To find customers nearing their ePermissions expiry date
Your organisation may have included a rule that permissions are automatically disabled once the ePermissions have been in place for a certain amount of time – e.g. ePermissions may be valid for a period of 2 years.
The date the ePermissions are set is recorded on the Channel Preferences page of the customer record and is, therefore, a searchable field.
- Open Data Explorer
- Select the Customer Entity and click the OK button to start the search with the customers that you have access to
- In the Categorisation or All section select the next search: Consent Evidence Start Date
- Select the search criteria from the options available.
Example: Your ePermissions last for 2 years so you may want to speak to customers about ePermission renewal up-to six months before their permissions expire. In this case the search would be: Show me all customers who set their ePermissions more than 18 months ago:
Click the OK button to carry out the search
Click the total number to view the resulting customer list
Important: Switch the list type from Customers to Customers – Channel Preferences to view the ePermissions choices or for Marketing Department use.