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Email opt-in change through external forms

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Posted on by 20

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 

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Email opt-in change through external forms

    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.

    3782.JPG

    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

    pastedimage1603961458905v1.png 

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

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

    pastedimage1603961674620v3.png

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

    pastedimage1603961830194v4.png

    8484.JPG

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

    pastedimage1603962054389v5.png 

    Result

    pastedimage1603962092731v6.png

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

    pastedimage1603962220177v7.png

    Regards,

    Clofly

  • DSS Dynamics Profile Picture
    DSS Dynamics 20 on at
    RE: Email opt-in change through external forms

    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 :)

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Email opt-in change through external forms

    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

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