Every contact needs to have an Account Status and Reason and a Mail Status and Reason.
These reasons are configured as attributes under the system attributes - Entity Status and Mail Status Reasons. Each reason attribute needs to be assigned the correct subtype, active or inactive. This means that when the Active Status is ticked, only one of the active reasons can be selected and vice versa. From the attribute maintenance, clicking More next to the attribute will open another window where this subtype is set:
This subtype rule applies to both the Account Status and Mail Status reasons. Mail Status reasons with subtype Active can be used when a contact is ticked as OK to Contact, those with Inactive subtype can be used when a contact is not ticked as OK to Contact.
|Account Status||Account Reason||Contact Status||Contact Reason|
The order of the attributes within the type will determine the default reason to be selected when a new contact is added. Give your default reason the lowest sequence number, this would usually be Active:
The custom query tool will default to only show contacts who are marked as Active and OK to contact, however, this can be manually changed. Vega preset queries will mostly only show contacts who are Active and OK to contact, this will be shown in the query detail. There are some queries specifically for Inactive contacts.
When searching for a contact, you will need to manually add the Search Option to look for Inactive contacts also:
When sending an email or post campaign through Engage, only contacts who are marked as Active and OK to Contact will be included.
Please note that one-off emails can be sent to contacts regardless of their account or contact status.