How can I create a report to track opt outs on a monthly basis, can this be done in B2BMA? I have tried to achieve this in B2BMA with the filters as opt outs as true and counting unique id and showing last activity date monthly as the bars but I don't think this is accurate as someone could have opted out of emails but are still active on the website.
There doesn't seem to be a field that has the opt out date. Has anyone been able to achieve this? Thanks
François Perret (Bamsoo) Forum Ambassador
Hi,
The Opted Out date does not appear to be recorded in B2BMA.
One thing you may try is to Set History Tracking on your Lead and Contact Objects (on Do Not Email and Email Opt Out Fields), so you can build standard SF reports related to the value of these Mailability Fields in a given timeframe.
However, this only works for future opt outs and for Assigned Prospects (eg. existing as Leads or Contacts in SF).
Hope this helps 😎
#SharingIsLearning #AccountEngagement
François.
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