How to handle opt-out groups?

Esther Pomeleo-Fowler

Question

We're changing security categories to match that of the chapters --  should the security categories be center-specific and how do the center opt-outs relate to the general opt-outs for the entire company?

Response

When you create an Interest via Constituent 360 > Interest > you determine what security category it is in. If a constituent clicks an email link to Change their Profile, they only see the Interest in that security category and in General security category.

Now back to the Constituent 360 > Interest. If you create the Opt-ins and Opt-out groups, the security category of the group should be changed to that of the Chapter. That way, your Admins can only email those constituents that are in Groups with the security category of their chapter or General.

Keep in mind that a constituent can unsubscribe to your whole organization (you can tell by looking at the Accept Email field in the constituent record), without unselecting the Interest.

If a constituent unselects an interest in their Constituent Profile, it puts them in the Opt-out Group. Also, if they select to be included in the Interest, then they are included in the Opt-In Group.

When you create an Interest (assuming it is not a default interest for all), then a constituent is only included to be in one of the scenerios at a time:

-They appear in the Interest opt-in Group through their own action or through an email you put a hidden interest or a query update

-They appear in the Interest opt-out Group because they unselected not to be included in the interest or you made an action to remove them from the interest

-They are not member of either group because they were created before the interest, or you/they have not updated their record manually or they have not taken an action to be included/excluded from the groups.