Opting Out Contacts and Opt Out Leads, Too

At the recent Salesforce.com San Francisco User Group meeting, presenter Tricia Reilly of Bluebird Marketing gave a good Marketing tip to a pervasive “by design, not a bug” type of problem that have plagued folks that have to send mass emails out to Contacts.

“Have you ever had someone respond to an email marketing piece asking you to remove them from your list and complaining that they’d asked to opt-out numerous times, only to look them up in salesforce.com and find out that their opt-out box is ticked?” Tricia writes.

She goes on to explain that even though you might opt out a Contact, their hidden converted Lead record still exists, which you can’t access. (You can just report on converted Leads.) So which report do you run so your mailing list really opts out Contacts? Tricia’s got the right report to run

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