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Monday, 11 March 2013

Email Opt Out Checkbox Field

Email Opt Out


This Email field will not be visible in fields rather its can be used directly from page layout and assigned  to the user in Contact & Lead object to restrict sending emails just via Mass Email.

In Email marketing, an "opt-out button" may be included to notify the sender that the recipient wishes to receive no further emails. When you enable the Email Opt Out field, the corresponding contact will be removed from your mailing lists and will not receive any emails

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The Email Opt Out field will allow you to exclude marked contacts from mass e-mail.

To utilize this feature, you first need to make sure this field is visible (to profiles) and also add the field to both your Contact Page Layout and Lead Page Layout if it is not already added. Note, it might be already on the page layout but hidden

To make the the 'Email Opt Out' field visible to all or specific profiles:
1. Click on:

Setup | App Setup | Customize | Contacts | Fields.

2. Click on the 'Email Opt Out' field
3. Cick on the "Set Field-Level Security" button on top and then check the "Visible" box for desired or all profiles
4. Click on Save

To add the 'Email Opt Out' field to the Contacts Tab:

1. Click on:

Setup | App Setup | Customize | Contacts | Page Layouts.

2. Click on the layout name you would like to add the Opt Out field to and click on "Edit".

3. Locate the Email Opt Out field and using your mouse drag and drop the filed into the required section area.

4. Save the Page Layout.


Note: This opt-out button checkbox restricts only to send emails via Mass, but as an individual email email can be send via user where the user gets warning notification that "Warning! Test Test asked not to receive emails. Do you want to send this email?". But the user can still email to the Contact specified.



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