*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
Another post in the series relating to Compliance Profiles, Purposes and Topics. This one is a long awaited final step with the ability to create segments and find people who are opted in (or opted out) of specific Topics. This makes it so much easier to find the right people for those Journeys where you just want to send an email out to all of the people who have asked to be kept up to date about information on a specific Topic. Let’s walk through how to add it in to a Segment.
The first thing to keep in mind is that it’s the EMAIL that is being opted in or out of a segment. This means you may need to create two versions of the same Segment, one for Contacts and one for Leads. Give your segment a name and then pick the audience type.
Add in any of the Contact (or Lead) related attributes you want to use first, then scroll to the Related tables and click on Topics and Purposes.
From here you will need to pick a specific Compliance Profile from the list of any you have in your environment.
Once you have selected the Compliance Profile, you will then be able to pick the specific Topic you wish to filter on. Here we can see we are looking for any Contacts that have Opted In (and we will send) to the Newsletter topic OR those who haven’t Opted In or Opted Out and have no Contact Point Consent record based on your enforcement model (more on this below).
Another way of doing this would be to pull in all Contacts (or Leads) who meet the criteria BUT NOT people who have Opted Out of the Newsletter.
The approach you take will likely depend upon the enforcement model your Compliance Profile uses for Commercial. Consider the right approach for your requirements and organisation.
- Restrictive: Customer opt-in is required for sending messages (emails, text messages, etc.) associated with this Purpose. – the Will send option would return ONLY those with a Contact Point Consent record with the status of Opted In
- Non-restrictive: Unless they explicitly opt-out, customers will receive messages – the Will send option would exclude all those with a Contact Point Consent record with the status of Opted Out, and include all others
Once you have the Segments set up, you can then use them to start off your Journey. Again, remember that you have both Contacts and Leads which will be in two different segments, so you may need to do two different Journeys.
You can also add a Purpose rather than a Topic and select to find people who have Opted In or Opted Out of the Commercial, Tracking or Transactional Purposes.
Check out the latest post:
Creating Personalised Thank You Pages For Realtime Marketing Forms
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