Managing Opt In/Opt Out Of Future Marketing When Loading Leads

Managing Opt In/Opt Out Of Future Marketing When Loading Leads

Managing when capturing new leads
If your customer does not want to be contacted via marketing communication you can un-check the 'Opt in to future marketing communication'.  Un-checking this option will flag the contact record as 'Opted Out' which will stop the contact being emailed a bulk email via Live Leads or Email Campaigns.  The contact can still be send an individual SMS or individual Email Response.




Managing on existing leads
When you are viewing an existing lead you can access the 'Lead Details' section and adjust the customers opt in status by ticking or un-ticking the 'Opt in to future marketing' check box.  Please note this check box is audited so only check this when you have express permission from the customer.  When you update this check box on a lead, it will update on the customer record as well.




Managing Opted Out on Contacts
Changing a contact to opted out by un-checking 'Opt in to future marketing' will automatically flag the customer as 'Opted Out' in the Contact Record.  To view the Contact Record you can select 'EDIT' on the customer section, or go to Address Book and search for your customer using a name, email, mobile, phone or customer ID.  Scroll down to the 'General' section and the button labelled status will enable you to change the contact to 'Opted Out'.  If 'Opted Out' the contact will be prevented from receiving any bulk eDM's or Live Leads, but will still be able to receive individual email or sms responses.




Opt Outs and DMS/CRM Integration
- Marking a lead or customer as Opt In will flag the customer as Opted In within AutoPlay.  Unticking will flag the customer as Opted Out within AutoPlay.  Note that ticking Opt Out will not necessarily mean the contact is marked as 'Opted Out' in your DMS or CRM.  If you have integration between your DMS and AutoPlay you will need to check that this functionality is part of the scope of any existing integration.


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