Enable Field History Tracking for Email Opt Out
- October 4, 2023
- Greenkey Digital, Opt Out / Unsubscribe
What’s the worst mistake in marketing?
Most think of marketers sending wayward emails to the whole database, but what happens behind the scenes can be scary too.
For instance, one marketing team was staring at an automation rule that had gone wrong. The marketer accidentally chose the criteria “Isn’t on the list” instead of “Is on the list.”
The result?
The system unsubscribed twenty-five thousand prospects.
Ouch.
(Having a wishful thought about an “Undo” button on Automation Rules at this moment.)
The company also didn’t have Salesforce History Tracking set on the Opted Out field.
Ugh.
Now what?
Field History Tracking
Make sure that you have Field History Tracking enabled.
By turning on Field History Tracking, you will see who made a change, the edit date, and the previous value of the field. This feature creates an audit trail for reviewing or correcting past changes.
With Field History Tracking, you can pull Lead and Contact reports that show the previous values.
How to Enable Field History Tracking
With recent mailability features enhanced, the chance for mistakes is high.
Safeguard your database by turning on history tracking on the fields. (Consider doing the same for the Do Not Email field in Salesforce.)
If you haven’t turned on Salesforce history tracking on the Email Opt Out field in the Lead and Contact object, put down your salami sandwich and do it now.
Here’s a link to a video demonstrating the process.
Review Field History Tracking for Leads and Contacts
Once you have enabled Field History Tracking on the Lead AND Contact objects for Email Opt Out, you can access reports when needed.
This Pardot article written by: Jen Kazin
Greenkey Digital
Unlock the Power of Pardot. Don’t spend tens of thousands of dollars on marketing systems to simply… send emails.
Original Pardot Article: https://greenkeydigital.com/field-history-tracking/?utm_source=rss&utm_medium=rss&utm_campaign=field-history-tracking
Find more great Pardot articles at https://greenkeydigital.com/
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This Pardot article written by: Jen Kazin
Greenkey Digital
Unlock the Power of Pardot. Don’t spend tens of thousands of dollars on marketing systems to simply… send emails.
Original Pardot Article: https://greenkeydigital.com/field-history-tracking/?utm_source=rss&utm_medium=rss&utm_campaign=field-history-tracking
Find more great Pardot articles at https://greenkeydigital.com/