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. | ||
Revision as of 08:48, 10 May 2018
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?