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opt-out-types [2019/10/16 20:27] brittany [“Contact” Opt Out:] |
opt-out-types [2019/10/16 20:31] brittany [“Contact” Opt Out:] |
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* Agents will no longer be able to contact them from the CRM unless the lead is Opted In | * Agents will no longer be able to contact them from the CRM unless the lead is Opted In | ||
- | * Opts out of ALL drip campaigns | + | * Opts out of **ALL** drip campaigns |
- | * Opts out of ALL Eblasts | + | * Opts out of **ALL** Eblasts |
The Opt-In message/alert on the lead will read **"Opted out of agent contact"** | The Opt-In message/alert on the lead will read **"Opted out of agent contact"** | ||
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Opting out of both Notification and Contact will give the alert: | Opting out of both Notification and Contact will give the alert: | ||
- | "Opted out of all contact. Opt back in for: [Agent] or [Property] | + | **"Opted out of all contact. Opt back in for: [Agent] or [Property]** |
{{::agent_property_opt-in-1.png?500|}} | {{::agent_property_opt-in-1.png?500|}} | ||
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This occurs when a lead clicks the link at the bottom of a Drip email | This occurs when a lead clicks the link at the bottom of a Drip email | ||
- | * Opt out from ALL Drip Campaigns | + | * Opt out from **ALL** Drip Campaigns |
- | * This will also prevent them from receiving ALL Eblasts | + | * This will also prevent them from receiving **ALL** Eblasts |
{{::optout_drip.png?500|}} | {{::optout_drip.png?500|}} | ||
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This occurs when the lead click the link at the bottom of an Eblast email. | This occurs when the lead click the link at the bottom of an Eblast email. | ||
- | * Opt Out from ALL future EBlasts | + | * Opt Out from **ALL** future EBlasts |
- | * This will also unsubscribe from ALL Drip campaigns | + | * This will also unsubscribe from **ALL** Drip campaigns |
{{::optout_eblast.png?400|}} | {{::optout_eblast.png?400|}} | ||
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=====Texting Opt-Out===== | =====Texting Opt-Out===== | ||
- | This occurs by clicking the "Opt Out Lead" button in the Text window on the lead's page. | + | This occurs by clicking the **"Opt Out Lead"** button in the Text window on the lead's page. |
{{::screen_shot_2018-02-26_at_11.04.50_am.png?400|}} | {{::screen_shot_2018-02-26_at_11.04.50_am.png?400|}} | ||
- | An activity will be created, "Opted out texting: flase > true" | + | An activity will be created, **"Opted out texting: flase > true"** |
{{::screen_shot_2018-02-26_at_11.05.08_am.png?350|}} | {{::screen_shot_2018-02-26_at_11.05.08_am.png?350|}} | ||
- | The opt-in message appears in the Text window on the lead's page. "Lead opted out of receiving text message." | + | The opt-in message appears in the Text window on the lead's page. **"Lead opted out of receiving text message."** |
{{::screen_shot_2018-02-26_at_11.04.59_am.png?400|}} | {{::screen_shot_2018-02-26_at_11.04.59_am.png?400|}} | ||
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- | leads can no longer receive texts from the Texting Tool. | + | * leads can no longer receive texts from the Texting Tool. |
- | Drip workflows with SMS steps should be put on hiatus when reaching the step. NEEDS VERIFICATION. | + | * Drip workflows with SMS steps should be put on hiatus when reaching the step. **//NEEDS VERIFICATION.//** |