You have the ability to set communication preference options on your contact records. You can mark a contact as "do not contact", "do not solicit", or indicate a contact prefers emails.
How to Set a Communication Preference
When you are on a contact profile, you can select the Preferences option on the left-hand side of a Contact's Profile tab.
What Does It Mean?
Allow solicitations We will default Yes. Allows contact to receive "Acknowledgement", "Marketing", "Solicitation", and "News Letter" snailer types. It shows in reports as 'Allow Solicitation?'
Preferred Method Email, Call, Mail. It shows in reports as 'Communication Preference' shows on contacts page as 'Preferred Method'
Marketing Mail We will default Yes. It allows contact to receive "Marketing" snailer types. It allows email marketing from Kindful. It shows in reports as 'Marketing?'. It shows on contacts page as "Marketing Mail"
Phone calls We will default Yes. It allows contact to receive "Solicitation" snailer types. It shows in reports as 'Phone Calls?'. It shows on contacts page as "Phone calls"
Newsletter We will default Yes. It allows contact to receive "Newsletter" snailer types. It shows in reports as 'Newsletter?'. It shows on contact page as 'Newsletter'
Receive Other Mail We will default Yes. It is a field purely for your own reference, and will not control any automated process within Kindful. It shows on contact page as "Receive Other Mail"
Email Integration Opt-In We will default Yes. It is used by Mailchimp/Emma as opt in flag for those services.
Billing acknowledgements We will default Yes. It allows contact to receive "Acknowledgement" snailer types. It shows in reports as 'Billing Acknowledgement?'. It shows on contacts page as "Billing acknowledgements"
Address deliverable? We will default Yes. You can manually update this.
Email deliverable? We will default Yes. You can manually update this.
Reason address undeliverable A field for you to indicate why their address is undeliverable.
Reason email undeliverable A field to indicate why an email is undeliverable.
Spouse email opt-in shows on contacts page as "Spouse email opt-in" and is used for Emma Integration only.
Alternate email opt-in shows on contacts page as "Alternate email opt-in" used for Emma Integration only.
How to Mark Contacts Based on Whether or Not You Are Mailing Physical Materials to Them
There are existing internal communication preferences on a contact profile including "address deliverable" and "address deliverable reason" that help track this.
A recommended option here would be custom contact fields. These live on the profile and are always exportable. If you create these as a certain type, like "select" or "multi-select", these can be used for filtering as well.
How to Stop Contacts From Receiving Print Mailings or Emails From Your Organization.
Unchecking the Billing Acknowledgements opt in from the Preferences section of a Contact Profile would remove them from receiving physical mailers.
If you want to remove them from receiving email acknowledgements, you would need to uncheck the allows solicitation checkbox.
Of Note: If a contact is already appearing in an Acknowledgements list for a physical letter and you uncheck the billing Acknowledgements opt in, you would then need to go and refresh the Acknowledgement List again to get that contact removed. Once a change is made to a profile, you have to refresh the Acknowledgement Lists to see the changes that have been made.
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.