How do I opt prospects into direct marketing?

From Catalyst
Jump to: navigation, search

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
gdpr, data, protection, marketing, opt in, opted in