Difference between revisions of "How do I Opt Customers in to Direct Marketing?"
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== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I opt prospects into direct marketing?]] |
| − | * [[How do I | + | * [[How do I ensure my use of Platinum is compliant with data protection regulations?]] |
| − | {{KB_Tags| | + | {{KB_Tags|gdpr, data, protection, marketing, opt in, opted in}} |
| − | {{KB_SL}} | + | {{How}}{{KB_SL}} |
Latest revision as of 05:31, 19 June 2019
Summary
This article explains how to set a customer as "opted in" to direct marketing.
More Information
Whether or not a customer is opted in to direct marketing is controlled by customer "Attributes".
Go to " Sales Ledger Customer File Maintenance Add or Edit Customers".
- Search for the customer you want to opt in to marketing.
- Highlight the customer on the list.
- Press <Ctrl+F7> to toggle whether or not the customer is opted in to direct marketing.
- A tick will be shown in the "Marketing" column once the customer is opted in.
- If the customer would only like to opt in to certain types of marketing:
- Press <Alt+F8>, to open the customer "Attributes" tab.
- Here you can find specific attributes to opt a customer into 'SMS' or 'Email' marketing.
See also
- How do I opt prospects into direct marketing?
- How do I ensure my use of Platinum is compliant with data protection regulations?
