Email Subscription Preferences Management
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--- id: KB-EMAIL-001 module: emailsubscription sub_module: emailsubscription title: Email Subscription Preferences Management category: how-to applies_to: - user_type: both - role: advisor products: - IFANOW Platform platform_area: settings related_workflows: - email-communication - client-notifications depends_on: - KB-SETTING-001 access_level: advisor source: code_extraction source_files: - repo: ifanow-futurewise files: - EmailSubscriptionController.java - EmailSubscriptionService.java last_extracted: '2026-02-17' confidence: medium version: 1 tags: - email preferences - unsubscribe - notifications - communication settings - client emails - subscription management --- ``` ### Section 1: Overview The Email Subscription Preferences feature allows you to manage which types of email communications you and your clients receive from the IFANOW platform, giving you control over notification frequency and content types while maintaining compliance with unsubscribe requests. Key capabilities: • View all available email communication modules and their settings • Check current subscription preferences for specific email addresses • Unsubscribe from specific email types while maintaining others • Retrieve detailed subscription history for compliance tracking • Re-subscribe to previously unsubscribed email categories ### Section 2: Prerequisites and Access **Requirements:** - Active IFANOW advisor account with email management permissions - Valid admin ID associated with your practice - Access to the communication settings area **Navigation:** Settings → Communication Preferences → Email Subscriptions ### Section 3: How-To Steps ## How to View Available Email Modules Check which email communication types are available for subscription management. 1. Navigate to Email Subscription settings 2. Click "View Email Categories" 3. Review the list of available email modules (market updates, client reports, system notifications, etc.) 4. Note the module IDs for reference when managing specific subscriptions The system displays all email categories you can control, along with their current status. ## How to Check Current Email Preferences See what email subscriptions are currently active for specific addresses. 1. Go to Email Subscription preferences 2. Enter your admin ID in the "Practice ID" field 3. Add the email addresses you want to check (separate multiple emails with commas) 4. Click "Check Preferences" 5. Review the returned preference settings for each email type The system shows current subscription status for each email category and address combination. ## How to Unsubscribe from Email Categories Remove specific email types while keeping others active. 1. Access the Email Subscription management area 2. Locate the encrypted unsubscribe request (typically from an email link) 3. Paste the request into the unsubscribe field 4. Click "Process Unsubscribe" 5. Confirm the unsubscription was successful **Warning:** This action is immediate and will stop all emails of the selected type to the specified addresses. ## How to Get Subscription Details Retrieve comprehensive subscription information for compliance or review purposes. 1. Navigate to Subscription Details 2. Enter the admin ID for your practice 3. List the email addresses to review 4. Click "Get Details" 5. Export or save the subscription history as needed The system provides complete subscription and unsubscription history with timestamps. ### Section 4: Rules and Limits • Admin ID must be greater than zero and associated with your practice • Email addresses are validated against spam lists and invalid addresses are automatically removed • Unsubscribe requests must include valid email addresses and module selections • You cannot unsubscribe others from emails without proper admin privileges • Re-subscription requests override previous unsubscribe actions for the same email/module combination • System maintains audit logs of all subscription changes for compliance • Encrypted unsubscribe links have built-in validation and cannot be manually created • Multiple email addresses can be processed in a single request up to system limits ### Section 5: Common Questions **Q: Can I unsubscribe a client from some emails but not others?** A: Yes, the system allows granular control. You can unsubscribe from specific email categories (like market updates) while maintaining others (like account statements). **Q: What happens if I try to unsubscribe an email that's not in the system?** A: The system automatically filters out unrecognized or invalid email addresses and processes only valid ones from your request. **Q: Can I see when someone unsubscribed from our emails?** A: Yes, the subscription details feature provides complete history including unsubscribe dates and re-subscription activity. **Q: Do unsubscribe requests work immediately?** A: Yes, unsubscribe actions take effect immediately and the system confirms successful processing. **Q: Can clients re-subscribe after unsubscribing?** A: Yes, re-subscription requests will restore email delivery for the specified categories and override previous unsubscribe actions. ### Section 6: Troubleshooting **Problem:** "Subscription details not found" error appears **Cause:** Invalid admin ID or no subscription history exists for the requested emails **Fix:** Verify the admin ID is correct and belongs to your practice, ensure email addresses are spelled correctly **Problem:** Unsubscribe request fails with validation error **Cause:** Missing required fields like admin ID, email addresses, or section IDs in the request **Fix:** Ensure all required information is provided - admin ID must be greater than zero, at least one valid email address, and valid module selections **Problem:** Email addresses are being filtered out during processing **Cause:** Addresses are on the spam list or are invalid format **Fix:** Verify email addresses are correctly formatted and not flagged as spam in the system **Problem:** Cannot access subscription preferences **Cause:** Insufficient permissions or invalid admin credentials **Fix:** Contact your system administrator to verify your account has email management permissions ### Section 7: Related Features This feature integrates with the Settings module for admin ID validation and advisor hierarchy management. It connects to the overall notification system that controls when emails are sent to clients and advisors. The subscription management works alongside compliance tracking features that maintain audit trails of all communication preferences.
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--- +++ @@ -1,113 +1,121 @@ ``` -## Overview +### Section 1: Overview -The Email Subscription Management feature allows advisors to control which types of automated emails are sent to clients and manage unsubscribe preferences across different communication modules. This helps advisors maintain appropriate client communication while respecting client preferences and avoiding unwanted emails. +The Email Subscription Preferences feature allows you to manage which types of email communications you and your clients receive from the IFANOW platform, giving you control over notification frequency and content types while maintaining compliance with unsubscribe requests. -• View all available email communication modules and their subscription status -• Check current email preferences for specific client email addresses -• Process client unsubscribe requests from different email types -• Track subscription details and preferences across multiple email addresses -• Generate secure unsubscribe links for client email communications +Key capabilities: +• View all available email communication modules and their settings +• Check current subscription preferences for specific email addresses +• Unsubscribe from specific email types while maintaining others +• Retrieve detailed subscription history for compliance tracking +• Re-subscribe to previously unsubscribed email categories -## Prerequisites and Access +### Section 2: Prerequisites and Access -You need an active IFANOW advisor account with client communication permissions. Navigate to **Settings** → **Communication Preferences** → **Email Subscriptions** to access these features. The system automatically validates your admin ID and manages preferences at the firm level. +**Requirements:** +- Active IFANOW advisor account with email management permissions +- Valid admin ID associated with your practice +- Access to the communication settings area + +**Navigation:** +Settings → Communication Preferences → Email Subscriptions + +### Section 3: How-To Steps ## How to View Available Email Modules -Access the complete list of email communication types available in your system. Go to the Email Subscription section and select "View Modules" to see all available email categories such as portfolio updates, market insights, and administrative notifications. +Check which email communication types are available for subscription management. -1. Navigate to Communication Preferences -2. Click on "Email Modules" -3. Review the displayed list of available email types -4. Note which modules are currently active for your firm +1. Navigate to Email Subscription settings +2. Click "View Email Categories" +3. Review the list of available email modules (market updates, client reports, system notifications, etc.) +4. Note the module IDs for reference when managing specific subscriptions -The system displays all configured email modules with their current status and availability. +The system displays all email categories you can control, along with their current status. -## How to Check Client Email Preferences +## How to Check Current Email Preferences -Review current subscription status for specific client email addresses across different communication modules. Enter the client's email address and your admin ID to view their current preferences. +See what email subscriptions are currently active for specific addresses. -1. Go to "Check Email Preferences" -2. Enter your Admin ID in the provided field -3. Input the client email addresses (multiple emails can be checked at once) -4. Click "Get Preferences" -5. Review the displayed subscription status for each email type +1. Go to Email Subscription preferences +2. Enter your admin ID in the "Practice ID" field +3. Add the email addresses you want to check (separate multiple emails with commas) +4. Click "Check Preferences" +5. Review the returned preference settings for each email type -The system shows which email modules each address is currently subscribed to or has unsubscribed from. +The system shows current subscription status for each email category and address combination. -## How to Process Client Unsubscribe Requests +## How to Unsubscribe from Email Categories -Handle client requests to stop receiving specific types of emails while maintaining their subscription to others. This processes encrypted unsubscribe requests that typically come from email links. +Remove specific email types while keeping others active. -1. Access the "Process Unsubscribe" section -2. Paste the encrypted unsubscribe request (usually from an email link) -3. The system automatically decrypts and validates the request -4. Review the email address and module types being unsubscribed -5. Click "Process Request" to complete the unsubscription +1. Access the Email Subscription management area +2. Locate the encrypted unsubscribe request (typically from an email link) +3. Paste the request into the unsubscribe field +4. Click "Process Unsubscribe" +5. Confirm the unsubscription was successful -After processing, the client will no longer receive emails for the specified modules but remains subscribed to others. The system logs all unsubscribe activities for compliance tracking. +**Warning:** This action is immediate and will stop all emails of the selected type to the specified addresses. -## How to Get Detailed Subscription Information +## How to Get Subscription Details -Access comprehensive subscription details for multiple email addresses under your management. This provides a complete view of all email preferences and subscription history. +Retrieve comprehensive subscription information for compliance or review purposes. -1. Navigate to "Subscription Details" -2. Enter your Admin ID -3. Input all email addresses you want to review +1. Navigate to Subscription Details +2. Enter the admin ID for your practice +3. List the email addresses to review 4. Click "Get Details" -5. Review the comprehensive subscription report +5. Export or save the subscription history as needed -The system displays detailed subscription information including active subscriptions, unsubscribe dates, and module-specific preferences. +The system provides complete subscription and unsubscription history with timestamps. -## Rules and Limits +### Section 4: Rules and Limits -• All email addresses are automatically checked against spam lists and invalid addresses are filtered out -• Admin ID validation is required for all preference checks and modifications -• Email addresses must be associated with clients under your firm's management -• Unsubscribe requests are encrypted and must come through secure channels -• The system maintains logs of all subscription changes for compliance purposes -• Clients can unsubscribe from individual email modules without affecting others -• Resubscription requests override previous unsubscribe preferences when processed -• Empty or invalid email lists will result in request rejection -• Section master IDs must be provided for all unsubscribe operations +• Admin ID must be greater than zero and associated with your practice +• Email addresses are validated against spam lists and invalid addresses are automatically removed +• Unsubscribe requests must include valid email addresses and module selections +• You cannot unsubscribe others from emails without proper admin privileges +• Re-subscription requests override previous unsubscribe actions for the same email/module combination +• System maintains audit logs of all subscription changes for compliance +• Encrypted unsubscribe links have built-in validation and cannot be manually created +• Multiple email addresses can be processed in a single request up to system limits -## Common Questions +### Section 5: Common Questions -**Q: Can clients unsubscribe from some emails but keep receiving others?** -A: Yes, the system allows module-specific unsubscriptions. Clients can stop portfolio alerts while continuing to receive administrative notices. +**Q: Can I unsubscribe a client from some emails but not others?** +A: Yes, the system allows granular control. You can unsubscribe from specific email categories (like market updates) while maintaining others (like account statements). -**Q: What happens when I process an unsubscribe request?** -A: The system immediately stops sending the specified email types to that address while maintaining their other subscriptions and logging the change. +**Q: What happens if I try to unsubscribe an email that's not in the system?** +A: The system automatically filters out unrecognized or invalid email addresses and processes only valid ones from your request. -**Q: Can I see which clients have unsubscribed from specific email types?** -A: Yes, use the subscription details feature to review all email preferences and unsubscribe history for addresses under your management. +**Q: Can I see when someone unsubscribed from our emails?** +A: Yes, the subscription details feature provides complete history including unsubscribe dates and re-subscription activity. -**Q: How do I handle clients who want to resubscribe to emails they previously stopped?** -A: Process a resubscription request through the unsubscribe module, which will override previous unsubscribe preferences and restore email delivery. +**Q: Do unsubscribe requests work immediately?** +A: Yes, unsubscribe actions take effect immediately and the system confirms successful processing. -**Q: Why might some email addresses not appear in my preference checks?** -A: Email addresses are filtered against spam lists and must be associated with clients under your firm's management to appear in results. +**Q: Can clients re-subscribe after unsubscribing?** +A: Yes, re-subscription requests will restore email delivery for the specified categories and override previous unsubscribe actions. -## Troubleshooting +### Section 6: Troubleshooting -**Problem:** Getting "failure message" when checking email preferences -**Cause:** No subscription data found for the provided email addresses or admin ID -**Fix:** Verify the email addresses belong to your clients and ensure your admin ID is correct +**Problem:** "Subscription details not found" error appears +**Cause:** Invalid admin ID or no subscription history exists for the requested emails +**Fix:** Verify the admin ID is correct and belongs to your practice, ensure email addresses are spelled correctly -**Problem:** Unsubscribe request fails to process -**Cause:** Invalid or corrupted encrypted unsubscribe data, or missing required information -**Fix:** Ensure the unsubscribe link is complete and hasn't been modified, and verify all required fields are present +**Problem:** Unsubscribe request fails with validation error +**Cause:** Missing required fields like admin ID, email addresses, or section IDs in the request +**Fix:** Ensure all required information is provided - admin ID must be greater than zero, at least one valid email address, and valid module selections -**Problem:** Email addresses missing from results -**Cause:** Addresses are on spam lists or not associated with your firm -**Fix:** Check that email addresses are valid and belong to clients under your management +**Problem:** Email addresses are being filtered out during processing +**Cause:** Addresses are on the spam list or are invalid format +**Fix:** Verify email addresses are correctly formatted and not flagged as spam in the system -**Problem:** "Subscription details not found" message appears -**Cause:** No subscription history exists for the requested email addresses -**Fix:** Verify the email addresses are correct and have been used for client communications previously +**Problem:** Cannot access subscription preferences +**Cause:** Insufficient permissions or invalid admin credentials +**Fix:** Contact your system administrator to verify your account has email management permissions -## Related Features +### Section 7: Related Features -This feature connects to your firm's overall client communication settings and works with the general settings management system (KB-SETTINGS-001). It integrates with email delivery systems and compliance logging features. The subscription management affects all automated email communications sent through the IFANOW platform, including portfolio updates, market alerts, and administrative notifications. +This feature integrates with the Settings module for admin ID validation and advisor hierarchy management. It connects to the overall notification system that controls when emails are sent to clients and advisors. The subscription management works alongside compliance tracking features that maintain audit trails of all communication preferences.