# Marketing opt-out Management

Opting out of marketing communications is easy with our Whautomate app. Simply include a "STOP" message in the footer section of your template message. When a client wishes to stop receiving marketing messages, they can simply send a "STOP" message to unsubscribe.

**Step 1:** By default, the footer content specified below is pre-populated when creating marketing templates. 👇

<mark style="background-color:purple;">Reply</mark> <mark style="background-color:purple;"></mark><mark style="background-color:purple;">**'STOP'**</mark> <mark style="background-color:purple;"></mark><mark style="background-color:purple;">to unsubscribe from our updates.</mark>

<figure><img src="/files/IAw8taSfhJvSK2joZu3b" alt=""><figcaption></figcaption></figure>

**Step 2:** Go to the **Whautomate app,** Select the **Automation** menu option, and Click the **Add Rule** button to continue.

<figure><img src="/files/XqoybXA4wylMCgtwBDG4" alt=""><figcaption></figcaption></figure>

**Step 3:** Scroll down to find the **Managing Marketing Opt-Out Requests** automation rule and Click the **"Install Rule"** button to continue.

<figure><img src="/files/ibIS5gBrzHCDzX8tBVGv" alt=""><figcaption></figcaption></figure>

**Step 4:** After installing the **Marketing Opt-Out** automation rule, the next step is to setup the **Client and Contact Segment** for sending marketing messages.

{% hint style="info" %}
**How Marketing Opt-Out Automation Work**

* When a client sends a message containing "STOP," "Stop," or "stop" as a standalone word, the automation triggers the opt-out condition based on a regex pattern.
* If the client sends "Stop" followed by additional words (e.g., "Stop marketing"), the regex pattern will not trigger the opt-out condition due to the specified word boundary constraints.
* Upon receiving a Stop message from a client or contact, we automatically apply the "**Unsubscribe**" tag to their profile. This allows for easy identification and segmentation in the Broadcast feature.
  {% endhint %}

<figure><img src="/files/HPxnz8wSM7RblQXUlsYW" alt=""><figcaption></figcaption></figure>

#### **How to stop sending marketing communications to Unsubscribed Clients/Contacts**

**Step 5:** Select the **"Segments"** option under the **Communications** menu section, Then click the **"Add Segment"** button to continue. 👇

Create a client segment for All Clients and Unsubscribed Clients

<figure><img src="/files/CjTpGixX1tVjFoh4Lbnm" alt=""><figcaption></figcaption></figure>

**Step 6:** Enter the Segment Name and Other required details

(i) Select the Exclude Client(s) Tags: Add an **Unsubscribe** tag then **Save** the segment 👇

{% hint style="info" %}
When clients send a Stop message to unsubscribe from marketing updates and notifications, they are tagged as **"Unsubscribe."** Once you save this segment, there's no need for constant editing. The segment automatically excludes clients with the **"Unsubscribe"** tag, ensuring that they are consistently removed from your marketing communications.
{% endhint %}

<figure><img src="/files/nQeb4wFFwdEIhF6LinMp" alt=""><figcaption></figcaption></figure>

**Step 7:** Once saved the segment you can use that segment to send Marketing Broadcast messages.

<figure><img src="/files/SjxMSNrFQrGX9kEKajhz" alt=""><figcaption></figcaption></figure>

**Step 8:** After setting up the **Marketing Opt-Out Automation Rule** and **Client Segment**, take a moment to send a test marketing template to ensure everything is functioning as expected.

<figure><img src="/files/c62g5skhL3W7sGTY7LXC" alt=""><figcaption></figcaption></figure>

**Step 9:** Once you've sent the Stop message, navigate to check the recipient counts in your Broadcast client segment. You'll notice that the client has been automatically removed from the segment list. 👇

<figure><img src="/files/8fEOivh7iQPcqdIFWIDg" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If clients or contacts wish to receive updates again, they can click the **"Resubscribe"** button or send a "RESUBSCRIBE" message. This will automatically remove the "Unsubscribe" tag and add the client back to the marketing segment list.
{% endhint %}

<figure><img src="/files/e8MiDPPCm60kDmdDJiq9" alt=""><figcaption></figcaption></figure>


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