Hi there,
We’d like to allow our sales team to change subscription type opt-in/outs through changes in properties (I’m aware that this is not the intention of the subscription type tool) that then should be mirrored to the subscription types. Equally, subscription type changes can be triggered by form submissions and should then be mirrored to the custom properties for the respecting subscription type.
We’ve created a system of properties, workflows and lists that manages this quite well but there are still 10% of use cases where the setup doesn’t work. E.g. as subscription type triggers in workflows don’t allow re-enrollment.
I was wondering if anyone in the community has created a similar setup created and is willing to share the concept/logic?
What’s the thinking behind doing this with extra properties and unnecessarily overcomplicating this rather sensitive topic?
From experience with working with 100+ clients, I’d strongly advice against letting sales rep set opt-ins/opt-outs, it’s just messy.
If you want to get around triggers not being available for re-enrolment the best workaround is working with list memberships, when you then select event triggers you can filter by added to/removed from list and these event triggers allow re-enrolment.
Frank
Thanks @franksteiner79 I totally agree. Still, as consultants we sometimes have to build solutions requested by clients against better knowledge/our advise…
The idea behind is that sales reps can set individual subscription preferences during the creation of a contact (create contact mask) without having to add an additional step to manually change subscriptions in the detailed contact view.
thanks for the hint re list membership I thought of that as well - but ads another layer of complexity to the setup. 