Overview
Stay compliant! We have added some increased flexibility to customer communication opt-ins.
How
Under Company Settings > Member App - Communication preferences
Feature Update as of 5/30/24: We have added two toggles which allows you to choose whether to automatically opt-in new members in automated and marketing type of emails. If this is OFF, the opt-in options will be unselected by default.
We have split our single opt in for communications into two. The first is for automated communications, the second is for marketing and promotional communications.
We now allow you to customize the text that is shown with each of the opt-ins. Our default language is still available.
We have added a filter to the Customer search and email screen that allows you to exclude members that have opted out of Marketing communications. This filter is ON by default.
Setup
Go to Company Settings > Member App > Communication preferences
Choose whether you want the toggle on (default) or off.
Customize the options to your needs (if you choose to label them differently)
How it works
The increased customization of communications options will aid your organization in giving your customers the privacy options that are legally protected in your country, state or province. The customers that have already been created will be opted in unless they have chosen differently. Customers can log into their Member app and update their desired preferences.
On the Admin side, the customer profile will display the same customizable options.
Reporting
We have slightly adjusted the Customer Search & Email Report to separate the checkbox options on the far right hand side dealing with the email function of this page. It is important to note that if you check any of these boxes while searching, customers will not appear in your query. If you are wanting to see customers that have also opted out of any emails, you will want to make sure the boxes are unchecked.
