Unsubscribe Workflow Review

[Renee_Wagner]

Does anyone know where the flow/campaign for Unsubscribe lives? I've looked everywhere and can't find it and it says it is a "system flow action." Does this mean it's at the system level and cannot be modified - or reviewed?

[SanfordWhiteman]

Does anyone know where the flow/campaign for Unsubscribe lives? I've looked everywhere and can't find it and it says it is a "system flow action." Does this mean it's at the system level and cannot be modified - or reviewed?

If you mean the propagation of the system Unsubscribed value to other leads matched by email address, yes, that's an implicit system flow, not a user-facing flow in the UI.

[Justin_Laberge1]

Out of the box, marketo unsubscribe is a boolean field called "Unsubscribed".

Marketo's Durable Unsubscribe does this action. If that is the case it may be a duplicate email address entering your system. You can't really control the unsubscribe/de-duplication behavior unless you turn it off completely and build a custom system. You can create/track actions around this behavior as it registers as a "Change Data Value" for the "Unsubscribed" field. We have built in things such as "Unsubscribe date" and "Unsubscribed reason" to better assist with reporting and such.

[Cory_Gabor1]

Hi Renee, 

We have an Email opt out field in Salesforce which is our unsubscribe on that end. I made the Email Opt Out field in Marketo as well, set up a smart campaign with a trigger of data value changes (Unsubscribe from False to True), then the Email Opt Out field is then changed to True.

I then have a nightly webhook that runs and pushes this data back to Salesforce.

If you want a reportable field, this would be an option even if you just need it on the Marketo side.

Hope this helps!

[Grégoire_Miche2]

Hi Cory,

The default "email opt-out" field from SFDC is natively mapped with Marketo unsubscribed field if you are using the Marketo connector. You should not have  to use a webhook to push that information.

-Greg

[Cory_Gabor1]

Hi Greg,

We use a custom instance of Force.com (for Mortgage) with a custom integration which is why I use the webhook for that specific field to send data back to SF.

Thanks,

Cory