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This guide has been reviewed against our global client base and classed as relevant to the UK only |
This page explains the different marketing consent status
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options - what they mean
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and where
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Note: RPS use does not make an agent GDPR compliant and clients should follow their own corporate process.
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they can be changed
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Using the system does not guarantee GDPR compliance, you should always follow your own corporate process to ensure this |
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Consent for marketing does |
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not affect property |
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1. Changing the marketing consent
- The marketing consent is always stored against the Contact record
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matching - to prevent an applicant being matched to a property, you should mark the applicant as inactive, as outlined here: |
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1. Setting marketing consent Marketing Consent can be set/changed on any role record (i.e. contact, applicant, vendor, landlord, tenant) but is ultimately held against the contact and shared across any role the contact has From top left of record, below contact name:
After changing the consent setting:
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For all contacts registered in RPS where their date of registration is prior to May 25th 2018, any contact who has a marketing status of "Consent not asked" will be treated as having Marketing Consent as given. Any contact record created after this date will treat consent not asked as denied. |
2. Reporting on marketing consent |
- open Power reports
- Make sure you are running a Contact report
- Click Show contact criteria
- Select Marketing consent
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If you aren't familiar with Power Reports, please see the following article: Power Reports - how to build a Power Report |
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As well as setting Marketing Consent on the contact record, it is possible to apply individual levels of consent to mailings |
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/events within |
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the Categories & Mailings screen (also on the contact record) This can be used when a contact has denied consent for general |
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marketing but has expressed interest in specific publications |
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- or the reverse |
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, where a contact |
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has consented for marketing |
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but has requested to not receive items |
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on specific subjects Use the Categories & Mailings screen in the contact record to specify individual requirements - any mailings that a contact chooses to opt out of is recorded, along with the date it was changed |
Related articles
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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An explanation of the different marketing consent status options available - what they mean and where they can be changed |