Constituent Opt-In/Opt-Out Preferences in CRM360
From the Opt-In/Opt-Out Selections screen, users can view
all options to which the customer has opted in or out via the web. When a new
opt-in record is created for an interest area, the system creates a record for
the customer. If the customer later opts out of the interest area, an end date
is also updated.
If the Option Type is specific, then the system looks at the
specifics, and compares available interest areas against what the customer has
already opted into or out of.
To add opt-in/opt-out preferences; from the Constituent
Preferences task category in CRM360, click Opt-In/Opt-Out. The Opt-In/Opt-Out
Selections screen displays on the Participation tab.
1. Use the
following options in the Filter section to sort through the records:
·
Opt-In Category: values in the drop-down are
populated based on the codes defined for the non-fixed opt-in system types and
codes.
·
Opt-In Choice: values in the drop-down are
populated based on the subcodes defined for the system types and codes defined
for the opt-in category.
·
Opted-In: indicates whether or not the constituent
has opted in.
2.
Click Add More Options. The Unsubscribed Options screen displays.
3.
The options selected indicate that the constituent has opted into
receiving that option. Select the appropriate options in which the constituent
would like to opt in and click Opt-In. The Unsubscribed Options window
closes and the fields in the Details section of the Opt-In/Opt-Out Selections
are enabled. The Opt-In Category and Opt-In Choice fields automatically
populate with the selected option and are read-only.
Note: To update the changes of an
opt-in selection, the Opt-In Category must be selected on the left.
4. By default, the Opted-In Date is set to today. Change
this if necessary.
5. This option
indicates how the customer wants to receive information about the selection.
6. If users uncheck
the Opted-In checkbox, the Opted-Out
Date automatically populates with the date and users can select the Opt-Out Reason.
7. Enter any Comments, if necessary.
8.
Click Save. 