How can you tell if someone joins a mailing list (selects from a checkbox option in custom fields)?

How can you tell when someone updates their contact preferences?

  • You may do better in terms of StackExchange protocol to ask as two separate questions – petednz - fuzion Apr 25 '16 at 20:49
  • They are related, so I do not see a reason to separate them. – SproutMediaLab Apr 26 '16 at 12:46

You could use the extension CiviRules to do that.

You need to set up two different Rules, one for each process.

Select a trigger and condition with your requirements (group contact is added, and contact is changed, would be the triggers I think)

Dependent on your preference, you could create one of these actions:

  • a scheduled activity assigned to a backend staff
  • a tag (that could be shown in a report on your dashboard)
  • send you an email (then you need to install the Email API as well, and choose to send email to alternate email adress)
  • send you an sms (then you need to install the SMS API as well, and choose to send sms to alternate phone number)

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