NavigateERP for African business

Opt-outs

People who asked not to be messaged.

Steps

  1. A customer can opt out with the link in a message. Staff add an opt-out in Contacts → Opted out (e.g. someone who asked by phone) - for SMS & WhatsApp, email or everything.
  2. Only a manager can lift an opt-out, with the person's agreement; it is recorded in the audit trail.

Good to know

  • Opt-outs apply to campaigns. Messages about the customer's own tickets still go to those who agreed to be contacted on a form.