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Marketing

Manage marketing consent and unsubscribes

Record channel-specific marketing consent, honour preference changes, and understand the controls that exclude clients from promotional delivery.

Updated 10 stepsAbout 5 min

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Step by step

  1. 1

    Collect marketing consent using a lawful, clear process appropriate to the business, channel and recipient location. Appointment or service communication consent does not automatically mean promotional consent.

  2. 2

    Record email and SMS preferences separately, including evidence describing how and when consent was obtained when the workspace asks for it.

  3. 3

    Use Clients or Marketing audience tools to review a person’s current channel status. Do not re-enable a preference without valid authority and evidence.

  4. 4

    Before sending, review consent and suppression exclusions in the campaign preview. Schedmo fails closed when a required promotional consent is absent.

  5. 5

    Every marketing email and SMS uses the required first-party unsubscribe or preference path. Preference endpoints remain available even when campaign sending is paused.

  6. 6

    An unsubscribe updates the relevant channel preference and excludes later promotional sends. Permanent delivery failures and complaints are also suppressed.

  7. 7

    Use frequency limits and quiet hours to avoid over-messaging eligible clients. Eligibility is checked again when a scheduled campaign is dispatched.

  8. 8

    Keep promotional campaigns separate from factual operational notices. Operational messages must not be used to bypass a marketing opt-out.

  9. 9

    If a client disputes a send, pause further contact where appropriate and review the consent evidence, campaign, recipient status and audit history before responding.

  10. 10

    The business remains responsible for the notices, lawful basis, consent evidence and messaging rules that apply in every location where it operates.

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