Preference Flags are used to determine if a Contact in the CRM wants to be contacted via Email, Mail or Fax. This is particularly important when you are completing marketing activities and only want to contact individuals who are happy to be on your mailing list. To help our customers be GDPR compliant, we have also implemented a Opt In flag for you to record when a customer opts in to your marketing communications or when they opt out.
On a Contact record select the 'Communication' tab on the left hand side.
You can then select the required preference flags for 'Email', 'Mail' or 'Fax'. There is also an additional option for 'Swap'. This relates to if the Contact has authorised for their details to be passed on to a third party.
Once you have made your selection it will be saved automatically in the CRM.
For more information about setting a Contact's Preference Flag please see our video below.