Update Solicitation Preference

You can manage a subscriber's solicitation preference in the account information tab. From this tab, you can:

• add a subscriber to a do not call, email, or TMC list

• edit a subscriber's solicitation preference

• delete a subscriber's solicitation preference

View this workflow diagram for a visual representation of the solicitation preference feature.

Due to some issues found in the batch mode we strongly recommend using real-time mode (Flow.TrackingCodes in mg2control). Please note that as the batch mode is not being used it is planned to be deprecated starting from 3.16.3 together with the corresponding mg2control setting. The real-time mode will be the only version of the flow

Navigation

To view the account information tab, perform a subscription search, and then select the account information tab. Select the account update button to display a subscription's solicitation preferences.

Add a new solicitation preferences

After selecting the account update button:

1. Select a type, then select add new.

2. Select a category to change the solicitation preference. TMC refers to telemarketing.

3. Choose a stop date. (Optionally, choose a resume date. If left blank, the subscriber is added to the list indefinitely.) New solicitation preferences cannot have overlapping dates and share a category.

4. If desired, leave a remark in the text field (100 characters). Select submit. The request is processed in real-time with the circulation system. The subscriber's solicitation preference is removed, but a record remains in the account update grid as an audit trail.

Change a solicitation preference

After selecting the account update button:

1. Select the edit button next to the corresponding solicitation preference.

2. Change any of the following: stop date, resume date, remarks. If the preference has already begun, only the resume date and remarks fields are editable.

3. Select save. The request is processed in real-time with the circulation system.

A solicitation preference's category (do not call, do not email, do not TMC) cannot be changed with the edit button. To change a category, delete the solicitation preference, and add a new preference with the desired category.

Delete a solicitation preference

After selecting the account update button:

1. Select the remove button next to the corresponding solicitation preference.

2. Confirm you wish to delete the preference and select OK. The request is processed in real-time with the circulation system, and the preference is removed from the account update grid.

Account update grid

The accounted update grid displays all of a subscription's solicitation preferences.

Term	Description
Solicitation code	The code that corresponds to the solicitation preference's category (e.g. NoEMail, NoCall, NoTMC). These codes are configurable in the circulation database.
Stop date	The date when the solicitation preference begins (MM-DD-YYYY).
Resume date	The date when the solicitation preference ends (MM-DD-YYYY). Note: This field is optional. A solicitation preference can continue indefinitely.
Remarks	Any comments a CSR or subscriber left.
Change date	The date when the solicitation preference record was created or changed. (MM-DD-YYYY).

The information displayed in this tab returns in real-time from our circulation databases. You must have NCS Circ 2018.5 or greater for current integration.