How do I collect (opt-in) consent from my existing contacts?

Your existing contacts can give their consent to receive your digital marketing messages, or unsubscribe completely, by accessing your Mailing Preferences page via an email.

A link to your Unsubscribe & Mailing Preferences page (or Unsubscribe only) is added to your email design depending upon your settings.

Add the Mailing Preferences Section to Your Email

You can also embed a text link through to your Mailing Preferences page within your email text using the Personalisation feature. In an open text box, position your cursor where you want the link to appear and click the Personalisation button. Select {managemypreferences}.

Manage Mailing Preferences

When your contact opens the email, it will display as the link below:

Manage preferences email

Clicking on the Manage My Preferences or Unsubscribe links will take the recipient to your Mailing Preferences page. You can customize the page to meet your business needs.

Manage-Mailng-Preferences.png

In Settings / System Settings click on Mailing Preference Page, or click Edit Mailing Preferences in the Settings tab of the email designer. Switch the toggle button to On to activate Mailing Preferences, and edit the text, add your logo and your web site URL, then save.

The consent record will show on the Contact record under the Mailing & Consent List section.

When a contact unsubscribes from a mailing it is automatically set to 'Hold' in the CRM account. 

Contacts can also be put on hold manually by setting the toggle switch to 'Yes' in the Hold field on the contact record.

Once a contact is set to 'Hold', they will not be selected for any new mailing lists or marketing segmentations, and will not be mailed in existing lists.