Mailing & Consent Lists

Collecting Consent to Mail your Contacts

  • Mailing & Consent Lists allow you to collect and record opt-in consent from your contacts. You can gain consent from your existing contact database using an email link, or from new leads via your website using a web form.

    The feature enables compliance with international data protection legislation, including the EU’s General Data Protection Regulation (GDPR), creating an auditable log of when, how and from what IP address the consent was granted.

  • Mailing & Consent Lists for GDPR Compliance

  • Collect consent from new leads via your website*
  • Collect consent from your contacts in the CRM
  • Manage mailing preferences
  • GDPR Compliance
  • Cross-refer CRM and consent data for segmentation

Mailing & Consent Lists for Segmentation

You might also use the feature to maintain multiple mailing lists and segment your contacts into different areas of interest. For example, you could have one List that records your contacts who have given general consent, or have multiple Lists for emailing, SMS and telephone calls. Similarly, you could have multiple Lists for each of your product/service groups.

Your contacts can access a mailing preferences page to select which mailings they wish to receive or to unsubscribe. This feeds back to the CRM and creates a consent record in the account, in accordance with the GDPR requirements.

Web-to-Lead Forms

*Collection of consents via a website requires the web-to-lead Web Transactions feature (Advanced Marketing module). All other Mailing & Consent Lists features are available in both the Simple and Advanced Marketing modules.