Any way to turn off default email interests?

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Adrian Cotter
Adrian Cotter ✭
Ancient Membership Facilitator 2
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions

When a constituent registers with us in Convio, they are automatically assigned 4 default email interests. It doesn't matter if they are using the main registration form, advocacy, a survey, or personal events, they are always assigned these interests.

Now we have a case where we do not want the constituent to have those default interests. I can't seem to find a way to do this neither through a survey nor the constituent management API (there is a remove_interest_ids parameter, but it does not seem to work).

Is it possible, or is there any possible workarounds (create the ID, then update it to remove the interests, possibly)?

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Comments

  • c.stauffer
    c.stauffer ✭
    Ancient Membership Facilitator 1

    Adrian,

    What is the structure of the Task that is attaching email interests to your new registrants?

    Christian

  • Adrian Cotter
    Adrian Cotter ✭
    Ancient Membership Facilitator 2
    c.stauffer :

    Adrian,

    What is the structure of the Task that is attaching email interests to your new registrants?

    Christian

    Hey Christian,

    I'm not quite sure what you mean. An email interest can be set as a "default interest" when you manage an email interest in Convio.

  • c.stauffer
    c.stauffer ✭
    Ancient Membership Facilitator 1
    Adrian Cotter:

    Hey Christian,

    I'm not quite sure what you mean. An email interest can be set as a "default interest" when you manage an email interest in Convio.

    Did you set up these interest categories in the first place, or are they part of some site default setting?

  • Jimmy Cudzilo 3
    Jimmy Cudzilo 3 ✭
    Ancient Membership First Reply

    When you are in the Interest Info screen for each of the four interests, there is a check box titled "Default Interest: [] Yes, make this a default interest for all registered users." If that is checked, then you will need to uncheck it. Now NEW users will not be automatically assigned to the newsletter(s).

    To REMOVE the interest from a list of users, go to your Import/Export within the Data Management tab. In the application area click on the - All Data Sync Operations - tab. In there you should see an operation called Segmentation Upload. You'll need to have a CSV file with ID (or e-mail address), the Interest Code (found on the Interest Info screen), and the Opt-In option (in this case "FALSE" for everyone).

    PRIMARY_EMAILEXT_CAT_IDOPT_INuser@theirdomain.com1024FALSEuser@theirdomain.com1025FALSE

    Note that you can remove multiple interests from the same record/or multiple records with one file using this method (you don't need to upload a different file for each interest). In my example above, I removed two interests from one constituent's record.

    You should be able to upload this list and remove the interest and the subscription along with it.

    Good Luck!

  • Adrian Cotter
    Adrian Cotter ✭
    Ancient Membership Facilitator 2
    Jimmy Cudzilo:

    When you are in the Interest Info screen for each of the four interests, there is a check box titled "Default Interest: [] Yes, make this a default interest for all registered users." If that is checked, then you will need to uncheck it. Now NEW users will not be automatically assigned to the newsletter(s).

    To REMOVE the interest from a list of users, go to your Import/Export within the Data Management tab. In the application area click on the - All Data Sync Operations - tab. In there you should see an operation called Segmentation Upload. You'll need to have a CSV file with ID (or e-mail address), the Interest Code (found on the Interest Info screen), and the Opt-In option (in this case "FALSE" for everyone).

    PRIMARY_EMAILEXT_CAT_IDOPT_INuser@theirdomain.com1024FALSEuser@theirdomain.com1025FALSE

    Note that you can remove multiple interests from the same record/or multiple records with one file using this method (you don't need to upload a different file for each interest). In my example above, I removed two interests from one constituent's record.

    You should be able to upload this list and remove the interest and the subscription along with it.

    Good Luck!

    Thanks Jimmy,

    The problem is not that we don't know how to turn them off, but that we wanted them turned off for a particular class of users as they register.

    The only clear way it seemed to do this would be through the Convio API, during CreateUser using remove_interest_ids

    But this did not seem to work.

    But in any case, the more we thought about this, the more problems that then arose -- for instance, we at some point would want to turn those back on, selectively. But then you have to differentiate between people who had them turned off because of where they registered, versus people who were opting out of that interest.

    It quickly becomes a morass of logic, or have some complicated scheme to manage it.

    In the end, we have decided to not worry about turning them off, but just to be certain that class of users knows what they might receive, and give them the clear option to opt out of email.

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