Additional Details

 
This tab contains a list of Autopilot integration and marketing material information.
 
Opt the person record into or out of these campaigns here. 
 
It is particularly important to ensure that all records marked as deceased have the address ticked as inactive, so marketing material is not sent to a deceased person.
 
Flagging the Marketing Restrictions field as Yes will ensure no marketing is sent to the person, however this does suppress the record from web deceased search.
 
 
To make any changes on this tab, click on the Change button.
 
Once changes are made, press the Save button.
 

The online help was created with Dr.Explain