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Unsubscribing customers from email communications

What to do when a customer requests to unsubscribe from emails

Updated over 3 weeks ago

If you have a customer that would like to be removed from the mailing list and stop receiving email communication this can be done in a few ways.

Remove Marketing Consent

Navigate to the Customer's profile and the select the Data & Privacy tab. Here, you can change the Marketing Consent for the customer by clicking on the edit button.

By changing the consent to No, the customer will no longer receive messages sent from the Messages tab. Any messages related to projects that they have booked onto will still be sent to them.

Deactivate the customer account

Another method is to make the customer's account completely inactive. To do this, navigate to the Customers tab and locate the customer. In the Active column, press the green tick to make it into a red cross.

Doing this will mean any communication sent to customers through the Messaging tab or Project messaging will not be delivered to any customers made inactive, even if they were booked onto a particular project.

Note: If a Customer's account has been made inactive they will no longer be able to login to their account until it is made active again. Customers with inactive accounts will also no longer be searchable to book them onto a project via the back end.

Manual removal from messages

If the customer would still like to receive some communication but not all, they can be manually removed from the list of customers when you are sending a message.

To do this, go to the Messaging tab and Add the recipients you intend to send the message to. If the customer has been added to this recipient list then find their name in the list and press the x button to remove them. Once you send the message, the customer will not be included in the list of recipients.

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