The Communication Opt-In Change Log report keeps track of changes to customer email preferences, including both promotional and non-promotional options. It provides details on who made the change (whether it was staff, a customer, or through the API), when it occurred, and how it was processed. You can use this report to monitor compliance, understand trends in opting in or out, and gain insights into updates regarding communication preferences within ClubReady.
Please Note:
- Not all third-party partners may send all opt-in and opt-out changes to ClubReady. If you're using a third-party partner, it’s a good idea to reach out to them to verify your opt-in or opt-out records.
Filter Definitions
UserID (optional): This filter provides the opportunity to generate your report using a specific client (ClubReady profile) identification number.
Calendar: The functionality to define a specific start and end date, as well as a date range.
Preset Date Ranges: The option to select from preset date ranges.
Report Definitions
Location Name: The location's name as it appears in ClubReady.
Store ID: The location's unique ClubReady ID number.
Member First: The customer's first name.
Member Last: The customer's last name.
User ID: The customers unique ClubReady profile ID number.
Communication Opt Type: Defines which of the 3 communication types (Email, or SMS (Non-Promotional, Promotional)) the user chose to change. Either from in to out, or out to in, at the given change date.
Communication Opt Value: Will either be a value of In or Out, corresponding with the associated Communication Opt Type, based on what the user changed their preference to at that time.
Change Date: Displayed in club local time, this is the date and time the communication preference for that user for that communication type was updated.
Change By First: The first name of the user that effectively updated the customers communication preference. If the customer performed this action themself this information will be the same as Member First, otherwise it will be the staff member who did.
Change By Last: The last name of the user that effectively updated the customers communication preference. If the customer performed this action themself this information will be the same as Member First, otherwise it will be the staff member who did.
User ID: The unique ClubReady profile ID number of the user who effectively made the change. If the customer performed this action themself it will be the same as the Member UserID.
Change By API Account: Masked API key used to update the communication preference. If blank, no API account was used in the update.
Change By Subscriber: Description of the API key owner used to update the communication preference.
Change By Legacy API Acct: Masked legacy API key used to update the communication preference. If blank, no legacy API account was used in the update.
Change By Legacy Subscriber: Description of the legacy API key owner used to update the communication preference.
Keyword Triggered: If Yes, The Customer Opted out to the corresponding SMS Communication Type via a text message with the keyword 'STOP'.
Requirements: A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports