Opt-in preferences for marketing and communication (mail/sms) in a type of customer portal
Sara Meert
Distinguish between transactional and non-transactional communication.
Transactional = necessary for the provision of services, such as:
- Confirmation of an appointment
- Appointment reminder
- System notifications or security updates
→ These should always be sent regardless of marketing preferences.
Non-transactional (marketing) communication =
- Newsletters, promotions, customer satisfaction surveys, etc.
→ These are only sent via the channels for which the customer has explicitly given permission.
So the following checkboxes should actually be available in the customer portal or registration form:
☐ Receive confirmations via email
☐ Receive confirmations via text message
☐ Receive reminders via email
☐ Receive reminders via text message
☐ Receive newsletters via email
☐ Receive newsletters via text message
→ confirmations MUST be checked anyway, but the customer can choose how they are sent (one way or both)
→ Reminders and marketing should be optional
Sara Meert
Merged in a post:
Email and/or SMS newsletter
A
Anicée Van Camp
Subscription choice:
“send newsletters by email”
“send newsletters by text message”