Who sees announcements?
Answered
I have a few clients I no longer want to do business with, but I do not want to delete their client records because I want to keep their scheduling and payment data.
If I mark them "Inactive," will they see future announcements I create that I send to my entire client database?
Thanks!
-Tom
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Official comment
Tom, thanks for your question! Marking a client Inactive will not prevent them from seeing your marketing announcements. To achieve this, navigate to their client card, and under Communication Details click on Show More and opt them out from there. You can still mark them inactive from the client card as well, which is a great way to keep track of these clients without losing their data
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Wow...there's hope for me yet! LOL
Thanks for the quick response!
-Tom1 -
Of course! If you ever have another question, OR a tip or trick for your fellow Thryvers, make another post here!
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I navigate to a client and click on Edit in Communication Details, but there isn't an Opt-Out option.
When seeing "Unsubscribed from receiving campaigns: Yes," I assume the client initiated that.
Is this also true for Announcements? I only run Announcements at the moment, not Campaigns.
Ignore the mobile number warning; the client is based in Germany.
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Thanks Tom! In looking at your account specifically, it looks like the field for Opt-In/Out was deleted from your Client Card fields. When this happens, the box to determine whether a client is opted in or out will disappear, as in this case.
I went ahead and re-created it for you, so the box should be appearing now if you follow the same steps0 -
Thank you.
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The field is called "Opt-In for Promotions," does this include Announcements? The wording/phrasing is unclear.
Also, wouldn't it be better if all clients are Opt'd in, then they can or I can opt out?
Do I now have to go through my entire client list and Opt-In everyone I want to receive Announcements?
This is unnerving.0 -
Yes, this opts them in to any kind of marketing messages under the Marketing tab. This would include both automated campaigns, and announcements.
You can change the wording on this field by navigating to Settings>Client & Contact Info and click the edit icon on the field. Changing the name won't affect the behavior, just the label in the field (and how it appears in any contact forms it's included on).
In order to comply with CAN-SPAM and federal regulations, yes it is required to opt your clients in. But there is an easier way to do it than one by one! You can export your client list, and find or create the opt-in column. Then, if a client is to be opted in, mark it with a 1 or TRUE if they opt in, and a 0 or FALSE if they opt out (either way of doing it is fine as long as it's consistent). Then, import the spreadsheet, and make sure to check the box to update existing clients. This will opt them in all at once. As you mentioned, they are then free to opt out from there if they choose0
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