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This article will explain the different marketing consent status' what they mean, and where to change them.

Note: RPS use does not make an agent GDPR compliant and clients should follow their own corporate process.

Note: Consent for marketing does NOT affect property matches and is not possible to configure it to do so.

1. Changing the marketing consent

  • The marketing consent is always stored against the Contact record

  • After changing the consent, a contact note / journal entry will be added against the record. It will state when it was changed and who by

    Important

    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.

 Contact note / Journal entry

2. Reporting on marketing consent

  • open Power reports


  • Make sure you are running a Contact report


  • Click Show contact criteria


  • Select Marketing consent

Please Note

If you aren't familiar with Power Reports, please see the following article: Power Reports - how to build a Power Report



As well as consent on the contact record, it is possible to apply individual levels of consent to mailings or events within the appropriate section. You choose to use this to denote that the contact may have denied consent for general mailing items but has expressed interest in specific publications. Or the reverse is also true in that a contact who has consented for marketing can request to not receive items to do with particular subjects. The options can be selected, any Opt Out will be recorded with the date this was changed.

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