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Relationship Marketing Permissions

Relationship Marketing Permissions

Owned by Alom Hussain (Unlicensed)
Last updated: Jul 05, 2024 by Funmilola Adesewa Olorode
3 min read

Accelerate lets you see at a glance whether or not customers have given you permission to use their contact details for marketing purposes, and which contact details you’re permitted to use.

The Preferences you can select from are: Email, Fax, Post, Group, SMS and Telephone. 

Granting and Revoking Marketing Permissions

Note: that marketing permissions do not prevent transactional messages being sent from Accelerate, whether manually or automatically.

To check what permissions you've been given by a customer, click the Edit Pencil on their Relationship record and click on the Marketing Permissions (MP) button in the Relationship Details section:

 

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The following menu will be displayed:

 

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Here, you can specify which permissions you've been given by the customer by using the 'Grant' button in the Action Link column.

 

The text in the MP button tells you at a glance what permissions the relationship has against it where NONE means no permissions. If the relationship has any permissions, these will be represented by one or more of the following initials - this string is also visible in the Relationships report:

E - Email | F - Fax | P - Post | S - SMS | T - Telephone | G - Group

Now, you can see when the permission was granted and which member of staff last updated the table:

 

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Clicking the 'Revoke' button will remove that Marketing Permission.

The ‘Reset All' button appears above the table. Clicking it will completely wipe the table and leave it with nothing granted.

 

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Once a permission has been granted and revoked once it cannot be granted or revoked again, the table would have to be reset start again.

Exclude Auto Contact

Clicking ‘Exclude Auto Contact’ will prevent all automatic communications from being sent to the relationship it is selected for:

 

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It is possible to reset this setting for a relationship once it is set to exclude.

Reporting on Marketing Permissions

You may want to retrieve all relationships with certain permission(s) in order to be able to market to them. To do this click ‘Reports’ in the top menu, then click the ‘Relationships’ dropdown in the reporting suite and click ‘Relationships’:

Note: The reporting suite is only available to users with administrative permissions or specific permission to access reports. 

In the Relationships Report, click ‘Actions’ then ‘Filter’:

Add a 'matches regular expression' filter on the field Marketing Permission String using the initials for a permission:

If you want to search for multiple permissions, separate your permission initials with the pipe | symbol as follows:

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