JIRA CODE : SQUIP-346
Requirement
if the customer email has a hidden global subscription status somewhere?
if ‘customers’ do have a global subscription status then can we please make it so that we can view it and change it like we can do for contacts.
At the moment under the marketing tab on a Customer, there is no ‘Subscription’ section. This is only on Contacts. Could this be added to the customer?
The customer emails must take the global subscription status from either the first contacts under relationships or joint of all of the contacts.
Why this requirement- email address karuna@tdm.co.nz who is the customer email address and is not a contact. She received the email sent to the ‘workshop list’ this list is people that have ‘workshop’ ticked in the global subscription status. So I looked at the other lists this email is subscribed to and it is subscribed to all the lists that the other contacts are.
Solution
The request regarding the Global Subscription Field is analysed.
Regarding, if the customer has a hidden Global Subscription Field, if the checkbox for ‘Unsubscribe to Marketing by Default’ inside the setup>marketing>marketing preference is unchecked, then the customer will have Global Subscription Soft Opt-In selected by default.
There is global subscription status for customer. But the field is not displayed. It is hidden.
On analysis found that in the customer record the global subscription status is found in the subscription sublist inside the marketing subtab. But the subscription sublist was hidden in the customer form.
We can add the subscription sublist in the customer record inside the marketing subtab. There we can add the global subscription status and check the subscription we want.
The Global subscription is made to display in the marketing subtab of customer record by activating it in the customer form.
A user event script JJ_UE_Globalsubscriptionstatus_SQUIP-394 is added to the contact record.
in that after submit status is loaded. So whenever contact record is submitted the script runs. So if global subscription status changes in the contact record, it will search for the customer record with same email id of the contact record if there it will compare the Global subscription status of that customer record and change the subscription status which is same as the contact record.
So If the subscription of contact changes then it will change the customer’s subscription status which has same email id.