Opt Out Quandy
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Hi!
I am having some problems determining best practices for data entry regarding email opt outs. We have people who have opted out of receiving our newsletter or direct mail solicitations, so I thought about marking them as inactive, but we are still going to be (and have permission to) send them more focused emails, such as upcoming events for being members of a group, and we want to have them available for one-on-one communication. Is the best way to just create a bunch of solicit codes and use those? Any ideas?
I am having some problems determining best practices for data entry regarding email opt outs. We have people who have opted out of receiving our newsletter or direct mail solicitations, so I thought about marking them as inactive, but we are still going to be (and have permission to) send them more focused emails, such as upcoming events for being members of a group, and we want to have them available for one-on-one communication. Is the best way to just create a bunch of solicit codes and use those? Any ideas?
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Definitely Solicit Codes or a change to the Phone Type (Email Type). Don't mark someone as Inactive simply because they asked not to receive your emails. Another option is to create a new Email Type and change their Email Type to that new type, something like OPTED-OUT or UNSUBSCRIBED. That will allow you to leave the email address active (because it is valid) and when you use Export to obtain email addresses, don't Export phones of type OPTED-OUT or UNSUBSCRIBED. You could also mark the email address as DNC, but unfortunately that cannot be done via Import which is how I would make Email Type updates like this.0
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In case it help you, this is how granular we get with solicit codes:
NO CONTACT AT ALL
CASL Email Restriction
No African Student Programs Email
No Alumni Association Affinity Partner Solicitation
No Alumni Association Email
No Alumni Association Mail
No Alumni Association Solicitation
No Alumni Careers Program Email
No Annual Fund Email
No Annual Fund Mail
No Athletics Contact
No Athletics Email
No Athletics Solicitation
No BCOE Email
No BCOE Engineering Times Newsletter
No Birthday email
No Chancellor's Associates Newsletter
No Chancellor's Message Email
No CHASS Email
No CNAS Email
No Email
No Emeritus Faculty Association
No GSOE Email
No Invitations
No Living the Promise Email
No Mail
No Palm Desert Email
No Parent Association Email
No Phone Contact
No Planned Giving Mail
No School of Public Policy Email
No SOBA Email
No SOBA Mail
No Solicitation
No Solicitation by Email
No Solicitation by Mail
No Solicitation by Phone
No Solicitation by Phone - Former
No Solicitation Except Year End Mailing
No Solicitation until (temporary restriction)
No Stewardship Email
No Travel Program
No UCR Magazine
No UCR Magazine by email
No UCR Magazine by mail
No VCSA Email
RC - Hold from Solicitation0 -
That's helpful, thank you!Aaron Rothberg:
Definitely Solicit Codes or a change to the Phone Type (Email Type). Don't mark someone as Inactive simply because they asked not to receive your emails. Another option is to create a new Email Type and change their Email Type to that new type, something like OPTED-OUT or UNSUBSCRIBED. That will allow you to leave the email address active (because it is valid) and when you use Export to obtain email addresses, don't Export phones of type OPTED-OUT or UNSUBSCRIBED. You could also marked the email address as DNC, but unfortunately that cannot be done via Import which is how I would make Email Type updates like this.0 -
That makes me feel much better about the number of solicit codes we have, thank you!Lily Barger:
In case it help you, this is how granular we get with solicit codes:
NO CONTACT AT ALL
CASL Email Restriction
No African Student Programs Email
No Alumni Association Affinity Partner Solicitation
No Alumni Association Email
No Alumni Association Mail
No Alumni Association Solicitation
No Alumni Careers Program Email
No Annual Fund Email
No Annual Fund Mail
No Athletics Contact
No Athletics Email
No Athletics Solicitation
No BCOE Email
No BCOE Engineering Times Newsletter
No Birthday email
No Chancellor's Associates Newsletter
No Chancellor's Message Email
No CHASS Email
No CNAS Email
No Email
No Emeritus Faculty Association
No GSOE Email
No Invitations
No Living the Promise Email
No Mail
No Palm Desert Email
No Parent Association Email
No Phone Contact
No Planned Giving Mail
No School of Public Policy Email
No SOBA Email
No SOBA Mail
No Solicitation
No Solicitation by Email
No Solicitation by Mail
No Solicitation by Phone
No Solicitation by Phone - Former
No Solicitation Except Year End Mailing
No Solicitation until (temporary restriction)
No Stewardship Email
No Travel Program
No UCR Magazine
No UCR Magazine by email
No UCR Magazine by mail
No VCSA Email
RC - Hold from Solicitation0 -
You might also consider creating some 'opt-in' codes. We use solicit codes to opt-out and an attribute to opt-in. We created an Attribute and named it Communication Preferences to track those people who don't want this (solicit codes) but do want this (attribute). Under the Communication Preferences attribute we have a list of all the newsletters and other communications we send. This also allows us to capture those who want a mailing, but otherwise wouldn't meet the criteria.0
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