Enabling Opt-In for a Delivery Type

Overview

Opt-in can be enabled for a delivery type and is configured using the Notification Preferences master configuration; for example, opt-in can be enabled for SMS, but not email.

To help clarify some terminology, as explained in Person Contact Status Can Be Controlled by a Process, the product is delivered with a process that initiates a service task to request opt-in or permission to use a person contact. This solution requires that opt-in is enabled for the delivery type associated with the person contact type. In this regard, the two concepts are intertwined, but enabling opt-in for a delivery type can function independently.

Enabling opt-in is centered on the person contact status, while the process that controls the status can vary; therefore, it is possible to use enable opt-in for a delivery type while manually controlling the person contact status. Enabling opt-in for a delivery type has two key impacts system behavior.

  • When a contact preference is added and the delivery type is enabled for opt-in, there is logic that checks if the person contact associated with the contact preference is in the Approved status. If it is not, and the person contact type is associated with a process to control the status, that process is initiated. If the person contact type is not associated with a process to control its status, a To Do Entry is created. The To Do Type is configured on the Notification Preferences master configuration. The system is delivered with To Do Type Opt-In Errors (C1-OPTIN) for this purpose.

  • Notifications will not be delivered to person contacts that are not Approved . When a system process initiates an outbound notification based on an active preference, if the person contact associated with the contact preference is not Approved , a flag is set in the notification indicating that it should not be delivered. It is up to the receiving system, such as Notification Center, not to deliver the notification based on this flag. This is designed so that a record of the notification being generated is still captured. Also, C1-NTF-DFPRF (Determine Default Contact for Notification Type) will not choose a person contact that is not approved.

The Notification Preferences master configuration help text contains detailed information about the configuration required to enable opt-in for a delivery type.