Note an External Contact’s survey opt-out preference

Some people prefer to avoid follow-up surveys. If an External Contact lets you know that they would prefer to opt out, you can note their preference.

To note an External Contact’s opt-out preference during an interaction with a verified External Contact, use these steps:

  1. On the profile tab, to the right of the contact’s name, click More and select Edit Contact.
  2. Scroll down and enable Opt out of surveys.

To note an External Contact’s opt-out preference outside an active interaction, use these steps:

  1. Edit the contact record.
  2. In the Surveys section, set the Permission to send surveys toggle to No.

Note: For more information about surveys, see About web surveys.