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Sync Preference Center Unsubscribes with Civi Fields
Open, Needs TriagePublic

Description

Context:
Contacts who unsubscribe via the Preference Center link currently have no visible indication on the Civi summary page, such as the “No Bulk Emails (User Opt Out)” field that we normally rely on.
To verify their status, we need to either check the activity log—which may take longer to load depending on the volume of data under a CID—or look for opt-out information, which doesn’t appear in our standard reports or the links used for day-to-day record management. CID examples: 68592299 and 58339368

Request:
Can we ensure that unsubscribes made via the Preference Center link are synced with the currently available Civi field - “No Bulk Emails (User Opt Out)”?

Additional question:
For U.S. donors who unsubscribe from everything, will they still be included in SMS and Direct Mail lists?

Event Timeline

Lars added a subscriber: AKanji-WMF.

@SHust After thinking this over, I think @AKanji-WMF is right: it would be better to handle this as part of a bigger update to how we handle communications preferences and consent in Civi in general (which is something we're tackling soon). Would it be OK from your end to wait a bit on this?
In the meantime, anyone who has unsubscribed via preference centre will show as Opt In = No under Communications. If there's a report that needs to show this, let me know which one that is.

@SHust for your additional question:

I believe opt out from Direct Mail would be through the specific field for that purpose (Exclude from direct mail), but need to confirm that. Have a meeting next week to learn more about how this works.

For SMS, there is some complexity here about how phone numbers are sent from Acoustic to CiviCRM and back, which is something that Eileen is working on. We'll need to map out how this data flows fully before I can provide a definitive answer to this one.

@Lars, right, as it stands now, removing US donors from our programs requires us to follow three separate steps:

*Email → check No Bulk Emails (User Opt Out)
*SMS → [appropriate action here]
*Direct mail → check Exclude from Direct Mail

My additional question is: when a US donor uses the preference center link to unsubscribe from everything, are these same steps automatically applied to their record? Does Opt In = No covers all those 3 areas for US donors? If not, there's a gap in the process that needs addressing (+ the request made above)

@SHust These are all issues we are looking to address soon.

We would like to implement a global opt out (T404989: Add global Do not contact button to contact summary) which would allow DR to do all the steps you mention with one button.

If someone opts out in the email preference centre, are they in fact opting out of all communications or just opting out emails? Opinions seem top differ on this one. Defining this is high on our list as well as part of the broader work on communications consent.

@Lars just flagging that if the button is only for email, we need to relabel the button, as donors would expect 'unsubscribe from everything' to be all channels (which would track into a 'do not contact' field in Civi).

If we don't plan on that being the workflow, we need to reconsider how we should frame it in a donor-facing way.

@krobinson Agreed, we need to either give donors clear options to unsubscribe from specific channels or we need to make the existing unsubscribe option cover all channels.