This article provides a step-by-step guide on how to manage marketing email subscriptions for persons in BigChange. This feature allows you to manually edit a person's subscription status, ensuring that your marketing emails are sent to the right people and you are GDPR compliant.
Editing a Persons email marketing subscription status
To edit a person's email marketing subscription status, follow these steps:
- Select "CRM" from the top menu, followed "Contacts" from the side menu
- Select the "Persons" tab
- Use the filter options in the side menu to find the person you wish to edit.
- Select the person from the persons list view, followed by "Edit".
- In the 'Details' tab, scroll to the "Marketing email" section and tick the "Doesn't want to receive marketing email" tick box.
- Select "Ok" to save your changes.
Filtering the Persons List by Subscription Status
In addition to editing a person's subscription status, you can also filter the persons list view by subscription status, You can select the following options from the "Marketing Email" filter:
- All
- Ok
- Unsubscribed
Conclusion
Managing marketing email subscriptions in BigChange is a straightforward process that can help you ensure your marketing emails are reaching the right audience and GDPR compliant By manually editing a person's subscription status and filtering the person list by subscription status, you can easily keep track of who is subscribed to receive your marketing emails.
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