Jcurve Support Articles / CRM

Unable to See the Global Subscription Status Field in Entity Record in a Standard Form

Written by
Joyce Anne Simpao
Published on
February 11, 2023 at 11:03:55 PM PST February 11, 2023 at 11:03:55 PM PSTth, February 11, 2023 at 11:03:55 PM PST

Scenario

The Global Subscription Status field is not available when the marketing automation feature is disabled. Users would therefore need to enable the feature.

Solution

  1. Navigate toSetup>Company>Enable Features
  2. ClickCRM
  3. Marketing Automation: Check the checkbox
  4. ClickI Agree
  5. ClickSave

To default the Global Subscription Status field to Soft Opt-In for new entities, perform the following steps:
  1. Navigate toSetup>Marketing>Marketing Preferences
  2. Unsubscribed to Marketing By Default: Remove theCheckmark
  3. ClickSave
#Marketing Automation
#enable feature
#Global subscription status
#marketing preferences
Jcurve Support Articles / CRM