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david_narunsky
david_narunsky
Contributor ⭐️⭐️⭐️
May 17, 2017

Managing Opt Out for Multiple Campaigns

  • May 17, 2017
  • 9 replies
  • 108 views
Is there a way to manage opt-out for different types of campaigns? Ideally, we'd love something that allows
us to set a type for each campaign and a page for opt-out that
allows the customer to choose which list they want to opt-out of, or "all"
if desired.

      9 replies

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      May 18, 2017
      Current functionality doesn't support this use-case,but definitely a good idea to implement .
        ben
        ben
        Helper ⭐️⭐️⭐️
        May 19, 2017
        I would echo this. We have some Outreaches that are operational in nature (i.e. automated renewal notifications). We would want these to operate outside of spam regulations as they are operational. This is a function of emails from the Rules Engine, but not in Copilot. It would be great to have that ability to toggle while in CoPilot as well.

        With that said, I know the lack of this is partially do to our own protection for spam laws. So it a double-edged sword.
        -Ben
          diane_morneau
          diane_morneau
          Helper ⭐️⭐️⭐️
          August 11, 2017
          Any progress on this enhancement? We manage different campaigns for different products and that would allow us to be more granular on exclusions.
            vinaykumar_konduri
            vinaykumar_konduri
            Helper ⭐️⭐️
            August 16, 2017
            Hi Ben,

            We do have the ability to mark templates as operational in CoPilot. Please see the below image.

            diane_morneau
            diane_morneau
            Helper ⭐️⭐️⭐️
            February 23, 2018
            Any progress on this enhancement? We manage 3 products and we need this granularity.
              scott_superko
              scott_superko
              Helper ⭐️
              March 1, 2018
              This is becoming a major issue for us as well.

              The "all or none" opt out setting for Gainsight does not work well as we look to transition more of our campaigns into CoPilot (targeted adoption campaigns, email assists, onboarding campaign, surveys etc.).
              diane_morneau
              diane_morneau
              Helper ⭐️⭐️⭐️
              May 10, 2018
              We continue to have this need to be more granular than 'Opting out' of everything. With GDPR, we need to be able to provide our customers a way to receive the right information, opt-in and out as they wish to. As previously mentioned, we manage multiple products.

              Any update on this enhancement request?
              abhishek_sivaraman
              abhishek_sivaraman
              Helper ⭐️⭐️⭐️
              May 11, 2018
              Hi Dane,

              We do have this in the roadmap to support more granular opt out settings. We will add this to the short term roadmap and prioritize this for a release post June.

              Thanks
              Abhishek S
              R
              rakesh_lingala
              Helper ⭐️⭐️⭐️
              May 13, 2020

              Hello Everyone! 

              Happy to announce that your request has been considered and included as part of the v6.14 release. Gainsight now provides users with more granular control to opt-out specific Contacts/Persons from email communications from the 360 > Person section. To enable users to opt-out specific Contacts/Persons from email communications, an Email Opt-Out field must be added to the Gainsight Person object in the LIST VIEW and DETAIL VIEW tabs of the 360 LAYOUTS page. After the Email Opt-Out field is added to the Gainsight Person object, users can set the value to true for a particular user of a company in the C360/R360 page. 

              This feature is implemented in both SFDC & NXT versions.

              Thanks for posting!

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