How to opt a contact in or out of marketing communications

This guide will show you how to opt a contact in or out of email, sms, telephone or mail communications.

Desktop

Download a PDF version

Step 1: Search for account

Select the Accounts and Prospects search bar on the home page, type the name of the account that your contact is associated with then click Search

How to change your contacts marketing communication preferences - Desktop 1-01


Step 2: Select account

Select the account that your contact belongs to so it highlights green and then select CRM.

How to change your contacts marketing communication preferences - Desktop 2-01


Step 3: Select Contacts

Select Contacts, from the left hand side menu.

How to change your contacts marketing communication preferences - Desktop 3-01


Step 4: Select View

Select View next to the contact's name who you would like to change the preferences for.

How to change your contacts marketing communication preferences - Desktop 4-01


Step 5: Change preferences

Scroll down to see the contact's communication preferences and select your desired option e.g. Email Preferences.

Select whether to opt them in or out of this communication or leave as unspecified.

How to change your contacts marketing communication preferences - Desktop 5-01


Step 6: Scroll and Update

Finally, scroll back up and select Update, in the top right hand corner.

How to change your contacts marketing communication preferences - Desktop 6-01


Apple

Download a PDF version

Step 1: Tap the Quick search box
Once logged into sales-i, tap the Quick search box and type the name of the account that your contact is associated with.

apple opt out 1-01



Step 2: Select account

Select the account that your contact belongs to.

apple opt out 2-01


Step 3: Tap Contacts

Tap Contacts, from the Actions section.

apple opt out 3-01

Step 4: Select contact

Tap the correct contact who you would like to opt in or out of communications.

apple opt out 4-01

Step 5: Tap pencil icon

Next, tap the pencil icon to take you to the contact edit screen.

apple opt out 5-01

Step 6: Scroll and select

Finally, scroll to Mail Preferences and tap an option e.g. Email Preferences, to select whether they to opt them in or out of communications via this channel e.g. Email. Once you have updated their preferences tap Save, in the top right hand corner.

apple opt out 6-01

Android

Download a PDF version

Step 1: Tap the Accounts and Prospects search bar

Tap the Accounts and Prospects search bar on the home page and type the name of the account that your contact is associated with.

How to change your contacts marketing communication preferences - Android 1-01


Step 2: Select account

Select the account that your contact belongs to.

How to change your contacts marketing communication preferences - Android 2-01


Step 3: Tap Contacts

Tap Contacts, from the Actions section.

How to change your contacts marketing communication preferences - Android 3-01


Step 4: Select contact

Tap the contact who you would like to change the preferences for.

How to change your contacts marketing communication preferences - Android 4-01


Step 5: Tap pencil icon

Next, tap the pencil icon to take you to the 05 contact edit screen.

How to change your contacts marketing communication preferences - Android 5-01


Step 6: Scroll and select

Finally, scroll to Mail Preferences and tap an option e.g. Email Preferences, to select whether they to opt them in or out of communications via this channel e.g. Email. Once you have updated their preferences tap the Save icon, in the top right hand corner.

How to change your contacts marketing communication preferences - Android 6-01


Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.