email communication regulations, and maintains trust with customers, leads, employees, and partners.

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Prerequisites and setup requirements

Before using Email Unsubscribe, the following should already be in place:

• Your organization is sending business emails through Dafater (such as campaigns, notifications, or automated messages)
• Email communication policies are defined (for example, marketing vs. transactional emails)
• Teams responsible for communication understand when and why recipients may opt out

No manual setup is typically required, as this document type works in the background as part of normal email operations.

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Typical workflow and business process fit

1. Email is sent
   Your organization sends emails to customers, leads, employees, or other contacts as part of normal operations.

2. Recipient opts out
   A recipient chooses to unsubscribe from further emails, usually through an unsubscribe option in the email.

3. Email Unsubscribe record is created
   Dafater automatically records this preference in the Email Unsubscribe document.

4. Future emails are blocked
   The system checks this document before sending future emails and prevents messages from being sent to unsubscribed addresses.

5. Ongoing compliance
   The unsubscribe status remains active unless business rules or consent policies allow re-subscription.

This process ensures that communication respects recipient preferences without requiring manual intervention from staff.

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Key business scenarios where Email Unsubscribe is essential

• Marketing campaigns
  Prevents sending promotional emails to people who have opted out, protecting brand credibility.

• Customer relationship management
  Ensures customers who no longer want emails are respected, improving long-term trust.

• Regulatory compliance
  Supports compliance with email communication and data privacy regulations that require honoring unsubscribe requests.

• Internal communications
  Manages opt-outs from non-essential announcements or newsletters for employees or partners.

• Reputation management
  Reduces spam complaints and improves email deliverability for future campaigns.

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Important considerations for users

• Unsubscribe means no further emails
  Once an email address is listed in Email Unsubscribe, Dafater will block outgoing emails to that address.

• Applies across the organization
  The unsubscribe status is respected across different departments and processes, not just one campaign.

• Do not bypass the process
  Sending emails outside Dafater or ignoring unsubscribe records can harm trust and expose the business to legal risk.

• Clear communication is key
  Make sure recipients understand what they are unsubscribing from (marketing emails, newsletters, etc.).

• Data accuracy matters
  Ensure email addresses are correct so unsubscribe preferences are applied to the right recipients.

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Summary

Email Unsubscribe is a critical safeguard within Dafater that ensures respectful, compliant, and professional email communication. It protects your organization from reputational and regulatory risks while reinforcing customer-centric and ethical business practices.

Basic Information

• Module: Email
• Document Type: System

Fields

Field Name	Label	Type	Required	Options	Description
email	Email	Data	✓	-	Recipient email address opted out of communications in Dafater
reference_doctype	Reference Document Type	Link		DocType	Dafater document type associated with the unsubscribe request
reference_name	Reference Name	Dynamic Link		reference_doctype	Specific Dafater document record linked to this unsubscribe
global_unsubscribe	Global Unsubscribe	Check		-	Indicates email is unsubscribed from all Dafater communications

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓