Sync Options
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Pull Opt Out from MS Dynamics |
Pull in any Contact or Lead records from MS Dynamics where the default Do not allow Emails and/or Do not allow Bulk Emails field is checked and add their email to the Act-On Opt-Out list.
This sync does NOT process Opt-Ins. For example, if a contact/lead is in the Act-On Opt-Out list and the Do not allow Emails field in MS Dynamics 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. |
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Push Opt In/Out to MS Dynamics |
Push the Act-On Opt-Out list to your MS Dynamics account and update the default fields Do not allow Emails and Do not allow Bulk Emails:
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Fields
All opt-out syncs with MS Dynamics will sync with both of the following fields:
| Field Name | API Name |
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Do not allow Emails |
DoNotEmail |
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Do not allow Bulk Emails |
DoNotBulkEmail |
Setup Instructions
- Go to Settings > Data Management and select the Sync Schedule tab
- At the bottom of this page, select the pull/push options for opt outs:
- Pull Opt Out from MS Dynamics
- Push Opt In/Out to MS Dynamics
- If desired, set the Synchronization Schedule for a recurring sync.
- 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.