• Replies 28 replies
  • Subscribers 334 subscribers
  • Views 1264 views
  • Users 0 members are here
Related

Contact Permissions - share your setup

David Geoffrey Hall
$organization

Roll up, roll up - who's using contact permissions and would you care to share your setup?

We are migrating to Contact Permissions and in looking around, it seems there are two approaches: a top-level channel approach and then a more granular approach.

Some questions for you:

  • Are you using contact permissions for top-level preferences? For example, email/phone/mail?
    • In this case, how to you manage a single list unsubscribe?
    • What about a global unsubscribe?
  • Or/and are you using them for granular preferences? For example, your regular enewsletter, donor comms, that kind of thing?
    • In this case, how to you manage a single list unsubscribe?
    • What about a global unsubscribe?
  • Are you doing it some other way?

The cleanest way I have scoped out would be a mix of contact permissions alongside contact point purposes.

Contact Permissions: mail, email, phone (and anything else)
Contact Point Purpose: specific opt-ins for example monthly enewsletter, donor comms etc

FWIW we're on TNEW and use Wordfly. So TNEW's Contact Permissions plug-in would ask the top-level permission during checkout, and Wordfly would be linked with contact point purposes to allow our audience to select their preferences.

Please share your setup! I'm keen to hear how others are doing it. Especially you folk in the EU who have gone through a lot of rethinking here because of GDPR.

Cheers,

dgh

Parents Reply
  • $organization in reply to Jonathan Smillie

    Thank you,  for being willing to get on a call with the community on this topic.  From the response here there is clearly a bunch of interest.

    All,  Over the next few day's I'll see what I can do about setting up a special analytic Coffee on this topic.  Let me see what dates Jonathan might be available to join us over the next week or so.  And I'll get a note out about setting up a time.  

    Does anyone know of others who should join?  Particularly folks that you think have their acts together on this subject.  I'd like us to invite those folks to our conversation as well.

    --Tom

Children