Query on Consent
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Need help querying by solicit codes? Learn more...
When preparing lists for communications, use your current processes in Query or Mail and make sure to use the solicit codes managed by consent business rules in your filtering criteria.
For example, to create a query of constituents that opted to receive the newsletter by email, your query criteria would be similar to this:
You can query on consent records to report on the consent history for individuals or a group. For example, you can use consent fields as query criteria to answer questions such as:
- What constituents opted out of mailed newsletters in the month of March?
- What constituents have opted out of phone calls at any point in time?
- What constituents have opted in to email since we started our “Go green” campaign in January 2018?
To export consent data to work with in another tool, select File, Export from the menu bar of the query record. Learn more...
These types of queries are good for showing trends and changes over time, but shouldn't be used to generate lists for communications because they may reflect preferences that are now out of date. For lists, you should always use solicit codes as your query criteria rather than trying to use combinations of Channel and Category to filter based on a constituent's latest consent records.