Synchronise opt-in types for contacts and leads in Microsoft Dynamics

Synchronise opt-in types

Please note: To synchronise opt-in types for your contacts, leads, and accounts, you'll need one of the following versions (or higher) of the Engagement Cloud for Dynamics CRM:
  • 2011: 5.0.0.13
  • 2013: 6.0.1.718
  • 2015 and 2016: 7.0.1.720

Contacts in Engagement Cloud have one of four possible opt-in types that shows whether or not they confirmed their email address when they opted in to receive your messages.

You can synchronise a contact's opt-in type to the opt-in type field in Dynamics.

From the navigation bar, go to Settings > Email Accounts > EMAIL SETTINGS and set the synchronisation for the 'ContactOptIn' synchronisation type. By default, the synchronisation setting is manual.

Any contacts, leads, or accounts that have the same email address as your contacts in Engagement Cloud are given an opt-in type field. After the first synchronisation is completed, the opt-in type fields are given the values of your contacts' opt-in types.

The opt-in type field for contacts and accounts is in the 'CONTACT PREFERENCES' form.

The opt-in type field for leads is in the 'CONTACT METHOD' form.

Shared entities across multiple email accounts

If you synchronise opt-in types for more than one email account, shared entities' opt-in types might be overwritten by the value in the email account that was synchronised most recently. However, these values are overwritten only by a higher opt-in type, following this hierarchy:

  • Unknown
  • Single
  • Double
  • VerifiedDouble

Therefore, if your contact has a 'VerifiedDouble' opt-in type in one of your connected email accounts and an 'Unknown' opt-in type in a second connected email account, your contact will remain 'VerifiedDouble' even after the synchronisation of the second account is completed.

 

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