In this article, we’ll explore the Set Contact DND action, a valuable tool that enables users to mark a contact as DND (Do Not Disturb). This feature is especially beneficial for situations where contacts have expressed disinterest or opted out of receiving communications.
What is Set Contact DND?
The Set Contact DND action allows users to classify a contact as Do Not Disturb. This setting informs the system to halt any further messaging to the designated contact. Common scenarios for utilizing this action include cases where a contact has explicitly opted out, when their email has bounced, or after they’ve submitted an unsubscribe request.
Requirements:
A workflow configured with the appropriate triggers and action steps.
How to Use:
Identify Workflow Scope: Determine the workflow in which you wish to implement the Set Contact DND action. Ensure that it aligns with situations such as opt-outs or bounced emails.
Integrate Set Contact DND Action: Incorporate the Set Contact DND action into your workflow. This will allow you to mark contacts as Do Not Disturb effectively.
Select DND Preferences: Within the Set Contact DND action, decide whether to activate DND across all communication channels or limit it to specific ones. Tailor your selection based on the contact's preferences and your overall communication strategy.
Contact DND for WhatsApp:
Activate DND for unsubscribed contacts, including those on WhatsApp. This feature ensures that messages are not sent to contacts who have opted out, respecting their preferences and helping to avoid unwanted communications.
Publish and Save: After finalizing your workflow setup, publish your changes and save them to ensure they take effect.
Note: For a comprehensive guide on workflow testing, refer to our article, “Using the Testing Features in Workflows.”
Frequently Asked Questions (FAQs) about the Set Contact DND Action
What is the Set Contact DND action, and why should I use it? The Set Contact DND action allows users to designate a contact as not receiving further communications. This feature is crucial for honoring contacts' preferences and ensuring compliance with communication regulations. It’s typically used when a contact opts out, their email bounces, or they unsubscribe from messages.
What are the requirements for using the Set Contact DND action? To use the Set Contact DND action, you need:
A workflow established within your Advisor's Growth platform.
Properly configured triggers and action steps to handle opt-outs, bounced messages, or unsubscribe requests.
How do I integrate the Set Contact DND action into a workflow?
Identify Workflow Scope: Choose the workflow in which you plan to use the Set Contact DND action, ensuring it addresses scenarios like opt-outs or bounce management.
Add the Action: Include the Set Contact DND action in your selected workflow, marking contacts as Do Not Disturb.
Select DND Preferences: In the settings of the Set Contact DND action, decide whether to apply DND across all communication channels or only specific ones. This customization ensures alignment with your contact's preferences and communication strategy.
For WhatsApp Contacts: If applicable, activate DND for WhatsApp contacts who have unsubscribed, ensuring they do not receive messages via WhatsApp and respecting their communication preferences.