Add "Classy Opt Out" Field in Salesforce
Please consider adding a "Classy Opt Out" field in Salesforce in regards to whether or not a supporter wishes to receive email communications from our organization. The current "Classy Opt In" field creates significant hurdles when creating reports for our email software (Emma, which is also fully integrated with Salesforce).
In order to have the "HasOptedOutOfEmail" field in Salesforce, it is hard to create a bullet-proof process in Process Builder that will update that field when the current "Classy Opt In" field is left unchecked - for example, when a staff member updates information on someone's contact (assuming that contact was in our database before we started using Classy - and therefore the "Classy Opt In" field is blank) and upon updating that contact, they do not remember to check the "Classy Opt In" field - the process or workflow would then trigger to check the "HasOptedOutOfEmail" field -- and now this person would no longer receive communication from our organization (which of course we don't want!)
Brian Hayes commented
This is a tricky situation. As @rachel points out, the contact Email Opt-out is significant in Salesforce related email communications. It's important to get it right. The challenge with Classy and Classy for Salesforce, is there is that the Contact object's Classy Opt In field (statyclass__opt_in__c) is insufficient. We don't know if the Classy campaign presented the user/supporter with the contact opt-in checkbox. Classy's current approach is to default to opt-out - even if the user/supporter was not presented the opt-in checkbox. Our organization defaults to opt-in.
IMHO, replace the Salesforce for Classy Opt-In field with something that has supports four choices. For example: Opted-in, Opted-out, Choice-not-offered, and Null. Normally, I would allow null to mean "choice-not-offered" in this case; but, we might want to have null so we can know if Classy for Salesforce actually set value and there wasn't a bug.
I'm going to post an improvement suggestion to provide the campaign's Contact opt-in checkbox setting on the Campaign object.
Rachel Regan commented
I understand the "Opt In" box being an option because regulations are trending towards requiring an active Opt-In, rather than a passive one or active Opt-Out, like with GDPR. The problem for a Salesforce admin like me is that we use opt-outs in both Salesforce and our marketing automation tool.
Then, once we started using this new Classy checkbox I realized that I don't know which contacts have "seen" the checkbox and checked it or unchecked it. So mapping a "opt in" to somewhere in Salesforce with a process to then check the opt-out box in Salesforce wouldn't work, because only some online donors have seen that box and, again, I don't know which ones! So I think a ClassyHasOptedOutofEmail field would be helpful that would only check true IF the page had the box on it at all...is that even possible?
adam schuster commented
Yes, that would work great!
Heather Poole commented
yes although to clarify, would the donor select "Email Opt-Out" instead of "Email Opt-In"? Or would the Donor still select "Email Opt-In" but in salesforce, if de-selected, it would sync with the "HasOptedOutofEmail" field?
Heather Poole commented
I have a similar issue. We would like to sync the "Classy Opt Out" with our Salesforce "email opt out" field since we use the Salesforce field to link to our mailing list. Thus, if a donor indicates they would like to "opt out" in Classy, our mailing list would be synced as such.