Grayscale headshot of Chloe Wilde

[akiyaaa]

Considerations
The upgrade isn't reversible.
It changes the way Do Not Email’ and Opted Out’ field settings work. Whilst it won't change an existing prospect’s current values in these fields, the fields will now behave independently of one another. This is a good thing!
From now on, Do Not Email’ will be a field owned by Pardot users and the ‘Opted Out' field is controlled by the prospect. They can update this field by unsubscribing.
Tip: Salesforce has a super handy table which explains what a prospect’s mailable status is depending on the fields.

Due to the change in behaviour of the Do Not Email’ field, we recommend reviewing any automations, or segmentation rules which feature Do Not Email’ and update them to refer to the hard bounce field.
Once this upgrade has happened in your org you can change Opted Out’ and Do Not Email’ values for email automation rules, Engagement Studio programs, dynamic lists, and on prospect import files - be cautious of which users will have access to do this.
After you upgrade, users can view and edit Mailability settings on the prospect record. For example, users can clear the soft bounce value from prospect records. This should ideally only be done once the email address is verified.
The upgrade doesn’t change a prospect’s current value for Opted Out’ or Do Not Email’. It changes how those fields determine a prospect's mailable status and the types of emails they can receive. Therefore, after upgrading you may need to update a prospect’s Do Not Email’ or Opted Out’ settings to ensure it displays their actual email marketing preferences.
After you’ve upgraded, the new default behavior for prospect syncing is dominican republic phone number similar to how the Overwrite Prospect Opted Out’ setting works. The field is removed upon upgrading, and won’t be visible on your Connector Preferences anymore.
If you have any questions about the Prospect Mailability feature, how to use Pardot email marketing like a pro, or you get stuck during the upgrade, we’re here to help! We have flexible Pardot support packages available to suit all business needs.


Share


Chloe Prowse
Having worked with Salesforce products for 10+ years, Chloe is a certified consultant and marketing automation enthusiast with a varied background across martech, operations, and enterprise consulting. She loves meeting new people and sharing her knowledge to set them up for success, including matching MarCloud customers with the right service solutions. Passionate about ethical marketing, she'll find any excuse to talk about GDPR and compliance on the Salesforce platform.

More by Chloe Prowse
Featured res