Reviewing the consent a person has given

Understand how you are allowed to contact a person with marketing material and the history of their agreements to your policies

Nicholas Merican avatar
Written by Nicholas Merican
Updated this week

From a quick glance you can see the latest marketing consent that a person has given from the Summary section on the profile sidebar. The person should only be contacted about marketing by the methods that they have consented to here.

You can review the history of a profile's agreements to your policies from the Policies tab inside the Advanced tab on their profile. Any new agreement to a policy by candidates or staff is captured here.

You can also view a list of profiles and their relevant consent consent by:

  • using the segment builder rule

  • selecting the column for Marketing Agreement on the column selector

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