In this article, you’ll learn how to target a group of clients for campaigns and announcements, manage clients’ consent to receive promotional material, as well as how to comply with anti-spam regulations.
Creating a recipient list using tags
Grouping clients in a recipient list is easy.
Step 1: Go to the Clients menu on your dashboard
Step 2: From the list on the right hand side, select the filters you would like to use to separate out the clients you need for your recipient list.
Step 3: Click on Select > All or select individual clients from your search.
Step 4: Click on the Add Tags button above to add the same tags to each selected client and give a name to your tag and click Add tags.
Now that you have your clients tagged appropriately, you can select campaign and announcement recipients by tag when selecting campaign and announcement recipients.
Manage client consent: opt-in for campaigns
It’s recommended you send campaigns only to clients who have given their consent to receive marketing messages from in compliance with data protection regulations (aka GDPR).
Customers who have given consent are also more likely to react positively to campaigns.
Our system makes collecting consent easy. Here’s how to do it:
Step 1: Go to Settings > Client Card
Step 2: Add the Opt-in for campaigns field
This will add an opt-in checkbox to the Client Card (which applies to all clients).
Once you have added the field, you can decide for each client whether or not to only send campaigns to clients who have given consent (opted-in).
This information can be checked by you, the business, based on your knowledge of the client, or clients can fill it out themselves if you add the field to your online intake forms.
By sending campaigns from our system you are accepting our terms of service. It is your responsibility to ensure that your campaign material complies with anti-spam laws.
Our system has built-in spam detection mechanisms and if suspicious activity is detected on your account, the account will be locked without notice.