IT: Prevent marketing outreach after SSD projects archived

IT admins see SSD archives leave contacts eligible, causing marketing to message ineligible clients and creating compliance risk. Contacts are flagged Do Not Email and external marketing IDs recorded for ops.

IT: Prevent marketing outreach after SSD projects archived

Overview

Marketing outreach to ineligible clients creates real compliance exposure and operational headaches. This workflow ensures IT updates internal contact subscription status and stores external marketing IDs when SSD projects are archived, eliminating improper outreach and producing an auditable preference change. Operations gains immediate visibility so compliance reviews and follow-up are simpler and reliable.

Notable Features

  • Update contact record on archival
  • Flag Do Not Email status
  • Write external marketing ID

IT: Prevent marketing outreach after SSD projects archived