Mailing & Consent Lists allow you to collect and record consent to receive your digital marketing messages given by the contacts in your Marketing database.

The feature enables compliance with international data protection legislation, including the EU’s General Data Protection Regulation (GDPR).

You might also use the feature to maintain multiple mailing lists and segment your contacts into different areas of interest. For example, you could have one List that records your contacts who have given general consent, or have multiple Lists for emailing, SMS and telephone calls. Similarly, you could have multiple Lists for each of your product/service groups.

To view your Mailing & Consent Lists go to Settings then System Settings.

Mailing Consent Lists

Open Mailing & Consent Lists and click ‘+Add’ to create a List and give your list a name e.g. ‘Newsletters’.

Mailing & Consent Lists

You can add contacts to the list(s) automatically using WebTransactions (see Web-to-Lead Forms) or you can add them manually from the contact record.

Please note, that whilst you’ll be able to add consents manually with the Simple Marketing module, you will need Advanced Marketing to capture consents from your web site.

Mailing & Consent Lists

Select the List that the contact has consented to, the date of consent and description of the consent, e.g. Manual, Online Registration, then save.

Mailing & Consent Lists: Add a Contact

The consent record will show on the Contact record under the Mailing & Consent List section.

Mailing Consent in Contact Record

Collect Consent from your existing contacts

Your existing contacts can give their consent to receive your digital marketing messages, or unsubscribe completely, by accessing your Mailing Preferences page via an email.

A link to your Unsubscribe & Mailing Preferences page (or Unsubscribe only) can be added to your email design in the Sections tab. Your contact will be able to click the email link to update their preferences.

Add the Mailing Preferences Section to your email

You can also embed a text link through to the Mailing Preferences page within your email text using the Personalisation feature. In an open text box, position your cursor where you want the link to appear and click the Personalisation button. Scroll to the bottom of the personalisation list and select {managemypreferences}. Please note, you will also need to include an Unsubscribe link at the bottom of your message, as this is mandatory.

Manage mailing preferences

When your contact opens the email it will display as the link below:

Manage preferences email

The consent record will show on the Contact record under the Mailing & Consent List section.

Mailing Consent in Contact Record

Collect Consents from new leads on your web site

Using the Advanced Marketing module’s WebTransactions, you can generate leads from your web site and automatically capture them to your CRM. By adding a compliant checkbox to your registration form you can also use this feature to record consents to your marketing mailings.

To comply with GDPR, you will need to record “explicit consent” which means you cannot use a pre-ticked checkbox. It has to be an unticked box with an explanation of what will happen if you do tick the checkbox. For example:

Web Form with Consent checkbox

Contact Record

The Mailing Consent data will be added to your Contact’s record. Each record on the list shows how, when and where the contact gave consent to be mailed.

Mailing & Consent Lists: List Members

Click on the Name field to view and edit the contact’s record, or on the Consent Date field to view and edit the consent record.

Mailing & Consent Lists: View Consent Record

Mailing Preference Page

Your Mailing Preferences Page is the web page your customers access when they click to manage their mailing preferences from your email, or to unsubscribe.

Update Your Mailing PreferencesYou can customise the page to meet your business needs. In Settings / System Settings click on Mailing Preference Page. Here you can edit the text, add your logo and your web site URL.

Customise your Mailing Preferences Page

Once your contact has given consent the record will show on the Contact record under the Mailing & Consent List section.

Mailing Consent in Contact Record

Create a Mailing & Consent List

To create a new Mailing Consent List, in Settings / System Settings, open Mailing & Consent Lists. Click ‘+ Add’ and give your list a name.

Mailing & Consent Lists: Create a new List

Next, if you are capturing consents from a web form, you’ll need to create a WebTransaction for the list and embed the code in your web site landing page. You may need to get your web site developer to do this for you.

Our Customer Support Team will be able to help you set up the WebTransaction.