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Preference links are token-scoped A preference link from an email updates email choices without exposing the customer’s broader account history. It always opens in the seller’s branded page, not inside the portal, and it only affects that account’s email choices.
Use the Email preferences page to turn optional emails from the seller, such as payment reminders or monthly statements, on or off. Order confirmations, invoices, receipts, and other transactional emails always stay on. Where: Customer Portal > Notification Preferences You can reach the page two ways:
  • Signed in: open Profile in the portal navigation, then select Manage email preferences (“Order updates, shipping notifications, reminders, and digests”). The page opens on its own with a back arrow (Back to profile) instead of the portal navigation.
  • From an email: select Manage email preferences in the footer of a customer email. The page opens with the seller’s branding and needs no sign-in. The link only changes email choices for that account.

Change Your Email Preferences

  1. Open the page. The header reads Email preferences with “Choose which emails you would like to receive” and the account email the choices apply to.
  2. Review the three groups:
    • Transactional, tagged Always on: “Order confirmations, receipts, and other emails required for the orders you place. Cannot be disabled.” Each email in it, such as Order confirmations, Shipment notifications, Invoices, Payment receipts, and Return authorized (RMA), shows Always sent instead of a switch.
    • Reminders: “Payment reminders, expiring credit notices, and similar nudges.” Switches for Payment reminders, Card expiring soon, Credit memo expiring soon, Pickup reminders, and Late shipment notifications. These start on.
    • Digests & marketing: “Periodic summaries and optional updates.” A switch for Monthly AR statements, which starts off.
  3. Turn switches on or off. A bar appears with the number of unsaved changes, for example 1 unsaved change. Turning a switch back to where it started removes it from the count.
  4. Select Save preferences. You see Saved 1 preference (or the number you changed), and the bar disappears.
Customer portal Email preferences page with locked transactional rows, optional account update toggles, unsaved change count, and Save preferences button

Transactional emails stay locked on. Optional reminders and account updates can be changed and saved by the customer.

What Saving Does

  • Future emails follow your choice. The seller’s system checks the preference before it sends each optional email to your account, and skips the ones you turned off.
  • Transactional emails still send. Your choice never stops an order confirmation, invoice, receipt, or other required message.
  • The change is recorded with the time and whether it came from the signed-in portal or an email link, and the seller’s activity history notes it.

The Bottom Of The Page

The last card says: “You will still receive transactional messages required by law (order confirmations, receipts, shipment notifications). To stop those too, contact the seller directly.” Below it:
  • From an email link: Unsubscribe from all opens the unsubscribe page described below.
  • Signed in: Email seller to unsubscribe opens an email to the seller asking to be removed from all email lists.
  • The seller’s support email address, when they have one.

Use Manage Email Preferences From An Email

Customer email footers may include Manage email preferences. That link opens a public preference page with seller branding, recipient email, email categories, locked transactional rows, optional template toggles, and a save bar when changes are pending.
Token-based customer email preferences page with seller branding, recipient email, locked transactional rows, optional product update toggle, unsubscribe action, and support email

Token preference links are for email choices only. They do not create a full portal session.

  • Always sent: operational emails that stay locked on.
  • Optional toggles: non-required reminders or updates the customer can change.
  • Save preferences: changes are recorded only after saving.
  • Unsubscribe from all: customers can move from preferences to the unsubscribe page when the link supports that action.

Use The Unsubscribe Page

The unsubscribe link opens a focused page for the recipient and template from the email. The customer can unsubscribe from that email type or from all optional emails from the seller. The page confirms the email address and company before the customer chooses.
Customer unsubscribe page showing company name, recipient email, Product Updates template choice, Unsubscribe from Product Updates button, and unsubscribe from all button

The unsubscribe page is intentionally narrow. It does not show account history, documents, orders, or payment data.

What Happens After Unsubscribe

When the customer confirms, Arcus records an opt-out for that email address and seller. Future eligible sends check that preference before sending. The confirmation page also offers a re-subscribe action for customers who clicked by mistake.
Customer unsubscribe confirmation page showing success message, affected email address, affected template, and Re-subscribe button

The confirmation tells the customer what changed and gives them a safe way to reverse the action.

Do not promise that every email stops Unsubscribe and preference toggles apply to optional or allowed customer emails. Required transactional messages, such as receipts, shipment confirmations, password resets, or legally required notices, may still be sent when needed.

Preference Edge States

Messages You Might See

Staff Checklist

  1. Confirm the customer clicked a recent email link, not an old forwarded link.
  2. Confirm the recipient email address is the one the customer wants changed.
  3. Use the email log to verify which template produced the footer link.
  4. Explain the difference between optional email preferences and required transactional emails.
  5. For broad removal requests, confirm whether the customer wants only marketing updates stopped or all optional messages stopped.
Use account communications for staff-led changes If a customer cannot use the link, update the account communication preference from the account record or document the request for the team that owns email settings.

Common Blocks

  • Link is expired or invalid: resend a current customer email or update the preference from the account record.
  • Customer sees the wrong email: verify the email was not forwarded from another recipient.
  • Customer still receives receipts: explain that required transactional emails can still be sent.
  • Customer wants portal access: send the portal login or registration flow instead of a preference link.
  • Customer unsubscribed by mistake: use the re-subscribe action when available, or update account communication preferences from Arcus.

Portal Documents and Email Preferences

Help customers download visible documents and manage optional email preferences from the portal.

Customer Portal Overview

Understand portal login, dashboard, customer navigation, setup requirements, and account-scoped visibility.

Portal Sign In and Registration

Help customers sign in with email and account number, register for portal access, and recover from expired links.

Documents and Email Settings

Configure PDF terms, document numbering, sender identity, notification toggles, templates, and quote expiration.

Email Log and Account Communications

Use the email log, preview/resend tools, and account communication preferences.

Portal Profile and Addresses

Help customers review portal profile fields, manage addresses, and understand what requires staff help.