Thursday, December 13, 2018

Customer has Global Subscription Status = Soft Opt-In/Opt-Out even after responding to the Opt-In Confirmation Email

Considering the following scenarios:

  • The Customer has an Email Address which appears in other entity records, or the Customer has Duplicates
  • In one of the individual record, Opt-In Confirmation Email has been sent:
     
    Edit record > Marketing > Subscription > Send Subscription Email > Opt-In Confirmation = T > Send

  • After the Customer confirms, no change is reflected in the record

 
When an entity record has Duplicates, the Opt-In Confirmation Email has to be sent through Mass Update:

  1. Log in to NetSuite using a role with permission to perform mass updates.
  2. Navigate to Lists > Mass Update > Mass Updates.
  3. Expand Marketing > Send Subscription Message to Entities > Opt-In Confirmation = T.
  4. Under Criteria > add Email is [email address] (Note: [email address] is a place holder for the email address of the entity with duplicate records).
  5. Click Preview to view the records with the same email address.
  6. Click Perform Update to run the mass update or Save to save this mass update for future use.

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