How do you handle EDM Contact Lists for not for general public?

Hi All, 

Really hoping that you bright lights can help me on the final part of setting up contact permissions for email marketing!

We have decided that we are going to use Contact Permissions for the overall opt in or out & interests to indicate which list folks are opting into. Easy! The interests can be displayed in TNEW & WordFly so it all makes sense to the subscriber if they decide to update permissions or opt out when clicking through from EDM unsubscribe or logging into TNEW account section. 

Then I get to those lists that we regularly communicate with that shouldn't allow the general public to opt into like Media comms. 

We want those folks to also be able to update their interests & of course opt out - how do you do this? 

Ideally those records are in Tessitura with an Email Marketing Contact permission of Yes and they have an interest of 'Media' (instead of the interest that we use for the general public), but we are able to hide that interest from showing in the public domain anywhere unless you have it checked (which I know is not an option as interests can't be displayed dynamically based on record type). If we just add the interest then it becomes an option for everyone to click on & opt into. If we don't add an interest for media & someone is part of the media list when they click on the update interests option from EDM then there is no option for them to uncheck it but remain opted into other lists if they so choose. We have the same question for members - you should be able to update your interests & opt out of member comms without having to completely unsubscribe or allow non-members to opt in.

Please tell me there is a simple answer that I'm missing! One thing we have ruled out is adding a contact permission for these options as we need that single in/out at the highest level. 

Thanks!

Jo

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  • Hey Jo, nice to see your name pop up. Hope you're well.

    Unfortunately this is an area where there is no simple solution. At the crux of the issue is that email providers use email address as the unique identifier, whereas in Tessitura that is the constituent ID. Because contact permissions are constituent-level but a constituent can have multiple email addresses, the issue gets more complex.

    Contact Point Purposes are meant to solve this but in my mind are unfit for purpose because they are vague. For example, if an email address does not have a contact point purpose on it, is it because that person has unsubscribed? Hard bounced? Were they ever subscribed? There is too much assumption required here, which for something as important as privacy, is unacceptable. Contact Permisssions are better fit for this purpose because they are yes/no/not asked and carry a last updated date. Even if CPPs were fit for purpose they are not even supported out of the box in TNEW... even though they were introduced in v12 many, many moons ago.

    Being able to set contact permissions/attributes/interests as 'opt-out only' in an email platform such as WordFly would be an easy fix. For example I could have all my contact permissions set up to feed through to WordFly's form, but a "media" contact permission set as 'opt-out only' would only display if the subscriber was opted-in.

    Perhaps WordFly might be more open to building this functionality :-)

    DGH

Reply
  • Hey Jo, nice to see your name pop up. Hope you're well.

    Unfortunately this is an area where there is no simple solution. At the crux of the issue is that email providers use email address as the unique identifier, whereas in Tessitura that is the constituent ID. Because contact permissions are constituent-level but a constituent can have multiple email addresses, the issue gets more complex.

    Contact Point Purposes are meant to solve this but in my mind are unfit for purpose because they are vague. For example, if an email address does not have a contact point purpose on it, is it because that person has unsubscribed? Hard bounced? Were they ever subscribed? There is too much assumption required here, which for something as important as privacy, is unacceptable. Contact Permisssions are better fit for this purpose because they are yes/no/not asked and carry a last updated date. Even if CPPs were fit for purpose they are not even supported out of the box in TNEW... even though they were introduced in v12 many, many moons ago.

    Being able to set contact permissions/attributes/interests as 'opt-out only' in an email platform such as WordFly would be an easy fix. For example I could have all my contact permissions set up to feed through to WordFly's form, but a "media" contact permission set as 'opt-out only' would only display if the subscriber was opted-in.

    Perhaps WordFly might be more open to building this functionality :-)

    DGH

Children