Targeting Marketing Recipients
In this article, you’ll learn how to:
- target a group of clients for Announcements and Campaigns
- manage clients’ consent to receive promotional material
- comply with anti-spam regulations
Creating a recipient list using tags
Grouping clients for a recipient list is easy.
Step 1: Go to the Clients menu. From the Filter Clients pane on the right side of the page, select the filters you want to use to choose the clients you need for your recipient list.
Step 2: At the top of the Clients menu, click Select > All or select individual clients from your search.
Step 3: To make sure that all the clients you chose share the same tag(s), select Manage Tags > Add Tags. Add the appropriate tags (or create new ones) and click Add Tags.
Now that you have your clients tagged appropriately, you can select Campaign and Announcement recipients by tag when selecting campaign and announcement recipients.
- You can also use Client Status as a filter for selecting Campaign recipients.
- For some Automated Campaigns, you have the option of selecting All Matching Clients in your Recipient Settings. This selection is based on your Client Status Automation settings.
Manage client consent: opt-in for campaigns
It’s recommended you send campaigns only to clients who have given their consent to receive marketing messages, in compliance with data protection regulations (e.g., GDPR). Clients who have given consent are also more likely to react positively to marketing promotions.
Our system makes collecting consent easy. Here’s how to do it:
Step 1: Go to Settings > Client Card & Forms.
Step 2: Add the Opt-in for campaigns field.
This will add an opt-in checkbox to your Client Card Settings (which apply to all clients).
Once you have added the field, you can decide for each client whether or not to only send campaigns to clients who have given consent (opted-in). This information can be checked by you (the business) based on your knowledge of the client, or clients can fill it out themselves if you add the field to your Intake Forms.
By sending campaigns from our system you are accepting our terms of service. It is your responsibility to ensure that your campaign material complies with anti-spam laws.
Our system has built-in spam detection mechanisms and if suspicious activity is detected on your account, the account will be locked without notice.