Opt-Out types

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“Notification” Opt Out:  

This occurs when the lead clicks the Opt-Out link at the bottom of a property update email, market report emailor the initial signup email

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  • Opts out of property update emails
  • Opts out of market report emails
  • Opts out of drip campaign emails
  • Opts out of ALL Eblasts

The Opt-In message/alert on the lead will read "Opted out of property contact."

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Opting out of both Notification and Contact will give the alert:

"Opted out of all contact. Opt back in for: [Agent] or [Property]

Agent_Property_Opt-In.png

 

“Contact” Opt Out:  

This occurs when you click the Opt Out message from an email sent directly from an agent in the CRM.

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  • Agents will no longer be able to contact them from the CRM unless the lead is Opted In
  • Opts out of ALL drip campaigns
  • Opts out of ALL Eblasts

 The Opt-In message/alert on the lead will read "Opted out of agent contact"

contact_Opt-In.png

Opting out of both Notification and Contact will give the alert:

"Opted out of all contact. Opt back in for: [Agent] or [Property]

 

Agent_Property_Opt-In-1.png 

Drip Opt-Out:  

This occurs when a lead clicks the link at the bottom of a Drip email

  • Opt out from Drip Campaign emails
  • This will also prevent them from receiving ALL Eblasts

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EBlast Opt-Out:  

This occurs when the lead clicks the link at the bottom of an Eblast email.

  • Opt Out from ALL future EBlasts
  • This will also unsubscribe from Drip campaign emails

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Texting Opt-Out

This occurs by clicking the "Opt Out Lead" button in the Text window on the lead's page, or by the lead texting the word 'STOP'

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An activity will be created, "Opted out texting: false > true"

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The opt-in message appears in the Text window on the lead's page.  "Lead opted out of receiving text messages."

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  • Leads can no longer receive texts from the Texting Tool.
  • Drip workflows with SMS steps should be put on hiatus when reaching the step

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