The Goal: Manually unsubscribe a contact from a specific list or committee so they no longer receive its emails, using either the Lists/Committees roster or the contact’s own profile.
Before You Begin:
- You need staff access to view and edit Lists/Committees and contact records.
- Know which list/committee the contact should be unsubscribed from, and have the contact’s name ready.
Step-by-Step Instructions
A contact can be unsubscribed from either the Lists/Committees module or the contact’s Profile section.
Option 1 — Unsubscribe from the Lists/Committees module
For the desired list, click the Roster tab.
- For the contact you wish to unsubscribe, click the pencil icon.
Tick the Do not Email checkbox.
- Click Done.
Option 2 — Unsubscribe from the contact’s Profile section
For the desired contact, select the Profile tab.
In the Lists/Committees section, click the pencil icon for the desired list.
- Tick the Do Not Contact box.
- Click Done.
Common Pitfalls
- Editing the wrong list: When a contact belongs to several lists/committees, confirm you are editing the pencil icon for the correct list before ticking the box — the unsubscribe applies only to the list you are editing, not all of them.