CONTACT PREFERENCE MANAGEMENT · Workflow idea
Review incoming learner and course activity, match it to the right contact, and prepare the corresponding profile update. Treat unsubscribe and subscription choices carefully, and approve any new or changed contact record before applying it.
01 / The starting point
A learning-platform event with its available learner and course details
“Match the incoming update to a marketing contact, prepare a profile or course-tag change, and reflect an explicit unsubscribe or subscription request only after a person verifies the event and record.”
02 / The work
Organizes learner and course updates, checks whether a matching marketing contact exists, and prepares the appropriate contact or preference change for review.
Check the available learner details, event type, and course context before deciding what the update means.
Look for the contact using the supplied email address and send missing or ambiguous matches to a person.
Show the proposed name and email details for review; create a new record only after an authorized person approves it.
Prepare a course-name label for the matching contact when the event provides a clear course association.
Check the event and contact history before applying an explicit unsubscribe or subscription request; do not infer consent from course activity.
Record which profile or preference update was approved and keep marketing messages outside this workflow.
03 / The result
A reviewed contact update with the relevant course context and marketing preference, or a held item when the match or request is unclear.
Reviews & approvals · Example outcome
A reviewed contact update with the relevant course context and marketing preference, or a held item when the match or request is unclear.
Creating or changing a contact record requires human review. Honor explicit unsubscribe requests, never infer permission to subscribe, and do not send a campaign message as part of this process.
04 / Make it yours
A few choices shape the work around your team.
List the learner and course events in scope and explain what each event permits the team to update.
Choose the identifier for finding contacts, the minimum fields required, and who may approve a new record.
Define how explicit opt-outs and opt-ins are verified, recorded, and protected from accidental changes.
Check a new learner, an existing learner, a course update, an unsubscribe, an opt-in, and an ambiguous contact match.
Keep exploring
Identify unsubscribe requests, suppress further outreach, and retain a limited compliance record.