Email Preferences in Booknetic
Let customers control which workflow emails they receive with secure unsubscribe links, customer panel controls, and per-workflow email preference management.
Categories
Email Preferences gives your customers control over which workflow emails they want to receive. You can offer a secure unsubscribe page, allow preference management from the Customer Panel, and manage each customer’s subscriptions directly from the admin side.
Overview
This add-on stores unsubscribed workflow choices per customer and applies those choices when Booknetic runs workflow email actions. It is designed for teams that want cleaner email communication and fewer unwanted reminders.
Requirements
- Booknetic with active workflows that include email actions.
- Email Preferences add-on enabled for your tenant/site.
- Permission to access Email Preferences settings and customer tabs.
Configure Email Preferences Settings
- Go to Settings > General Settings > Email Preferences.
- Select an Unsubscribe Page (a published WordPress page).
- Add the shortcode
[booknetic-unsubscribe]to that page. - Set Unsubscribe link expiry (days) (from 1 to 365; default is 30).
- Optionally enable Enable preferences tab in Customer Panel.
Optionally enable Restrict unsubscribe to specific workflows and select workflows.
- Save settings.
Settings Reference
| Setting | What it does |
|---|---|
| Unsubscribe Page | Defines where customers land when they click the unsubscribe link. |
| Unsubscribe link expiry (days) | Controls how long the secure token in the unsubscribe URL remains valid. |
| Enable preferences tab in Customer Panel | Shows an Email Preferences tab for logged-in customers. |
| Restrict unsubscribe to specific workflows | Limits customer-facing options to selected workflows only. |
Add Unsubscribe Link to Workflow Emails
Use {unsubscribe_link} in your workflow email templates. During delivery, Booknetic replaces it with a signed, expiring URL for the target customer.
Manage Preferences from Admin
- Open Customers and select a customer.
Open the Email Preferences tab.
- Toggle each workflow between subscribed/unsubscribed state.
- Use Check all / Uncheck all for faster edits.
- Click Save.
Customer Experience: Unsubscribe Page
- Customer clicks the unsubscribe link from an email.
- The token is verified.
Visible workflow email options are listed.
- The customer updates selections and clicks Save Preferences.
Customer Experience: Customer Panel
If enabled, customers can manage the same preferences from their Customer Panel account. In SaaS mode, preferences are shown per tenant/company group.
How Filtering Works
- The add-on checks preferences during workflow action execution.
- If a customer is unsubscribed from a workflow, the related email action is skipped.
- Other channels (such as SMS, WhatsApp, Telegram, etc.) are not controlled by this add-on.
Troubleshooting and Notes
- If no unsubscribe page is selected,
{unsubscribe_link}resolves to#. - Expired or invalid tokens show an error on the unsubscribe page.
- Workflow restrictions apply to customer-facing preference screens.
- The admin customer tab lists active email workflows for direct management.