Opt-outs screen

Feedback > Surveying > Inviting > Opt-outs

The Opt-outs screen administers invitees who have ever opted-out of receiving email invitations from the company. Any invitee that has ever been opted-out is listed on this screen. Selecting a user in the list shows that user's opt-out record. For information about opt-outs, see Opt-outs.

Select a record in the list to see the field and value that identifies the invitee. Alternatively, search for records using teh search bar above the list. Filter the list using the filter properties.
  • Click Save to apply the filter.
  • Click Cancel to remove the filter settings, restore the default values, and update the list.
  • You cannot further filter an already filtered list; you must first Cancel and the define new filter criteria.

Click Download the entire list of opt-out records for the company. Note that any filter settings are ignored.

Note: Records beginning with [InAct] are invitees who have opted to receive email invitations again.

Opt-out properties

Most of the opt-out properties are filter options for locating records.

Search for opt-out value
Filter for records having this string in the Opt-out value.
How to match value

How to apply the Search for value. Either:

  • Exact match — All of the string must be in the Opt-out field (e_optout).
  • STARTS_WITH — The field value starts with the string.
  • ENDS_WITH — The field value ends with the string.
  • SUBSTRING — The string can be anywhere in the field value.
Efield limit
Filter for records that used this Event field for opt-out value. The list of fields is defined by Sampling Field Setups.
Scope limit

Filter for records associate with this Unit group.

Note: Medallia Experience Cloud used to allow an invitee to opt-out and the record might be associated with a specific Unit group, such as a specific brand of store. However, the invitee would still receive email invitations from other brands owned by the same company. Currently, when an invitee opts-out the record always defaults to All of the company's Units, regardless of the Unit group the invitee interacted with.
Status limit

Filter for opt-out status. Either:

  • None — All statuses (default).
  • Opted in — Customers who have been opted-in: are able to receive email invitations.
  • Opted out — Customers who will not receive invitations.
Result limit

Filter the count of records to show in the list. Either:

  • First 100 (default).
  • First 1000.
  • First 10000.
  • All.
Opt-out efield
View only property. Field that identifies this customer for opt-out. This is usually the invitee's email address, though might be phone number for SMS surveys.
Opt-out value
View only property. Value of the Opt-out efield associated with the selected invitee record, usually the invitee's email address.
Opt-out scope
View only property. Unit group (Scope limit) associated with the selected invitee record.
Opt-out reason
View only property. Reason or medium respondents use for opting out. These include:

  • Customer clicked opt-out link in Invitation email — Respondent opted-out by clicking the opt-out link from the Invitation or Reminder email.

  • Tech support opts customer out — Medallia Experience Cloud technical support opted the respondent out from all surveys, no matter the Company.

  • Added from system setup — Respondent opted-out by the opt-out manually configure in Medallia Setup.

  • Imported from external source — Respondent opted-out using an Auto Importer file.

  • System opts customer out — Obsoleted. Opt-out applied to a Unit group.

  • Auto-opt out — Opt-out performed based on an opt-out rule. AutoOptOut plug-in with rules to opt out matching surveys.

  • Client opted out through an investigator action — Used for Medallia Conversations. Respondent opted-out using the investigation action.

  • Client opted out through List-Unsubscribe — Respondent opted out by clicking the Unsubscribed link in the email client, which sends an email to unsubscribe the respondent.

Log
View only property. Shows when the invitee was added to the Opt-out list, and also any subsequent opt-in or opt-out actions.
Download full opt-out list (CSV)
Downloads the complete list (no filtering) as a CSV text file.