Note an External Contact’s survey opt-out preference

Some people would 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.

  1. To note an External Contact’s opt-out preference during an interaction, edit the contact record.
  2. Select the Opt out of surveys check box.This image shows the Opt out of surveys box.

  • You can also note a survey opt-out preference by clicking Directory > External Contacts and searching for, opening, and editing the External Contact’s profile.
  • For more information about surveys, see About web surveys.