with those contacts that want to unsubscribe, how do we record them so that they will no longer be contacted? I can delete them from copper, however if later another colleague adds them back in without knowledge that they have unsubscribed previously, and the colleague contacted the person again, it is a real problem.
Best answer by Michelle from Copper
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+7
Hi
Either way, you can create a custom field to record whether they have unsubscribed or not. Here’s an example where we have a checkbox for “Do Not Contact?”
You should also create a dropdown for “Subscription Status.”
To create this field, go to Settings > Customize > Manage Fields on Records > People > Create Field. You’ll get a box to build out your field:
After you click Create Field, it’ll bring you to a list of all the fields you have. By default, the one you just created will be at the bottom. But you can re-order them to make it easier to use.
Hope that helps! :)
thanks for your help there Michelle. Question: say, once you had the contact ticked as Do Not Contact, and your team try to send them an email, will the system notify that this contact is a Do Not Contact or stop itself from allowing the email to be sent out?
+7
One more thing I’d like to mention - my original reply specified a Checkbox field, but you can also use a Dropdown field. This way you can have more options e.g. “Do Not Contact Ever” or “Contact only about their order” etc. And, it’s a little harder to accidentally change a dropdown than a checkbox. But either will work for this purpose.
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