Difference between revisions of "How do I opt prospects into direct marketing?"
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== Summary == | == Summary == | ||
This article explains how to set a prospect as "opted in" to direct marketing. | This article explains how to set a prospect as "opted in" to direct marketing. | ||
== More Information == | == More Information == | ||
− | Whether or not a prospect is opted in to direct marketing is controlled by | + | Whether or not a prospect is opted in to direct marketing is controlled by Prospect {{DataPrompt|Interests}}. |
Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | ||
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** A tick will be shown in the {{DataPrompt|Marketing}} column once the prospect is opted in. | ** A tick will be shown in the {{DataPrompt|Marketing}} column once the prospect is opted in. | ||
* If the prospect would only like to opt in to certain types of marketing: | * If the prospect would only like to opt in to certain types of marketing: | ||
− | ** Press {{KeyPress|A-F8}}, to open the | + | ** Press {{KeyPress|A-F8}}, to open the Prospect {{DataPrompt|Interests}} tab. |
** Here you can find specific interests to opt a prospect into {{DataValue|SMS}} or {{DataValue|Email}} marketing. | ** Here you can find specific interests to opt a prospect into {{DataValue|SMS}} or {{DataValue|Email}} marketing. | ||
== See also == | == See also == | ||
* [[How do I Opt Customers in to Direct Marketing?]] | * [[How do I Opt Customers in to 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_SP}} | + | {{How}}{{KB_SP}} |
Latest revision as of 05:34, 19 June 2019
Summary
This article explains how to set a prospect as "opted in" to direct marketing.
More Information
Whether or not a prospect is opted in to direct marketing is controlled by Prospect "Interests".
Go to " Sales Prospecting Add or Edit Prospects".
- Search for the prospect you want to opt in to marketing.
- Highlight the prospect on the list.
- Press <Ctrl+F7> to toggle whether or not the prospect is opted in to direct marketing.
- A tick will be shown in the "Marketing" column once the prospect is opted in.
- If the prospect would only like to opt in to certain types of marketing:
- Press <Alt+F8>, to open the Prospect "Interests" tab.
- Here you can find specific interests to opt a prospect into 'SMS' or 'Email' marketing.
See also
- How do I Opt Customers in to Direct Marketing?
- How do I ensure my use of Platinum is compliant with data protection regulations?