How do I update Contacts' tracking preferences?

Under GDPR guidelines, data subjects — in this case, your subscribers — have the right to: transparent information about your processing of their data; deletion, correction, portability of their data; and the right to restrict or completely revoke consent for future processing of their data, including objection to any automated decision making that may be in place based on their personal data.

While our forms are equipped to add tracking preference options, you may need to adjust a subscriber's tracking preference based on request or your process to get data into your account. 

There are several ways to update a subscriber's tracking preference.

How-To

• As noted above, subscribers are able to update their own tracking preferences if you are using a Subscribe Form or Preference Center created in our software. You also have the ability to update tracking preferences by:

  • One-Off Update: From the Contacts page, find the individual subscriber record to change. Hover over the record and choose "Edit" from the drop-down menu that appears to the right. On the right-side of the Contact Profile page you can use the drop down to update a subscriber's tracking preference between "Allowed" and "Not Allowed". 
    
    
    
    
  • CSV Import: You can bulk update multiple users tracking preferences or include tracking preference in your regularly scheduled CSV imports by adding a "Tracking" column to your CSV. The values for your tracking column would be "Allowed" or "Not Allowed". You cannot bulk change contacts from "Not Allowed" to "Allowed". 
    If you are using a custom FTP, this may need to be added to our software's custom mapping (found in the Contacts Dashboard > Configuration > Import Mapping). 
    
    
  • API: Our API calls will now include the ability to update tracking preferences.

HOW WILL THIS IMPACT CAMPAIGNS?
At the time of campaign send, our system will detect if the recipient has opted out of behavioral tracking. We will then remove the tracking pixels and tracking tags from all emails being sent to recipients that have specified that they do not want their behavior tracked. 

HOW WILL THIS IMPACT MY REPORTING? 
Note that subscribers who opt out of tracking opens, clicks, shares, clickstream, and Google Analytics will not show in your reporting for those metrics. When reviewing reporting, keep in mind the percentage of subscribers you have whose behavioral data you may not see. 

HOW WILL THIS IMPACT AUTOMATION AND TRIGGERS?
As above, if a subscriber opts out of tracking behavioral data like opens or clicks their actions will not be recorded in behavioral automation flows (ex. automations that include flag events like "opened previous campaign" - it will look as if they did not open the campaign) or behavioral triggered segments (ex. a segment for all openers that clicked a certain link). 

HOW WILL THIS IMPACT ANONYMOUS CLICKSTREAM TRACKING?

If you are using Anonymous Clickstream tracking, your form must include the option to opt out of tracking in your subscription form. If a user opts out of tracking, the anonymous page view data and future clickstream data will not be collected.