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 for contacting them. By default, MagManager assumes you have a "legitimate interest" to process data for your clients.
Steps to update client consent
Step 1 - Open the client record.
Step 2 - Click the Consent tab.
Step 3 - Click Add Consent tab, this opens the consent dialogue box allow you to update the preferences,
NOTE: Consent automatically gets updated here when a client enters their preferences via the customer portal. How to set up the customer portal
Step 4 - If you have been asked not to contact the client, switch the toggle next to Don’t contact. There is a space for you to add comments.
Step 5 - Click Save.
Setting up email templates with an unsubscribe link
Adding an unsubscribe link to email template allows your clients to update their marketing preference by clicking the link in the email.
More on this here - How to add an unsubscribe link to email document templates
Letting clients update their preferences
To allow a client to unsubscribe or to update their contact preferences, you must include an “update preferences” link at the end of all your marketing emails. (See above).
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 customise the portal with your own logo and add your privacy policy and terms and conditions.
More on this here - How to set up the customer portal
