Each customer can decide whether they want to receive marketing messages from you and, if they do, which types (SMS, email, WhatsApp). These consents flow automatically into your campaigns and audiences.
Where it's set
- On the customer profile, under Marketing. You can view and change:
- Accepts marketing: the master switch. When off, the customer receives no campaigns on any channel.
- Allowed channels: SMS, email and/or WhatsApp, depending on what they consented to.
- Topics: if you segment by topic (appointment reminders vs. promotions), each one can be toggled separately.
How it affects campaigns
- Customers without consent aren't included in marketing audiences, so they don't receive campaigns.
- If an audience has 200 people but 30 haven't given consent, the campaign sends to only 170.
- Inactive customers who have withdrawn consent are excluded automatically when the audience is recomputed.
Good to know
- Consent is stored with the date and source (public form, customer profile, etc.) for audit purposes.
- Customers can withdraw consent via the "unsubscribe" link in any message, or ask you verbally and you update it. Both paths are logged.
- On the customer profile, the 🛡 icon next to the name shows that marketing consent has been withdrawn — handy at a glance.