Opt In Partners to Email Communication

Overview

After a selection list is created, the users within the list still need to opt in to receive email communications. 

Note: Partners must give permission prior to these emails being sent to receive them. Please consult your company GDPR guidelines before executing this task.

 

Before You Begin 

• Log into PRM Admin with CommTask Level 1 rights or greater and selectTask Level 1 rights or greater.
• Be sure you have the Partner's permission to take this step. Partners must give permission to receive these marketing emails.
• Ensure the selection list has been created correctly.

 

How to Opt In For Email Communications

1. Navigate to Communication > Target Lists.
2. Click on the Title of the list to view the people associated with the selection.
   
   
3. Select the checkbox to the right side of the person's name.
   
   
4. Select Set Flags for checked people from the Selection Functions drop-down list.
   
   
5. The Person's Profile Attributes opens in a new window.
6. Scroll down to the Subscribe to email communication categories section.
7. Select the categories you want to receive email communication from by selecting the Set option. To unsubscribe from a category, select Unset.
   
   
8. Scroll to the top of the page and click Save.

Related Topics

• Create Email Marketing Communication
• Schedule Email Communications
• Video: Design Your Communication
• Video: Send Partner Communication