Unsubscribed Tag Group Integration
E
Ethan Klee
It would be great to either have an automated tag group where unsubscribed contacts get tagged similar to the website leads tag group, or to turn on an "unsubscribed" email notification.
Some BrokerDealers require a maintained list of unsubscribed contacts, and right now to keep that maintained I have to run a notes report, filter for the term "unsubscribed", weed out the random notes that may have that term as well, then send it to a search, then tag the contacts with a bulk action.
E
Ethan Klee
Coming back to this a year later to add, when FMG randomly de-syncs with Redtail you lose your unsubscribed statuses, meaning if you haven't recorded the unsubscribed list manually you otherwise have NO record of who has unsubscribed besides running a manual redtail report searching for the notes, and that is only if you have the note-synchronizing option selected.
I don't actually think this maintains data compliance for subscription records, so I really hope that FMG addresses this as they have been having a lot of Redtail de-merging with FMG issues this year. Had I not been manually adding to our Redtail tag groups who was unsubbed, we would have no record due to the integration issues.