Sales

How to add marketing consent

Table of Contents

Steps to add/update client consent Letting clients update their preferences How to customise the customer portal Setting up email templates with an unsubscribe link Mailshots

In order to comply with the EU General Data Protection Regulation (GDPR) legislation which applies to anyone processing data of EU citizens, MagManager provides you with a means of recording consent given (or withheld) by your clients for processing their data and contacting them. By default, MagManager assumes you have a "legitimate interest" to process data for your clients.

The Consent tab on the client record summarises the consent record for each client. Consent automatically gets updated here when a client enters their preferences via the Customer Portal. You can also update consent for a client by clicking Add Consent from the Consent tab.

Step 2 - Enter their name in the search box.

Step 3 - Click their name to open the client record.

Step 4 - Select the Consent tab - MagManager assumes you have a "legitimate interest" to process data for your clients. The initial entry ‘Legitimate Interest’ along with any other consent updates will be displayed in the list.

Step 5 - To update the consent, click on the green Add Consent button, top-right of the screen.

Step 6 - This displays the Consent dialogue box > Update the toggle switches are required. If you have been asked not to contact, you will need to switch the toggle next to “Don’t contact”. There is also space to add comments.

Step 7 - Click Save.

Letting clients update their preferences

To allow a client to unsubscribe or to update their contact preferences, an Unsubscribe Link should be added to all your marketing emails.

If your client clicks on the link, they will be taken to the customer portal where they can easily record their contact preferences or unsubscribe.

You will need to enable the Customer Portal and customise it with your own logo and add your privacy policy and terms and conditions.

How to customise the customer portal

Is covered in the notes How to use the customer portal for clients to supply and check artwork.

Setting up email templates with an unsubscribe link

Is cover in the notes How to add an unsubscribe link to email document templates.

Mailshots

When creating mailshots in MagManager, under Communication Type choose General Communication or Bookings from the Base my Communication on drop-down box, clients who have opted out of email contact will not be included in the search results.

However, if you select Artwork, Invoices or Statements, these clients will be included in the search results.

Mailshots are cover in more details in the notes How to create a mailshot.

Overview of clients screen How to add a new client in MagManager How to update a client record & overview of the client details tab How to search for a client in MagManager How to add an advert booking in MagManager How to add a content booking in MagManager How to add a miscellaneous booking in MagManager How to add a purchase order number How to add a discount to a booking How to cancel a booking How to send or print a booking confirmation How to update a booking that has not been invoiced How to update a booking that has been invoiced How to cancel a paid or part booking using the void button How to make a provisional booking Overview of the client timeline tab How to add a note on the client record How to add actions How to add a post-it note to the client record How to add marketing consent How to add additional client contacts How to create customs tabs How to add website and social media links How to update client details for the web directory How To Add Outlook Calendar Events To Your Actions Calendar How to create a proposal from a provisional booking Gamification on Sales Complimentary Copies and Voucher Copies How clients are categorised - all, active, prospects & inactive Overview of bookings screen Overview of sales screen