The opt-in options are defined in the General Configuration - Lists page Customer Communication Preferences list.
The options are displayed in the Customer Services - Customers|Basic page and the online user's My Account page. Customers can login to their online accounts to opt-in to all of the email marketing lists at once (or select the lists that they want to opt-out of). Customers can also opt-in to individual email marketing lists by clicking the unsubscribe links that they receive in each email. For more information, refer to Creating a Single Click Unsubscribe Link
Each value in the Customer Communication Preferences list is associated to an email marketing list (Theatre News, Discount Tickets, Music News), and each email marketing list has its own opt-out options.
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Warning If your organization is using both the Customer Communication Preferences and the Customer Marketing Preferences lists, ensure that the entries for each are not the same. |
To configure your customers to receive email marketing messages:
1.Open General Configuration from the Desktop.
2.Select the Lists tab.
The Lists|Search page appears.
3.Search for and select the Customer Communication Preference list.
The List|Basic page appears.
4.Select the Entries tab.
The List|Entries page appears.
5.In the 'Key' field, enter the unique identifier for the value that you are adding to this list.
6.Click 'Add Entry'.
The new entry is added to the list entries table.
7.In the English column, specify the value that you are adding to the list.
8.Optionally, you can enter a number in the 'Sorting Hint' field.
This will determine the order of the list’s entries in fields and dropdowns.
9.For any additional values that you are adding to the list, repeat the process from Step 5.
10.Click 'Apply'.
A window confirms that the list was updated.
11.Click 'OK'.
The entries that you have set will now be displayed on customers' Customer Services - Customers|Basic page and the online users' My Account page under the heading Customer Communication Preferences. A selected check box indicates that the customer would like to receive the email marketing communications. To create a mailing list that includes all of the customers who have opted-in to receive email messages, you must create a Business Intelligence query with the following criteria. For more information, refer to Do Not Mail List - Customer Marketing Preferences.
