Thursday, March 24, 2016

Enhancements to the Opt-In Status Reports

On April 6, the Opt-In Status Report, which shows subscription statuses for all of your contacts in a real-time, easy-to-read report, will be improved to include the following:
·  A Summary tab that contains a quick overview of contacts who are and are not receiving subscription emails.
·  A Contact Information screen will appear as a pop-up when you click a contact.
·  A Search Contacts bar allows you to search for specific contacts.
·  Tool Tips to explain features within the report.
·  And more!
Summary Tab
When you access the Opt-In Status Report, it will open on the Summary tab. 




The Contacts Receiving Subscription Emails section contains the number of contacts who have opted in and are receiving emails, the number of contacts who have opted in during the last seven days, and the number of contacts whose Confirmed opt-in status will become Inactive in the next seven days. Clicking on a link will take you to the corresponding tab on the report.

The Contacts Not Receiving Subscription Emails section shows the number of contacts whose emails can't be delivered (bounced or returned to sender), the number of contacts who haven't opted in (Pending) for more than seven days, the number of contacts that have become Inactive within the past seven days, and the number of contacts who have opted out of receiving subscription emails in the past seven days. Clicking on a link will take you to the corresponding tab on the report.

Contact Information
Clicking on a Contact's name will bring up an overlay with basic contact information, along with all of their email addresses. For each email address, you can see the opt-in status, last click in a subscription email, and you can send or resend an opt-in request (if applicable). There's no need to leave the page to get more information. You can close the overlay or, if you like, you can go to the contact's record by clicking View in Contact Management. To open Contact Management in a new window, right-click the link. 




Search Contacts Bar
Click in the Search Contacts bar to bring up a list of your contacts or type in the name of a specific contact to search for them. This searches all of your contacts, not just the contacts on the current screen. Selecting a contact opens the contact information overlay (as shown in the screenshot above). 




Active Status
On the Confirmed tab, you may see a new status called Active; this indicates that they were receiving subscription emails before Flexmls required contacts to complete the confirmation email process (before 9-29-2015). Subscription emails are sent even though the contact has not confirmed yet that they want to receive the emails. Since they are not yet Confirmed, they are considered Active. All Active contacts will eventually change to a different status by the end of October, 2016. They'll automatically become Confirmed if they click any link in any subscription email; Inactive if they never click a link in a subscription email; and Opted Out if they click an opt-out link in a subscription email. 




Removed Contacts
If you remove a contact from Flexmls, their name will not appear anywhere in the Opt-In Status report. However, even though you have removed the contact from Flexmls, the status associated with the contact's email address is still stored in Flexmls. Since you have already removed the contact, they are no longer relevant and are not displayed in the report other than the note that there were contacts that have been removed. 




Tool Tips
Hover over tool tip icons to learn more information about the selected feature. 




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