Text/Email Opt in/Out on Customer Cards
R
Robert McMillan
It would be extremely helpful if there was a quick way to visually see if a customer is opted in or out text/email. Currently the only way to see if a customer had opted out is to either click into the conversations, texts or scroll down to see if they opted out/Stop. I believe is there was perhaps a Green Check Mark (opted in), Empty Square (not opted in but not opted out, even have a number inside showing how many opt-in texts sent) or a Red Stop Sign (opted out by opting out/Stop) next to the number/email or under them (see attachment) it would same a huge amount of time and confusion from sending people who opted out previously from being sent more opt-ins by other users.
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Shelby Parker
Thanks for posting this, Robert McMillan — really appreciate the detailed breakdown. Totally hear you on the time sink (and risk of accidentally re-sending opt-ins) when the opt-in/opt-out status isn’t visible at a glance. I’m sharing this with the team for review, and if we need any extra details (like the attachment you mentioned or a quick example of where you’d want the indicator to show on the customer card), I’ll follow up.