If you search by Subscription, Omatic Cloud will return Emma contacts that have opted-out of subscriptions.
If you search by Group, Omatic Cloud will return Emma contacts that have opted-out of groups.
You may notice that Omatic Cloud is returning individuals who have a status in Emma of "Active." This is because an Emma contact might've opted-out of a particular group or subscription, but didn't globally opt-out.
For example, this contact has opted-out of individual subscriptions (which you can see highlighted below). But, they did not opt-out of all communications, so they still have a status of "Active."
How to only import contacts with a status of "opt-out"
If you decide you only want to import communication preferences for contacts that have a status of "opt-out" (i.e., you do not want to track individual subscriptions, just the overall status), you can utilize the Add if not matched function. Please follow the steps outlined below:
Note: in the scenario below, we will be mapping to Solicit Code in BBCRM.
- Navigate to the Constituent / Solicit Code section
- Map Status to Add if not matched
- Next, click the gear icon, and select Transform
- Apply a transformation to say:
- If Status = opt-out, then Add if not matched = true
- If Status = active, then Add if not matched = false
What will happen here is if the Emma contacts status is opt-out, it will add the Solicit Code. If it is active, it will skip adding the solicit code.