CLEO Release Notes
Production Release, June 19, 2024
Target Release Date: June 19, 2024
We updated CLEO to meet new email compliance requirements. These requirements are being deployed by Google and Yahoo and are intended to cut down on unwanted email. Complying with these requirements helps ensure that your emails are deliverable to all your customers.
The information below applies only to individual or workflow emails sent from CLEO.
What is changing?
1) A one click unsubscribe link will appear in the footer of each email sent from CLEO. This link cannot be changed or removed.
2) The email template header has been updated with one click unsubscribe code required by Google to email Gmail accounts.
3) CLEO has been updated so that when a recipient clicks the unsubscribe link, they are directed to a “you’re unsubscribed” landing page. The recipient's email preferences are then updated in CLEO:
a) Email Active flag is unselected
b) Do not back-market flag is selected
c) Customer Email is unselected in the Communications widget
d) Notes are added to the Change Log reflecting the changes made to the user’s email preferences
Please note:
Once an email address is inactivated, it is not searchable in Customer / Lead / Omni search.
A customer’s email preferences can be updated manually if the recipient unintentionally unsubscribed. Simply reverse the actions taken in steps a-c above. However, re-subscribing a recipient’s email must be by their written request.
If you would like more detail (with screenshots) of the changes, check out this user guide.
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