In version 10.11, we have added the ability to select the how our solution will interact with inactive Lead and Contact records. To access these options, you will need to navigate to the ClickDimensions Settings page, then select the "Inactive Contact and Lead Settings" option:
This will open the following page where your settings can be adjusted:
- Allow sending emails to inactive contacts or leads: If set to "yes", then inactive contacts and leads will receive emails. If set to "no", then inactive contacts and leads will be excluded from email sends and generate an Excluded Recipient record with a Reason of "Inactive Record". The default option is "no".
- Reactivate an inactive contact if they interact with my marketing assets: If set to "yes", then inactive contacts will be reactivated when taking any of the listed actions. If set to "no", then contacts will remain inactive when taking any of these actions. The default option is "no". The list of actions are:
- Opens/Clicks on an email
- Visits a tracked webpage
- Submits a form, survey, or subscription page
- Create a new Lead, when an inactive lead visits a tracked webpage from an email link: If set to "yes", then a new lead will be created when an inactive lead clicks an email or visits a tracked webpage. The default option is "no".
Please note that this update has changed the default behavior. Previously, the "yes" option was the default behavior, so any automated processes built around this previous behavior may need to be re-done or the "yes"options may need to be re-selected to restore the prior behavior.