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Viewing and Updating a Constituent's Opt-in and Opt-out Preferences

Paige Freeman
  • Updated

From the Opt-In/Opt-Out screen, you can view all options to which the customer has opted in or out on the web via the Opt In/Out Preferences control. When a new opt-in record is created for an interest area, the system creates a record for the customer in the CUS_OPT_IN table. If the customer later opts out of the interest area, an end date is also updated in the CUS_OPT_IN record.

If the Option Type is INTEREST_AREA, then the system looks at the "CUS" OPT_IN_INTEREST_AREA App_Code and compares available interest areas against what the customer has already opted into or out of.

You must belong to a security group with at least VIEW permission to the CRM360.CustomerOptIn application in order to view this screen. For more information, please see Constituents Security.

To view the constituent's Opt-In and Opt-Out information, select Opt-In/Opt-Out from the Preferences tab. The Opt-In/Opt-Out screen displays, as shown below. From this screen, you can add a new opt-in/opt-out record, click the pencil icon to edit an existing preference, and/or click the additional options menu and select Delete to remove an existing preference.

Adding a New Opt-In/Opt-Out Record

To add a new opt-in or opt-out record:

  1. From the Opt-In/Opt-Out screen, click the New Opt-In/Opt-Out link in the upper right of the screen.
    The Add New Opt-In/Opt-Out screen displays, as shown below:
  2. Select the Opt-In Category.
    Values in the drop-down are populated based on the codes defined for the non-fixed CUS "OPT_IN_INTEREST_AREA" system type.
  3. Select the Opt-In Choice.
    Values in the drop-down are populated based on the subcodes defined for the codes defined for the non-fixed CUS "OPT_IN_INTEREST_AREA" system type. Please note that if a subcode is NOT defined for a code, the opt-in choice will NOT display in the drop-down.
  4. Select the Deliver To, if necessary.
    This option indicates how the customer wants to receive information about the selection. Options in the Deliver To drop-down are populated based on the value(s) in the Option 1 field of the code(s) defined for the non-fixed CUS "OPT_IN_INTEREST_AREA" system type.
  5. Select the Preference.
    Options include Opted-In or Opted-Out and indicates whether or not the constituent has opted in.
  6. By default, the Opted-In Date is set to today. Change this if necessary.
  7. If you uncheck the Opted-In checkbox, the Opted-Out Date automatically populates with the date and you can select the Opt-Out Reason.
    Values in the drop-down are populated based on the codes defined for the non-fixed CUS "OPT_OUT_REASON" system type.
  8. Enter any Comments, if necessary.
  9. Click Save.