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  2. Entering and Modifying Data
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Setup Client Opt-In / Opt-Out

Opt-In versus Opt-Out

Sites can be set up to either require clients to Opt-In or Opt-Out of marketing options.  Follow these steps to alter settings to the desired method.  The values set in the Client record for Preferred Marketing Methods are used in certain reporting and emailing functions.  If a marketing method is highlighted in the Client record, marketing is permitted.
Opt-In (recommended)
Laws and regulations may require Opt-In only. Consult your system administrator and/or legal consultant for advice.
  • These steps will disable any automatic settings and require the client to Opt-In to marketing options.  On the Admin module, a new Client record will not automatically enable the marketing methods.
  • Go to Settings/Security > Settings > Branch Profile. Edit the profile.
  • Go to the Preferences tab.  Locate the field called Permitted Marketing Methods (Admin).  This controls the default values on a new client record on the Admin module.
  • Remove the highlight from any value you want to allow the user to select manually when creating a new client record.
  • Go to the Web Options tab.  Locate the field called Permitted Marketing Methods (WebReg). This controls the default values on a new client record on the WebReg module.
  • Remove the highlight from any value you want to allow the Client to select manually when creating a new client account.
  • Save the Branch Profile settings.
Opt-Out
  • These steps will enable any automatic settings and require the client to Opt-Out of marketing options.  On the Admin module, a new Client record will automatically enable the marketing methods.
  • Go to Settings/Security > Settings > Branch Profile. Edit the profile.
  • Go to the Preferences tab.  Locate the field called Permitted Marketing Methods (Admin).  This controls the default values on a new client record on the Admin module.
  • Add a highlight from any value you want to default as enabled and require the user to manually remove when creating a new client record.
  • Go to the Web Options tab.  Locate the field called Permitted Marketing Methods (WebReg). This controls the default values on a new client record on the WebReg module.
  • Add a highlight from any value you want to default as enabled and require the Client to manually remove when creating a new client account.
  • Save the Branch Profile settings.

 

 

 

 
 
 
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  1. Rick Stern

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