How to Create a Smart Unsubscribe & Preferences Page in HighLevel

If you're using HighLevel and want more control over how people unsubscribe from your list, this one’s for you. I’m Lisa Catto, HighLevel certified admin and automation architect based in the UK, and in this video, I walk through how to build a simple preferences centre using forms, funnels, and smart automation.

Instead of losing contacts completely, you can give people the option to manage what they receive - weekly updates, occasional promos, or none at all -without affecting your entire list health. You’ll see how to build the form, link it to a funnel, embed it properly in your emails, and automate the tagging and DND logic to keep your CRM tidy.

This approach improves deliverability, keeps your data accurate, and gives subscribers a better experience - all natively inside HighLevel.

I also recommend pairing this with List Defender to keep your list clean and protected: http://getcatalyst.app/defender

Come find me in the HighLevel Directory https://directory.gohighlevel.com/lon...

Checklist

1 Add that form to a funnel page to act as your unsubscribe or manage preferences page
2 Create a Trigger Link to connect the funnel to your emails
3 Switch off "Make Email Compliant" in your business profile settings
4 Embed the Trigger Link into your email templates
5 Set up workflows to manage unsubscribes and resubscribes using tags and DND settings
Add optional automations for internal notes or follow-ups

Use List Defender alongside this setup to protect your sender reputation: http://getcatalyst.app/defender

This gives you full control of the unsubscribe journey without losing valuable contacts unnecessarily.