Report on Email Subscription Opt Outs and/or Opt Ins Over Time

[MatthewShepherd]

PURPOSE & USE CASE
This workflow stores the date a contact opts out or opts into specific marketing subscription types for the purpose of creating a report of opt-outs or opts-ins over time. 

HOW IT WORKS
We trigger our workflow that datestamps opt-out or opt-in by creating active lists (which allows for re-enrollment) using the Email Subscription filter. Create an active list filtered to opt-outs or opt-ins for each subscription type you want to report on.

We then create a date picker custom contact property for opt-outs and opt-ins for each subscription type to store the opt-in date and the opt-out date.

The workflow enrolls contacts each time a contact joins or opt-out or opt-in list and then uses an if/then branch to check if this was an opt-out or opt-in and then sets the related custom property to the date the workflow step was taken. 

NOTES ON CONFIGURATION

Enrollment criteria: Is member of your subscription type opt-in or opt-out lists. Using OR logic to add multiple lists.
Allow Re-enrollment?: Yes, as a contact may opt out or in more than once.
Goals: None
Settings: None
Actions configuration: Set a property value for our custom date properties to date of step.
Custom properties: One datepicker custom property for each subscription type and each potential opt-out or opt-in action.
e.g. Date opted into marketing offers subscription, Date opted out of marketing offers subscription
Associated workflows: None

Notes:

• If you want to report only opt-ous that are still valid i.e. don't show a contact that opted out of a subscription type but has since opted back in, you could clear the date value from the custom Date opted out of subscription type property when the contact passes through the relevant opted-in branch of the workflow
• This won't work retroactively on historical opt-outs or opt-ins as the workflow will just set the date for all contacts to the date they pass through the workflow.

IMAGE
Example Workflow

Example Report

Date last updated: February 15 2024