• A list is uploaded into NCR Customer Connect, using a .csv file and the opt-in field is populated
• The contact subscribes on your website
• The NCR Counterpoint POS flag, on the customer record, is set to send emails to the customer.
  Note: When the customer record is created, the default setting opts in the customer.
• In V7, the flag is labeled "Marketing?" and defaults to "Yes.
• In V8 (8.4.3 and above), the flag is labeled "Opt-out from marketing emails" and the check box is NOT selected

The Opt-Out date is populated if:

• A "Do Not Mail" list is uploaded into NCR Customer Connect
• The contact unsubscribes using the link in the footer of an email or marks the email as spam
• The contact unsubscribes on your website
• The NCR Counterpoint POS flag, on the customer record, is updated to NOT send emails to the customer
  • In V7, the "Marketing?" flag is set to "No"
  • In V8 (8.4.3 and above), the "Opt-out from marketing emails" is selected

The Confirm date is applied when the Confirmed Opt-In feature is enabled.

• When enabling the Confirmed Opt-In feature, all contacts in NCR Customer Connect are grandfathered into the feature and their confirm dates are populated with the date the feature is enabled.
• Going forward, all new contacts' confirm date is populated when they click on the CONFIRM SUBSCRIPTION button within their confirm email.
• If you choose to send a reconfirm email to existing contacts, the contacts' confirm date is first cleared then re-populated when they click on the CONFIRM SUBSCRIPTION button within the reconfirm email.