How does email opt-out work with the ActiveCampaign Salesforce integration?

The Salesforce “Email Opt Out” field is a checkbox field that lets you know if a contact or lead has opted into or out of your communications. If you’re using the ActiveCampaign Salesforce integration, we’ll either check or uncheck this box in Salesforce if a qualified contact* experiences any of the following events in ActiveCampaign:

  • Subscription event: A contact subscribes to a list in ActiveCampaign
    If a contact goes from not having any active list subscriptions to having any number of list subscriptions, the “Email Opt Out” field in Salesforce will be unchecked after the sync runs. This means that the contact is now an active email recipient in Salesforce.

  • Unsubscribe event: A contact unsubscribes from your list(s) in ActiveCampaign
    If a contact is unsubscribed from all lists they were opted into in your account, then the “Email Opt Out” field in Salesforce will be checked after the sync runs. This means that the contact is no longer an active email recipient in Salesforce.

  • Bounce event: A contact hard bounces after an email is sent from ActiveCampaign
    If a contact hard bounces after a campaign or automation email is sent to them, then the “Email Opt Out” field in Salesforce will be checked after the sync runs. This means that the contact is no longer an active email recipient in Salesforce.

*Qualified contact

A qualified contact is a contact who was synced from ActiveCampaign to Salesforce as a contact or lead, or was synced from Salesforce to ActiveCampaign as a contact. As contacts are synced from one platform to another, a tag will be added to their contact profile page in ActiveCampaign. These tags are:

  • added-to-salesforce-lead
  • created-from-salesforce-lead
  • added-to-salesforce-contact
  • created-from-salesforce-contact
  • salesforce-lead-converted-to-contact

Email Opt Out box in Salesforce

If a contact or lead has the “Email Opt Out” box checked in Salesforce, the integration will push a call to ActiveCampaign that unsubscribes the contact from all lists they are subscribed to.