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Account Engagement (Pardot) Opted Out Field Changes: Explained

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  1. “Opted Out is a field found on prospect records in Pardot (Account Engagement) and is called “Email Opt Out” on Salesforce Lead/Contacts.” After the two fields were decoupled, if Opted Out is now changed to true, this doesn’t impact the Do Not Email field value (when previously, figuring out what’s what was headache-inducing). However, one update that will be effective February 26, 2023*, caught everyone’s attention: “Control Prospect Opt-out Field Sync Behavior” (ranking no. 4 on the release rundown).

    In Cross-channel opt-out propagation

  2. “While Account Engagement users can edit this checkbox field, it’s not recommended, for compliance reasons.” After the two fields were decoupled, if Opted Out is now changed to true, this doesn’t impact the Do Not Email field value (when previously, figuring out what’s what was headache-inducing). However, one update that will be effective February 26, 2023*, caught everyone’s attention: “Control Prospect Opt-out Field Sync Behavior” (ranking no. 4 on the release rundown).

    In Cross-channel opt-out propagation

  3. Now that the fields are decoupled, Opted Out can have a different sync behavior to Do Not Email. “For example, if a prospect opts out using the email unsubscribe link, and a Salesforce user updates their associated Lead/Contact record before the connector sync completes, the prospect would unintentionally be opted back in.” Pardot Opted Out Example

    In Suppression list synchronization

  4. Now that the fields are decoupled, Opted Out can have a different sync behavior to Do Not Email. “The sync behavior options now available ensures that you can pinpoint the true system of record.” Pardot Opted Out Example

    In System of record design

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