🔔 Feature Update (2024): Two new toggles were added to Communication Preferences, allowing you to control whether new customers are automatically opted in to automated and marketing emails. If a toggle is off, the corresponding opt-in will be unselected by default for new customers.
📝 Overview
Dash gives your organization increased flexibility over customer email communication opt-ins. You can control whether new customers are automatically opted in to automated and/or marketing emails, customize the consent language shown to customers, and filter your customer search results based on email preferences.
✍️ Note: Customers who were created before these settings were introduced (prior to May 2024) will remain opted in unless they have chosen otherwise. Customers can log in to their Customer Portal at any time to update their preferences.
🛠️ Setup
Click the arrow to learn how to configure Communication Preferences
Click the arrow to learn how to configure Communication Preferences
Navigate to Company Settings using Global Search or your settings menu.
Select Member App, then open Communication Preferences.
Use the toggles to choose whether new customers are automatically opted in to Automated and/or Marketing & Promotional emails.
Customize the opt-in label text for each communication type if you'd like to use language other than the default.
⚙️ How It Works
Dash has split the single email opt-in into two separate preferences:
Automated Communications - transactional and system-generated emails
Marketing & Promotional Communications - promotional and campaign-based emails
This separation gives your organization more granular control and helps you comply with the privacy regulations applicable in your country, state, or province.
🧑💻 Customer Portal View
Click the arrow to learn about the Customer Portal view
Click the arrow to learn about the Customer Portal view
Customers can view and update their own email preferences when logged in to the Customer Portal. The opt-in options displayed will reflect the customized label text you have configured.
🖥️ Admin View
Click the arrow to learn about the Admin view
Click the arrow to learn about the Admin view
On the admin side, each customer profile will display the same customizable opt-in options, allowing staff to review or update a customer's preferences directly.
📊 Reporting
Click the arrow to learn about Communication Preferences in reporting
Click the arrow to learn about Communication Preferences in reporting
The Customer Search & Email screen includes filter checkboxes on the right-hand side that correspond to email opt-in status. These checkboxes are used to exclude customers based on their opt-in selections, meaning if a checkbox is checked, customers matching that opt-out status will be hidden from your results.
⚠️ Important Note: The marketing email filter is turned on by default, which means customers who have opted out of marketing emails are excluded from search results automatically. If you want to include all customers regardless of their email preferences, make sure all filter checkboxes are unchecked before running your search.
💡 Pro Tips
📌 Customize your consent language to match your organization's terminology or legal requirements. The default text is a starting point, not a requirement.
⚠️ Review your filter settings before sending bulk emails. The marketing opt-out filter is on by default and will silently exclude opted-out customers from your results if left checked.
🧠 Compliance tip: Splitting automated and marketing opt-ins is especially useful for organizations operating in regions with strict email consent laws such as CASL (Canada) or GDPR (EU).
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can customers manage their own email preferences?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. Customers can log in to their Customer Portal and update their automated and marketing email preferences at any time.
What happens to existing customers when I turn the auto opt-in toggle off?
Click the arrow to see the answer
Click the arrow to see the answer
Customers who already exist in the system retain whatever preferences they previously had. The toggle setting only affects new customers going forward. Existing customers who were previously opted in will remain opted in unless they choose to opt out.
Will opted-out customers still appear in Customer Search & Email?
Click the arrow to see the answer
Click the arrow to see the answer
It depends on your filter settings. By default, customers who have opted out of marketing emails are excluded from search results. To include them, uncheck the corresponding filter checkbox before running your search.