Customer experience | Sales, Customer Insights,...

Email opt-in change through external forms

(0) Share

Report

Posted on by DSS Dynamics

Hello

We are building an external form and would like to pass the email opt-in or out value to Dynamics through a check box on the external form as Yes or No. How can we do that... The documentation says the value for the DoNotEmail field is boolean... We have passed both true or false and nothing changed https://docs.microsoft.com/en-us/previous-versions/dynamics-marketing/developers-guide/dn841893(v=mdm.8)

When we look at the field DoNotEmail as a field type is says it has Two Options, but the values seem to be opt-in true/false and opt-out true/false does that mean we need to set two fields not one?

Appreciate any guidance here.. the form is built on an external marketing automation tool that passes the data to dynamics...

Thanks

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

cloflyMao 25,210 on at

Like (0)

Report
Copy link

Link copied!

Hi Partner,

Form field will be added to marketing form and it is mapped to a specific field of Contact or Lead.

In Dynamics 365 for Marketing, the form field record "Do not email" has been mapped to "Do not allow Bulk Emails" field of Contact.

It will be rendered as a checkbox element, and the "Two option" field type indicates that the form field is mapped to a boolean type field.

https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-fields#field-type-and-format-options

In a word, form field is different from field of entity.

In customization menu of Contact entity, we can see the actual mapped field.

The mapped field has been also added to Contact form > Details tab > CONTACT PREFERENCES section.

We just need to drag the corresponding form field to custom subscription center form.

Result

If we submit the form with "Do not email" checked, Bulk Email field of contact will be set to "Do Not Allow".

Regards,

Clofly

Was this reply helpful? Yes No
DSS Dynamics 20 on at

Like (0)

Report
Copy link

Link copied!

Thank you for replying..... In the setup we have for D365 we do not see the donot bulkemail field ... in all cases.. the issue is that we are unable to change the values ... so we pass true or false and the donotemail field remains the same ... should we pass a different value and what that would be ?

thanks again :)

Was this reply helpful? Yes No
Suggested answer

cloflyMao 25,210 on at

Like (0)

Report
Copy link

Link copied!

Hi Partner,

You should use "DoNotBulkEmail" field instead.

Please refer to answer of the following thread to learn about difference between DoNotBulkEmail and DoNotEmail.

https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/378814/allow-email-vs-allow-bulk-email

We only need one "Two Options" type field, and just notice that "true" represents "Do not allow bulk email".

Regards,

Clofly

Was this reply helpful? Yes No