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, use these steps:

  1. Edit the contact record.
  2. In the Surveys section, 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, enable Opt out of surveys.


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