How do I Opt Customers in to Direct Marketing?
From Catalyst
Revision as of 11:14, 26 March 2018 by Jamie Kingsbury-Smith (talk | contribs) (Created page with "{{PreRelease}} {{Review}} == Summary == This article explains how to set a customer as "opted in" to direct marketing. == More Information == Whether or not a customer is op...")
|
This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
|
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 in to Direct Marketing?
- How do I Ensure my Use of Platinum is Compliant with Data Protection Regulations?