Zoho CRM is one of the best web based customer relationship management services - great features and cheap pricing. Zoho has its own quirks such as Email Opt Out.

What is Email opt-out? unsolicited emails

For marketing people, email opt-out would mean the customer or client has chosen to not receive unsolicited emails from your business - this is ususally a good way to stop sending bulk emails to certain customers.

What is Email opt-out in ZOHO CRM?

Email Opt-out is flag set for each individual contact. This flag prevents you sending solicited and unsolicited emails to that contact. You can think of this flag as 2 things:

  1. If a contact changes company / moves on to greener pastures - use this to stop send emails

  2. If you lose an account you can set all contacts in that company to not receive any new emails

So don’t be confused - create another field call email newsletter opt-in to track if customers want unsolicited emails - and don’t use email opt out which would block genuine solicited emails being sent.

Tags: crm, Zoho

Read more from my blog for an introduction and quick tips on developing in Hugo or UCTD.

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Damien Saunders
An experienced management consultant and business leader interested in digital transformation, product centred design and scaled agile. If I'm not writing about living with UCTD (an autoimmune disease), I'm probably listening to music, reading a book or learning more about wine.