Opt-in fields allow you to manage your contacts' subscription preferences, and thus, to retrieve  explicit consents.

The contact profile displays the opt-ins of each contact, as well as the date and source of the opt-in, which are crucial as proof of consent. These two pieces of information are configured to show automatically in the profile.

Creating a subscription, or opt-in, field is simple: you simply need to specify a code and a name, as the other field parameters are automatically set. Creation of these fields can be done from the project field page or from the consent manager.

Once opt-in fields are created, you need to associate them to one or more communication types in order to define which opt-in is needed by contacts for them to receive your various communication types.


Viewing opt-in fields in contact profiles

Created opt-in fields are added to the profiles of your contacts in a section called Opt-in flags. Note that on activation, these fields are blank (neither subscribed nor unsubscribed).

Unlike standard True/False fields (such as Subscribed? Yes/No), opt-in fields have three possible statuses. A contact can be subscribed, unsubscribed or stateless, which means that the contact has neither subscribed nor unsubscribed to the corresponding messages (usually because the option has never been offered). This third status allows you to easily distinguish a contact who has unsubscribed from one who was never subscribed.

In the profile, you can change the status of each subscription by clicking on the corresponding Subscribe or Unsubscribe link. Note that once you assign a status (subscribed or unsubscribed), it’s not possible to return to the stateless status.


History

An important benefit of subscription fields is that you automatically keep a complete record of all changes. This history helps you better understand the evolution of a contact’s profile, including their preferences on a given date.

Access Path
> Configuration > Project fields
or
> Configuration > Consents

How To

  1. Depending on the window displayed, click on either the Add a field link from the project field page, or on the Add an opt-in link in the consent manager.
  2. In the field addition window, specify a code and a label for each language.
  3. Click Add.


  4. If you make changes, be sure to Save.