Setting up Email, Phone and Mail Preferences

When creating a new contact or amending an existing one, you can also set the preferences for whether the contact wishes to receive marketing communications via email, SMS or via the post. You are also able to flag a contact method as 'undeliverable'. Email sets a preference in the email field, SMS sets a preference in the mobile phone field and Post sets a preference in the street address field.

You will note within the General section of the contact record each method of contact has a cogwheel icon to the left of the entry field. The operator can set the preferences for whether the student wishes to accept marketing material or not.

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If there is a contact method (post, SMS or email) showing with no additional information labels underneath the contact field, this means that the client has opted in to receive marketing material.

If a client has requested that they not be sent marketing material, by deselecting this option within the cogwheel, the contact method will be labelled as 'no marketing'.

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If a client nominates to opt out of receiving marketing material, this does not preclude them from receiving the automatically generated enrolment confirmation and tax invoice emails and SMS messages.