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Permissions: Opt-In and Out and the Contact Permission Plug-In

Heath Wilder
$organization

Hey fellow e-nerds,

Just wanting to float that evergreen topic of Permissions as no matter how many times it's brought up and how many hours it's talked about I always seem to be left wringing my hands and pulling sobbing into my keyboard.

So I'm looking at Contact Permissions (with Interests) and the Contact Permissions Plug-In.  More background listening here https://www.tessituranetwork.com/en/Items/Videos/Webinars/2017/GDPR
NB/ I'm leaving aside Contact Point Purposes for mental health reasons.

Business Need

We have a need to take separate customer Opt-Ins for venues we perform at and presenters that perform at our venues, separately to our shows.  We need those options to be dynamic depending on what is in the cart.  We're also interested in separating our Philanthropy and Marketing Opt-Ins with philanthropic comms opt-in being offered when a donation is made.

The Contact Permissions Plug in does that with bells on which seems like a win. 

Other preferences

We have other parts of the business like our Dance Academy, Youth Workshops and Dance Classes which we can manage as Interests well enough.

Pain

My difficulty is what does a WordFly Optout mean in this situation?  A global opt out is a requirement so when someone opts out of everything where does this happen?  The party line for both Tessitura and WordFly is "Only use Permissions as a Global Setting" but that would seem to invalidate the whole Permissions Plug-In product that was developed due to a very real industry need.  Letting people opt-in and out of business segments is a great idea but would seem to need another hierarchical level.

Has anyone managed to tease out that issue?

Thanks in advance.
H

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  • 0 $organization
    Thank you, Staci and David! (And Heath, sorry to derail your inquiry)
     
    It was actually Tessitura Support that told me I needed to handle this in Extraction Manager. I’ll be delighted if that’s not the case!
     
    I believe my issue was that I was using Contact Permission Category (Email or Mail) rather than Contact Permission Type. Changing that up seemed to work, so that’s fantastic.
     
    One other area of difficulty is there is sometimes a conflict between the constituent level and the household level permission – even sometimes on the same email address. There’s likely a data mapping solution for this but I haven’t gone down that path yet J
     
    Jean Leonard
    Marketing Director
     
     
    |P: (973) 539-0345 ext.6529   |F: (973) 455-1607
     
          
     
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  • 0 $organization
    Thank you, Staci and David! (And Heath, sorry to derail your inquiry)
     
    It was actually Tessitura Support that told me I needed to handle this in Extraction Manager. I’ll be delighted if that’s not the case!
     
    I believe my issue was that I was using Contact Permission Category (Email or Mail) rather than Contact Permission Type. Changing that up seemed to work, so that’s fantastic.
     
    One other area of difficulty is there is sometimes a conflict between the constituent level and the household level permission – even sometimes on the same email address. There’s likely a data mapping solution for this but I haven’t gone down that path yet J
     
    Jean Leonard
    Marketing Director
     
     
    |P: (973) 539-0345 ext.6529   |F: (973) 455-1607
     
          
     
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