Connect allows you to manage the conversations in which a customer is included or excluded. The Conversations screen allows you to subscribe or unsubscribe the customer from conversations. All campaigns are based on conversations that are associated to customers. A checkmark indicates the conversations to which the customer is associated.
Editing Conversation Subscriptions for Customers
To edit the conversations that are associated to a customer:
- Navigate to the Customer Browser screen.
- Search for and select the desired customer. The Customer Profile
screen displays the customer's information. For more information on
searching for customers, please see Searching for Customers.
- Click the Conversations sub-tab. The Edit Subscription Information screen opens.
- From the View conversations that are: drop-down field, select the
conversation criteria you need. The default is All:
- All: All conversations are displayed.
- Deactivate: Displays conversations that are deactivated
- Inactive: Displays conversations that are inactive
- Opting In Invalid: Displays conversations where opting in is now invalid
- Activate: Displays conversations that are activated
- Active: Displays conversations that are active
- Waiting: Displays conversations in a pending status and are not active
- Opting In: Displays conversations that allow the customer to opt-in
- Opting Out: Displays convesations that allow the customer to opt-out
- Terminated: Displays conversations that have been
terminated
A list of conversations displays that satisfies the search criteria.
- Click the checkboxes beside the conversation or conversations you wish to associate or de-associate to the customer.
- Click the Save button to save the conversation.
