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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Tracking Email Opt-Ins...
Microsoft Dynamics CRM (Archived)

Tracking Email Opt-Ins and Opt-Outs

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Posted on by Community Member Microsoft Employee

Hey all, so I'm currently trying to make a working opt-in/opt-out type system so that we can track customers email preferences.

My starting idea was to create a new 'Consent Record' activity entity which links to the contacts and tracks whether it was an opt-in/opt-out and for what type of email. These would be created via email upon clicking links that are tracked in our CRM system.

The hurdle I'm facing though is how to base any marketing lists off of this, because Ideally I would do something along the lines of "If contact has an opt-in and not an opt-out then include in list" but I'm drawing a blank on how I could get anything close to this.

Any thoughts on where I've went wrong or how I may be able to get this to work would be much appreciated.

Thanks,

Shaun

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Tracking Email Opt-Ins and Opt-Outs

    Thanks for the reply David, the approach I've went with is basically as you've said. I've got a 'Last *** Consent' lookup field which gives me the required link to the latest consent record thanks to a workflow. It's not my favourite solution as it will mean a load of boolean fields if we decide to expand it but at least it can be done without too much coding on my end which is always a plus.

    I'll leave this open for a while as I'm curios if anybody can come up with a better idea but I'll be sur eto mark yours as the answer if not.

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Tracking Email Opt-Ins and Opt-Outs

    I think you're trying to do 2 separate things. Having a separate entity to track opt-in / opt-out is a good way to this for audit purposes, as you've any easily queryable way to track the history of opt-in / opt-out. However, as you've found, then it's not so useful for actually applying the opt-in / opt-out.

    The way I'd suggest resolving this is to have both the 'Consent record', and a boolean field on the contact for each type of email that indicates whether the user is opted in. You can use a work to update one from the other. Either way around could work, though it depends a bit on your logic if you have both an opt-in and opt-out for the same type of email. The easiest to implement is a last one wins

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