Overview: Opt-out fields on contact and CRM cards are now trackable, providing valuable insights into user preferences and communication choices. Users can monitor and analyze these preferences for targeted engagement.
Benefits: The tracking capability enhances the understanding of user behavior and preferences. It enables organizations to tailor their communication strategies, ensuring that users receive relevant information while respecting their preferences.
How it works ?
- Go to a Contact Record
- On Sales & Purchases tab, for example check Phone Opt-out option
-Click Save after checking the option
You can see that the changing about opt-out field is automatically written on chatter.
Tip: All Opt-out fields in the contact: mailing opt-out, Phone Opt-out, Sms Opt-out can be trackable.
Benefits: The tracking capability enhances the understanding of user behavior and preferences. It enables organizations to tailor their communication strategies, ensuring that users receive relevant information while respecting their preferences.
How it works ?
- Go to a Contact Record
- On Sales & Purchases tab, for example check Phone Opt-out option
-Click Save after checking the optionYou can see that the changing about opt-out field is automatically written on chatter.
Tip: All Opt-out fields in the contact: mailing opt-out, Phone Opt-out, Sms Opt-out can be trackable.