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Change Prospect Mailability in Bulk Using Account Engagement Automation Tools

Veröffentlichungsdatum: Sep 30, 2025
Beschreibung
IMPORTANT: Make sure that you follow the Permission-Based Marketing Policy and applicable Marketing and Privacy Laws when opting-in prospects.

With our Winter '22 release, an upgraded mailability model has been enabled for all Account Engagement accounts by default. These features offer a lot more flexibility for consent management. For more information on the model, you can refer to our documentation. 

One major improvement is the ability to update bulk prospect's mailability using an automation rule, without the need for a Support ticket in most cases. Both the Opted Out and Do Not Email fields are available in automation rules, dynamic lists, and imports. The fields operate independently of each other to offer more flexibility.
Lösung



For unsubscribed prospects or prospects marked as Do Not Email or Opted Out (or both), you can run an automation rule in Account Engagement to opt them in en masse:

  • In Classic, select Marketing | Automation | Automation Rules
  • In the Lightning app, open the Automations tab and then select Automation Rules.


Click the blue "+Add Automation Rules" button. Set the criteria to look for your affected prospects, and configure the following actions:

Prospect Default Field value | Opted Out | False
AND/OR
Prospect Default Field value | Do Not Email | False


 

Nummer des Knowledge-Artikels

000388932

 
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Salesforce Help | Article