At any time, you can edit your contact's communication consent preferences from their contact profile in the Salesfloor application.
Consent States
A Salesfloor Contact record can have one of the following Consent states set for their default Email address or Text Message number
- Subscribed to Marketing - same behavior as currently ‘checking the box’
- 1 to 1 only - same behavior as currently leaving the check box ‘unchecked’ (assuming the email/number hasn’t been added to an unsubscribed Blocklist)
- Unsubscribed from All - new explicit state set prohibiting ALL communications of that type from the Salesfloor platform
Setting the Consent Status
By the Associate
From the create/edit view of a Contact record in the mobile app, the associate will be able to set the consent state of their default Email address and Text Message. By default, the consent status is set to ‘1 to 1 only’.’
When the associate sets the status to Subscribed to Marketing, the customer will need to provide an electronic signature as proof of consent.
When the associate attempts to set the Email and/or Text Message consent to Unsubscribed from All, they will be prompted on save to confirm the action prior to saving.
Once the Email and/or Text Message consent is set to Unsubscribed from All, the ability for the associate to change this will be disabled.
Although the associate may not be able to override the Unsubscribed from All status, the following actions can modify the customer's consent state:
- The customer submits a future Customer Request (and uses the same email address or text message number) for that associate/store.
- The customer submits a future Get My Updates (and uses the same email address or text message number) for that associate/store
- The customer sends a ‘start’ text message to the associate/store number (assuming they previously had replied ‘stop’)
See also: