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Allow access to Opt-Out configurations for Users (Person) via Rules Engine

Related products:CS Rules Engine
  • January 14, 2025
  • 2 replies
  • 25 views

travis_floyd

We have multiple communications applications in our organization.  Gainsight JO being mainly for CS and Marketo for Sales/Marketing Comms.  Our customers want to have their Opt-Outs honored across ALL of our platforms…. they do not see us independently by our departments but as a single company.  We need the ability to synchronize similar Opt-Outs between systems.  To do this we need programatic access to Opt-Outs via the Rules Engine, so we can ingest and update Opt-Outs from other systems into JO Opt-Outs, and also to export our Opt-Outs to other systems for the same purpose.  We could use a common connected system such as Salesforce for the data, or a CSV via the S3 bucket, but require access to the Opt-Out data via Rules Engine.

2 replies

alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 659 replies
  • January 14, 2025

It’s a legal requirement in many geos. 


ltsponhour
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  • Contributor ⭐️⭐️⭐️⭐️
  • 29 replies
  • February 27, 2025

We’re in a similar situation with Marketo. In addition, we are being asked more frequently to opt out people manually. They are wary of clicking the Unsubscribe link on emails and instead inform their CSM to opt them out.


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