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Customer Insights - Journeys forum

Not sending to contacts that have opted out

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Posted on by 180

Hi

Does the out of the box  customer journey and segments look for contacts automatically that have opted out of receiving emails and not send the email. The only way i have managed to do this is by creating a segment that looks at the opt out field and attach this segment as a suppression list. But what happens if you wish to have another suppression list on other criteria and still want to exclude contacts on the opt out suppression segment?

Brad

  • Karl Maybach Profile Picture
    Karl Maybach on at
    RE: Not sending to contacts that have opted out

    I don't think the journey can be configured to consider that. In that case, you'd probably need to include a clause in your segmentation criteria to find and exclude contacts that have a certain value in that custom field. Or you might create a segment that finds all contacts with the opt-out option set and use that as a suppression segment for the journey, or add the opt-out segment to the start of all journeys, and set Containment method = Exclusion for the opt-out tile (and add another segment to collect contacts that should actually join the journey).

    One problem with all of those methods is that once a contact starts the journey, that contact will stay on the journey until it completes, even if they join the opt-out segment while the journey is running. The do-not-email flags will stop sending emails to those contacts instantly. 

  • Baggie9 Profile Picture
    Baggie9 180 on at
    RE: Not sending to contacts that have opted out

    Thanks Karl

    Would the journey look at a new custom field we created for dynamics marketing preferences opt out not the out of the box opt out field?

  • Suggested answer
    Karl Maybach Profile Picture
    Karl Maybach on at
    RE: Not sending to contacts that have opted out

    Customer journeys respect the contact preferences of each contact, so they won't send messages to any contact that has "Do not allow" set for Email or Bulk Email.

    pastedimage1566200267302v1.png

    More details are here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/prepare-marketing-emails#set-the-legal-designation-to-identify-each-message-as-either-commercial-or-transactional

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