Managing Communication Preferences in Tooldesk
This guide explains how Tooldesk handles communication preferences and opt-outs to ensure compliance and respect client preferences.
Automatic Opt-out Features
SMS Opt-outs
Every 30 days, the first text message sent to a client automatically includes "reply STOP to opt-out" at the bottom
When a client replies with "STOP," they are automatically opted out of SMS communications
The opt-out message resets every 30 days for compliance
Email Opt-outs
All emails sent through Tooldesk include an automatic unsubscribe link at the bottom
Clients can click this link to instantly opt out of email communications
Unsubscribe requests are processed automatically
Manual Preference Management
You can manage client communication preferences directly through the Clients tab:
Navigate to the Clients tab
Search for the specific client
Click on the client's name
Open their details
View current subscription status for both email and SMS
Use toggle buttons to:
Unsubscribe from SMS
Unsubscribe from email
Manage all communication preferences
Integration with Jobber
If you manage unsubscribes in your Jobber account, you can:
Use tags to mark unsubscribed clients
Create filters in Tooldesk based on these tags
Apply these filters to:
Campaigns
Automation flows
This ensures consistency between your Jobber and Tooldesk communication preferences.
Best Practices
Regularly review client communication preferences
Honor opt-out requests promptly
Use tags consistently between Jobber and Tooldesk
Apply appropriate filters to campaigns and flows to respect communication preferences
Check client subscription status before manual outreach
Additional Resources
For more information about using filters to manage communication preferences, please refer to our help article on "Using Filters in Tooldesk."