Global Subscription Status

For the Mass update of global subscription status do the following Go to Lists > Mass Update > Mass Updates. Expand General Updates, then click Company, Customer, Partner, or Vendor. Set criteria for the users we want to update. On the Mass Update Fields subtab, check the Global Subscription Status box. Select the status which want to set: Soft… Continue reading Global Subscription Status

Global Subscription Status

The only two choices you can set manually are soft opt-out and soft opt-in.  The Global Subscriptoin Status field only affects email sent via campaigns and bulk merge. from the online help: Confirmed Opt-In – When an email recipient has indicated that they want to receive your campaign messages, they are assigned this subscription status.… Continue reading Global Subscription Status

Set Default Global Subscription Status for Customers Created from Website

Scenario: User would like to identify the settings on how to set Global Subscription Status for customers created from website. Solution: Navigate to Setup > Marketing > Marketing Preferences Click General tab  Unsubscribed to Marketing By Default  Check this box if user wants new Customers, Employees, Partners, and Vendors to have their Global Subscription status set to Soft… Continue reading Set Default Global Subscription Status for Customers Created from Website

How to enable Global Subscription Status Field in Entity Record?

To enable the Global Subscription Status field, it is required to enable the feature “Marketing Automation”. Solution Navigate to Setup > Company > Enable Features Click CRM Marketing Automation: Check the checkbox. Click I Agree Click Save   To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps: Navigate to Setup > Marketing > Marketing Preferences Unsubscribed to Marketing By Default: Remove… Continue reading How to enable Global Subscription Status Field in Entity Record?