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Suggested answer

Consent for different business lines marketing campaigns

Posted on by 212

Hi,

I have a requirement to get consent from customer on subscription unsubscription from different business lines of same organisation? OOB we can opt-out from org but on bu levels can we opt out from selected bu , facing issue on multiselect field and mapping on contact. not even sure about solution.

  • Suggested answer
    Will Genge Profile Picture
    Will Genge on at
    RE: Consent for different business lines marketing campaigns

    Hi Fariha, 

    We are planning to introduce new features with our November 2022 release to Design consent to match brand and compliance needs. The release plan notes have more detail, but the functionality will allow you to: 

    • Create and manage topics for customers to opt-in to marketing subscriptions. 
    • Create topics and preferences centers that align with your brands and business units. 
    • Real-time marketing automatically enforces consent and topic checks without the need to create and manage subscription lists of contacts or leads. 
    • Configure real-time marketing preferences centers that represent your brand's look and feel with new logo, style, and color options. 

    Another option may be to create business units within your organization. You can check out this article for more information on Business Units and how to enable them if appropriate: Create or Edit Business Units. Once enabled, the Use business units to control access to Marketing records article explains how to structure your business units for marketing purposes.  

    Based on your description of what you’re trying to accomplish, you may need to disable Scoping for your business units to enable marketers to send communications to users across different business units. When scoping is disabled for your instance, all segments are scoped at the organization level, regardless of who created or owns them, which means that they can include contacts belonging to all business units. 

    Thanks, Will Genge, PM, Microsoft

     

  • Fariha Asmat Profile Picture
    Fariha Asmat 212 on at
    RE: Consent for different business lines marketing campaigns

    Hi Nya,

    I'm facing a scenario in which Different Business lines(e.g America office, Europe office etc) of the organization using same CRM. We have to run the marketing campaigns for different business lines from the same marketing CRM app. We wabt to take a consent from the contact first that from which business line they would allow to give consent for marketing emails.

    My Business lines are not fixed they can be increased in future. we cannot map a lookup on marketing Form I tried by multiselect option set field on marketing form that  customer can give consent against multiple business lines by selecting multi-select option. but this is also not working on segment query we are facing problem

  • Nya Profile Picture
    Nya 29,056 on at
    RE: Consent for different business lines marketing campaigns

    Hi,

    It's a bit difficult to understand.

    Would you please provide an example about the issue?

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