When a contact opts out of email from your business, TrustPager lets you record that preference and automatically suppress future sends. This is important for both compliance and list hygiene.
Where opt-out preferences live
Each contact has a Communication Preferences card in the sidebar of their contact page. Open the contact in your CRM at https://app.trustpager.com/crm/contacts, then look at the Communication Preferences card in the sidebar. The email opt-out toggle lives there.
How to mark a contact as opted out
- Open the contact at https://app.trustpager.com/crm/contacts.
- Find the Communication Preferences card in the right-hand sidebar.
- Toggle Email opt-out on.
- Save. The flag takes effect immediately.
What gets suppressed
Once the email opt-out flag is set on a contact:
- Email campaigns that include this contact are suppressed — the contact is silently excluded from the send.
- Auto Queue enrolment is blocked for queues with email actions.
- Automation-driven email sends honour the flag.
Marketing campaigns and automation-driven email sends honour the opt-out flag. Whether a transactional email — booking confirmation, e-signing request — also respects the flag depends on how that specific automation is set up; check with us before relying on it for compliance-critical transactional flows.
Unsubscribe links in campaigns
Email campaigns sent via TrustPager include an unsubscribe link by default. When a recipient clicks it, the email opt-out flag is automatically set on their contact record. You don't need to do anything manually.
Removing an opt-out
If a contact later gives permission to re-subscribe, you can remove the flag — open the contact, find the Communication Preferences card in the sidebar, and toggle Email opt-out off. Keep a record of how re-consent was obtained in case you ever need to demonstrate it.
Troubleshooting
- Campaign still sent to opted-out contact — confirm the campaign was sent after the opt-out flag was set (not before). Check the contact's activity log for the timestamp of the opt-out event.
- Can't find the Communication Preferences card — the card appears on contact pages. If you're viewing the contact from inside an opportunity, look for a link to the full contact record.
- Transactional emails still arriving — this may be expected behaviour depending on how that automation is configured. Reach out if you need compliance-level suppression across all send types.
