TT – Manage Email Subscriptions

Within OpenCRM you can set up and manage your customer’s subscriptions. What’s more, via the customer portal, your client base also has the ability to manage this themselves! This Tuesday Tip video demonstrates how you can do this.

This feature is about so much more than meeting your GDPR requirements. Giving your customers the tools to manage which communications they receive from you gives you a better chance of running successful campaigns in the future.

Learn how to build your subscription lists, view which of your customers subscribe to them, and create the necessary links for your emails that allow your customers to manage these preferences.

This video will also walk you through some of the settings options available to you that let you configure this feature to suit your business.

Tom will also show you what your customers will see when they follow the links to your portal, where they can manage their email preferences.

This video is part of our Tuesday Tips series, a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?