Organizations typically track many different communication types, allowing their audience to select which types of communication they want to receive. Also, with privacy considerations and laws such as the General Data Protection Regulation, email subscription management should be accessible to your audience from one location for the best possible experience.

Once you have established a data point for whether a person would like to receive surveys or not, you can incorporate this logic into the workflow or other automation used to send surveys.

For example, you could create a checkbox field on Contact called Survey Opt-Out, and include a checkbox question in your survey that asks the recipient if they want to be excluded from future surveys. Once the survey is received, use Process Builder or other local automation to update that field on Contact if a response is received with the survey opt-out question checked. You would check for this field on Contact in your survey sending automation. This method works very similarly to our Survey Fatigue feature included with Simple Survey. Below is a sample flow to check when contacts would like to opt-out. 

1. Create a "Survey Opt-Out" checkbox field on the Contact Object.

• To do this, Navigate to Setup > Object Manager > Contact > Fields & Relationships
• Click "New" under Fields and Relationships.
• Select Checkbox as the field type and name the field "Survey Opt-Out".
• Complete the remaining steps regarding Field Level Security and Page Layouts. 
• Click Save.

2. Create a Flow in Flow Builder 

Configure Start - Record Triggered Flow 

• In this example, we are using the field "Survey_Opt_Out__c" which correlates to a checkbox question within the survey that asks if users would like to be opted out of future surveys. 

Update Contact Record if Contact Opted-Out - Add Update Record Element



Completed Flow 


You can now update your local automation that sends out Simple Surveys to make a check for the Opt-out field on the Contact Record. 

If you are looking for a simple all-or-nothing solution, there is a free app (which hasn't been updated since 2009 but recent reviews show that it still works) from Salesforce Labs which may
help: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016YDZEA2

Please note that Vicasso cannot provide any support for Salesforce Labs applications or Flows.