For each customer you record whether the customer has given permission for email, SMS, calls, mail and home visits. Each permission is Unknown, Allowed or Not allowed.
How to do it
- Open the customer and click the pencil (Edit customer information).
- Set the permission in the matching section:
| Permission | Section | Question in the form |
|---|---|---|
| Email permission | Has the customer given permission for communication by email? | |
| SMS permission | Phone number | Has the customer given permission to receive SMS messages? |
| Phone permission | Phone number | Has the customer given permission for contact by phone? |
| Mail permission | Address | Has the customer given permission for communication by mail? |
| Home visit permission | Address | Has the customer given permission for home visits? |
- Click Save.
Good to know
- On the customer page you see the permissions as icons after CONSENT (phone, chat, email, mail, house).
- If a permission is set to Not allowed, a flow skips that channel for this customer.
See also
- Editing customer information
- Task types (including "E-mail optout")