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Customer experience | Sales, Customer Insights,...
Suggested Answer

New leads mapping as Do not allow bulk emails

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Posted on by 90

Hi all,

I am working on a new Customer Journey (and confess I'm new to it) and have a problem with the permission mapping. The field is called "Do not allow bulk emails" so a positive response would seem be mapping as "Yes, I don't want emails" - which is not what's intended. We shouldn't simply label the field the other way around (presumed consent running against GDPR and it's UK equivalent).

Screenshot-2021_2D00_01_2D00_18-at-21.51.15.png

Ticking that second box has the effect of blocking all emails, which given that it's on a form to register for an event is not very helpful!

Is there a way to 'invert' the field, so that ticking it will map to 'Allow' instead of 'Do not allow'?

Thanks

Nick

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  • Suggested answer
    Aga M Profile Picture
    on at

    Hi nickellis74,

    Thank you for your feedback and suggestion!
    I've shared this with my colleague from the Product team.

    Should you have more ideas how to improve Dynamics 365 for Marketing - please add your ideas to our Idea portal (Categories (dynamics.com))

    Best Regards,

    Aga

    //Please mark as Yes if this answers your question. 

  • cloflyMao Profile Picture
    25,210 on at

    Hi Nick,

    Thanks for your feedback!

    I am afraid that value of the field "Do not allow bulk emails" is not supported to invert, which is by design. :( 

    Allow -> 0 -> Unchecked  

    Do Not Allow -> 1 -> Checked -> "Yes, I don't want emails"

    (We can see the value attribute is grey out in field editor.)

    pastedimage1611048032100v1.png

    Workaround: You could create a custom Two Options field to replace the default "Do not allow bulk emails" field and add it to your marketing form, then trigger workflow to invert the default field: (On update of Contact entity.)

    If custom field is 0(uncheck "I agree to receive..."), set the default field to 1(Do Not Allow).

    If custom field is 1("I agree to receive..." is checked), set the default field to 0(Allow).

    Regards,

    Clofly

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