Watch a quick video showing you how to change communication preferences in bulk, and scroll down for more information
Why would I need to use this?
This is useful if you want to set the communication preference to SMS by default for example. This means that as long as there is a mobile number against the contact/customer, it will enable SMS communications. The same occurs for each communication type.
What does exclusion mean?
This means that you can stop using a certain communication preference if you want. For example, if you decide that SMS is not useful, you can turn it off for all customers. Or, if you have had a customer ask specifically for you not to contact their work addresses via email, you can filter the list and turn this off.
What happens if I want to change lots of customers?
You can change as many customers at once, but if you change more than 15 at a time, the process will run in the background and you will receive a notification for the changes.
What happens if I want to change everyone to not receive SMS messages?
This will turn off SMS, but if the contact only has SMS as a preference, it will skip this record as they need to have at least one preference set.
Is there an un-do feature?
No, this action cannot be reversed but you will be able to go back into the setting and change the communication preference again