Marketing opt-in consent is gathered by sending a compliant email to the HCP directly from Actis requesting that they opt-in via a link. The details are recorded directly into Actis and confirmed to the HCP by an email.
Open the customer record and under the Navigation tab open the Channel Preferences page
- Click in the Preferred Language field and select the best language for the recipient (available in multi-language systems only)
- Click in the Email field and add the customer email address
- Click the Save button to confirm your changes
- Click the View button next to the Send Consent Email button to view the email text before it’s sent
- Tick the CC Me checkbox if you would like to receive a copy of the email
- Click the Send Consent Email button to send the request email to the customer
- A warning message will appear and you will be asked to confirm. Click the OK button to proceed
The Customer will receive an email with a link to Actis. The email text will be approved by your compliance team and cannot be edited.
When the customer clicks the link, they will be taken to a webpage where they can set their marketing permissions.
As soon as the customer clicks the Update Preferences button, their choices will be recorded in Actis and they will receive a confirmation email.
A record of the emails sent can be found on History page of the customer record.