Sometimes it's a good idea to send campaigns only to clients who have agreed to receive promotions from you. People who have requested promotional material are expecting it, and are more likely to react positively. Furthermore, in some countries you are legally required to ask your clients for their consent before you can send them campaigns or promotions.
vCita makes the consent process easy by providing the Opt-in for Campaigns option in Client Card Settings. When you select this option, a consent area appears on the forms that clients fill out when they contact your business through the system (for instance, when they send you a message or schedule an appointment). For example:
This article explains how to activate the Opt-in feature and describes other considerations related to consent when sending campaigns:
Adding the Opt-in for Campaigns Field
The Opt-in field is added from the Client Settings page, as an additional component to your Client Cards.
To add the Opt-in for Campaigns field:
- At the left side of the vCita console, click Settings. Then, at the upper right corner of the Settings page, click Client Card.
- At the bottom of the page, open the Add Field list, and select Opt-in for campaigns. Then, to add the field to your Client Card Settings, click Add.
- To ensure that your campaigns will be sent only to clients who have consented to receive promotions, select the Allow campaigns only to opted-in clients checkbox.
For more information about the other options, click here.
- When you are finished configuring the options, at the bottom of the page, click Save Changes.
Once you've added the Opt-in setting, the client's consent status is displayed in the Info tab of the Client Card. You are also able to search for clients who have given consent by filtering the Clients List for those who have agreed to receive promotions and special offers:
Sending Campaigns: Considering Client Consent
Since client consent is a significant issue that could have practical implications for your promotions, vCita helps make sure that you send campaigns to the right clients.
If the Allow campaigns only to opted-in clients checkbox in your Client Card Settings is checked (see Step 3 in the procedure above), a non-editable reminder message is displayed when you get ready to send campaigns. In addition, the system will not allow you to add clients who haven't given consent to the list of campaign recipients.
If you haven't checked the Allow campaigns only to opted-in clients checkbox, vCita still reminds you to consider the consent issue before you send a campaign.
Note: For complete details about campaigns and how to send them, refer to Get Started with vCita Campaigns.