This article outlines the uses and differences between features that prevent customers from receiving communications from the Total Expert platform.
Opt Out of Email - User Level
- This action cannot be undone.
- Opt outs are saved on an individual email address basis. The opt out is still enforced if duplicate contacts with same email address are present.
- Transactional emails ignore email opt outs.
- Ex: In-process loan campaign emails.
- Opting out of emails from a certain user within the TE platform.
- You still receive communications from other users in the organization.
- This can be turned on or off by each organization.
Opt Out of Email - Organization Level
- This action cannot be undone.
- Controlled by an organization setting that defaults to Domain Level (below), but can be changed to Organization Level.
- The organization setting controls what type of email out out the main unsubscribe on the customer preference center applies to.
- Opt outs are saved on an individual email address basis. The opt out is still enforced if duplicate contacts with same email address are present.
- Transactional emails ignore email opt outs.
- Ex: In-process loan campaign emails.
- Opting out of emails from an entire organization on the TE platform.
- Users within the organization cannot send communications to the contact.
Opt Out of Email - Domain Level
- This action cannot be undone.
- Controlled by an organization setting that defaults to Domain Level, but can be changed to Organization Level (above).
- The organization setting controls what type of email out out the main unsubscribe on the customer preference center applies to.
- Opt outs are saved on an individual email address basis. The opt out is still enforced if duplicate contacts with same email address are present.
- Transactional emails ignore email opt outs.
- Ex: In-process loan campaign emails.
- Opting out of emails from an entire organization on the TE platform.
- Emails cannot be sent from that domain by any user in the organization.
- Ex: Users that send from a different email domain because they belong to a DBA organization can still send emails.
Opt Out of SMS - User Level
- This action cannot be undone.
- Contacts no longer receive text communications from the TE platform.
- Must first be opted in to receive SMS communications before you can opt them out.
Silencing Contacts
- This action can be undone.
- Contacts no longer receive text or email communications from the TE platform.
- Duplicate contacts that have the same email address or cell phone number may receive communications from the TE platform.
Marking Contacts as Do Not Contact
- This action cannot be undone.
- This setting applies an organizational email opt out (above), as well as an SMS opt out. Other contacts in the organization with the same email address or cell phone number are not sent emails or texts.
- Removes contacts from the contact list.
- Ends all outbound communication from TE with the contact.
- Adds the contact to a separate do not contact list on the TE platform.
- Transactional emails ignore email opt outs.
Flagging Contacts as Ok to Email = False
- Can only be set from APIs and imports.
- Are always set by a third-party system.
- Only applies to a specific contact.
- Other contacts with the same email address can still be sent emails by anyone in the organization.