Genius opt out in customer contact card
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Lindsey Benefield
If a customer asks to be removed from follow up, genius should take note and not reach out. We should have an option to remove a client from genius and AIM campaigns without having to remove all contact from them. Opting out of text is the only way to stop that and then we lose the ability to text them, too. Thats a huge problem..
Shelby Parker
Hello Lindsey Benefield! I have a few more questions for you:
- What specific criteria should trigger the opt-out from Genius and AIM campaigns?
- How should the system handle customers who want to opt back into communications after opting out?
- Are there any specific types of communications that should still be allowed even after opting out?
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Lindsey Benefield
Shelby Parker Hi Shelby,
- If a client receives follow up from genius and says ive purcashed a car, or remove me from follow up, or something that signifies they are no longer in the market, that should opt them out from genius and AIM campaigns. I dont want to have to opt out of all texts (from sales staff). Clients are telling us that then receive more communication from genius a few months later.
- If it was a toggle in the customer card, we could either turn it back on or a new open opportunity could opt them back into genius and AIM
- I think only sales staff should be allowed after opting out. If they tell genius to remove them, i would picture a marketing text toggle. Its unfortunate that you would need to opt out of ALL texts.
Hope this helps!