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 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 panel, in the Details tab, click Edit contact .
  2. Scroll down and set the Permission to send surveys toggle to No.

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.

For more information about surveys, see About web surveys.