Syncing Opt-outs with a Salesforce Account

  • Updated
The Email Opt Out checkbox field must be set to "visible" for your Salesforce Contacts and Leads before you can take advantage of this feature. See Enabling Opt-Out Permissions in Salesforce for instructions to do this. 

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Setup Instructions

  1. Go to Settings > Data Management and select the Sync Schedule tab
  2. At the bottom of this page, select the pull/push options for opt outs:

    Pull Opt-Out from CRM

    Pulls in any Contact or Lead records from Salesforce where the default Email Opt Out field is checked and adds their email to the Act-On Opt-Out list.

    This sync does NOT process Opt-Ins. If a contact/lead is in the Act-On Opt-Out list and the Email Opt Out field in Salesforce is unchecked by a user, the record will not be removed from the Act-On Opt-Out list - this must be processed within Act-On manually. See instructions for re-subscribing a single contact.

    Push Opt-Out to CRM

    Pushes the entire Act-On Opt-out list to your Salesforce account.

    Updates the default Email Opt Out field in Salesforce:

    • to checked if they are on the Act-On Opt-Out list
    • to unchecked if they were previously opted out but have opted back in within Act-On
  3. If desired, set the Synchronization Schedule for a recurring sync.
  4. Click Save at the top of the page. The Opt-In/Out sync will run on the next scheduled time.

You can also click Sync Now to immediately initiate a CRM sync, which will push/pull your Opt-Outs as configured.

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