Gainsight Admin ability to opt-out customers/contacts from non-operational Success Communications & Surveys
None
Unless the customer unsubscribes from the link provided there is no way for the Gainsight Admin to opt-out the customer and/or contact(s) from non-operational Success Communications and/or Surveys. Sending a test e-mail to yourself on behalf of the contact provides an unsubscribe link that does not work. Gainsight Admins should have the ability to opt-out on the customer's behalf instead of telling them to unsubscribe on the next e-mail communication.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Thanks
This is actually a more scalable and sustainable solution for managing opt-in/out settings outside of the user setting their own criteria in the email communication itself.
One question - Would you want to add all contacts of a customer at once in the opt-out list or would you add specific contacts to the opt-out list?
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.14 release. Gainsight now provides users with more granular control to opt-out specific Contacts/Persons from email communications from the 360 > Person section. To enable users to opt-out specific Contacts/Persons from email communications, an Email Opt-Out field must be added to the Gainsight Person object in the LIST VIEW and DETAIL VIEW tabs of the 360 LAYOUTS page. After the Email Opt-Out field is added to the Gainsight Person object, users can set the value to true for a particular user of a company in the C360/R360 page.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!