Solicit Codes

Solicit codes allow constituents to globally opt out of solicitations and communications. For example, for constituents who do not want to receive email of any type, you can configure a “Do not email” solicit code and assign it to the Communications tab of their constituent records. When you run a marketing effort, you can exclude constituents based on solicit codes. For example, you can exclude constituents with a "Do not email" solicit code from all email blasts or constituents with a "Do not call" solicit code from all telemarketing efforts.

To access the Solicit codes page, from Marketing and Communications, click Solicit codes under Configuration.

Note: To define more nuanced rules for solicitations and communications, use mail preferences or constituent attributes. For example, you can set mail preferences for a constituent who wants to receive appeals by mail, but receipts by email. You can create even more precise mail preferences, for example, a constituent wants to receive invitations to sporting events, but not auctions. For custom rules that cannot be configured through mail preferences, create constituent attributes. For example, if a constituent does not want the calendar that is typically mailed with the holiday appeal, you can create an attribute for "Include no calendar."