Opt-out rules

Feedback > Surveying > Inviting > Opt-out Rules

Opt-out rules identify records that need to be permanently included in the Opt-out records list. Opt-out rule processing happens before testing the new invitation against the existing opt-out record values. See Opt-outs screen for a more detailed description of the process. 

As survey records enter sampling, Medallia Experience Cloud evaluates each record against the set of Opt-out rules. If a record meets the condition of one of the rules, Experience Cloud creates one or more opt-out records from the information in the survey record. There is one opt-out record for each Sampling Field Setups that has data in the survey record. In this example, no record is created for IP Address because there was no data in the matching field in the survey record.

Opt Out rules identify the field in the survey record used to identify and record opt out records.
Warning: Opt-out processing of TEXT and AUTOINDEX_TEXT data type is case-sensitive. For example, these two ID values are not equal: 
qr12mp2
QR12MP2

When using Auto Importer to load opt-out records, ensure the data is processed appropriately. For example, if case-sensitivity is not an issue for the fields, consider transforming the fields to all lower-case during import. Otherwise, verify the fields always use the same case considerations for all import feeds.

This does not affect fields of type EMAIL.

Note: There is no mechanism to automatically opt-in an invitee who has opted out.

Creating an opt-out rule

  1. On the Opt-out Rules screen, click New.
  2. Provide a descriptive name.
  3. Define the rule condition that identifies survey records to opt-out.
  4. Click Save.
  5. On the Sampling Field Setups screen, choose the Member Opt Out Fields to identify invitees to opt-out.

One a rule exists, select it in the list to:

  • Make it active or inactive.
  • Edit the name or condition.
  • Delete the rule.

Opt-out rule properties

Rule Name
Descriptive name of the rule.
Condition
Expression that identifies records to opt-out.
Active
Whether or not the rule is active.