I have a WebToPerson form set up to capture leads coming from our website. A workflow fires off a welcome email to the new subscriber which is working well.
Problem is, Suite has no way to add an opt-out link to workflow emails nor any way to track opens and click throughs unless itās part of a campaign. In my situation the lead is considered āsubscribedā at the point theyāre created by the WebToPerson form so will need some way of opting out.
What Iām wondering is how achievable are the following workarounds to this conundrum:
Option 1:
Create a workflow that generates an opt-out link for that lead link by somehow fudging the same internal workflow Suite uses to generate the opt-out link (tied to the campaign the new lead is assigned to)
Option 2:
Create a workflow to:
Create a new Target List
Add the lead to the new target list (as only member)
Add target list to the campaign\
Send the campaign to that target list only
Force send the email queue (for immediate delivery)
Delete the target list
That way the opt-out link and tracking links will be directly applied and visible in the Campaigns and Lead views.
Is this possible? Is there a better way of achieving my needs?
I think Option 2 might be the closest to what youād like to achieve OOTB, though iām not sure if its possible to relate Target Lists & force-send Campaigns through Workflow actions.
If you have some coding experience, another method may be to have a look into either building custom WebToLeadCapture.php functionality, (file found in modules/Campaigns/)
Or, building a Custom entrypoint, and linking this Entrypoint in the Email Template.
I have found an old Github repository that a Forum Poster has linked to in the past, that has examples of both, hopefully itāll be of some use: https://github.com/audoxcl/SugarCRMEntryPoints
I would suggest making a checkbox inside the lead, indicating the unsubscribe from mailings.
I would make a custom entry point, so that inside it, by url, I would send the id of the lead that refuses to be sent. when switching to such an entry point, put a tick in the checkbox.
set up the workflow so that they would check the absence of this checkmark in the checkbox.
Is it possible to use this code at \modules\EmailMan\EmailMan.php? I want to opt out of the email address from all SuiteCRM.
Adding this link to under the default remove me link.
Like this;