How to apply opt-out categories to your deployment

Create an Opt-out list

Follow these steps to create an Opt-out list:

1. Navigate to Administration >> Tenant management and click Opt-out management’ screen.

2. Click Add new opt-out list. You can create an Opt-out List at 3 levels:

• Tenant
• Channel
• Opt-out Category

3. You can have a maximum of one ‘Tenant-level’ Opt-out List. This is applicable across all channels and across all opt-out categories.
4. You can have a maximum of one ‘Channel-Level’ Opt-out List for a given channel. For example, only one Opt-out List for the Email channel and only one Opt-out List for the SMS channel, etc.
5. You can create as many ‘Category-level’ Opt-out Lists as you want – one for each Category.

6. After you have created an Opt-out List for a specific Opt-out Category, you will be able to add mobile numbers (MSISDNs) and emails of customers who have opted out of communications from your brand related to that specific Opt-out Category.

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You can use other methods like our APIs to add or remove mobile numbers or emails from any specific Opt-out List.

• Add to opt-out list Api
• Remove-from-opt-out-list-Api

Apply an opt-out list to your deployment

1. You can apply up to 3 ‘Opt-out category’ values when you save or update a Deployment. In the below example, the user has associated Opt-out categories of ‘Credit_Cards’ and ‘Marketing’ to this deployment. This means when the Target Group is prepared for this deployment, emails will be suppressed from the TG if they are present in the Opt-out Lists for either of these 2 categories.

It is not mandatory to associate any Opt-out category with a deployment.
You will not be able to make changes to the associated Opt-out categories after a deployment has been activated.

8. You can also view or update the Opt-out Categories in the ‘Deployment meta-tags’ panel.

9. By default, all contacts (emails or mobile numbers) from the associated Target Groups will be suppressed (excluded) if those emails or mobile numbers are present in any of the applicable Opt-out Lists. So, within the ‘Additional options’ node, the default value is set to ‘YES’ for the option ‘Exclude contacts from all opt-out lists’. This means all contacts that are present in the following Opt-out Lists will be excluded (suppressed):

• ‘Tenant-Level’ Opt-out List
• ‘Channel-Level Opt-out List (in the example screenshot above, this is the Email Channel-level Opt-out List).
• All applicable ‘Opt-out category-Level Opt-out Lists (in the example screenshot above, this means contacts who are present in either of ‘Credit_Cards’ or ‘Marketing’ Opt-out Lists).

10. By default, users will not be able to override this default value of ‘YES’ – which means the customers’ opt-out preferences will always be taken into account during the TG Preparation process for each deployment.
    However, you can allow certain senior or experienced users to configure deployments such that they are able to ignore customers’ opt-out preferences (e.g. for regulatory or mandatory service-related communications for which you are allowed to ignore customers’ opt-out preferences). This permission can be given to specific users in their User Profiles. (Administration >> Users & roles >> UI users >> Update user >> User parameters >> Step2).

If the checkbox is checked for ‘Able to ignore organizational Opt-out lists for specific deployments’, then that user will be able to set to ‘NO’ the option for ‘Exclude contacts from All Opt-out Lists’ on the Deployment Canvas ‘Additional options’ node. (Please refer to #9 above).