Marketing opt-in consent is gathered via a paper form that the HCP completes and signs. The details will need to be transferred to Actis and a scan copy of the form uploaded.
Open the customer record and under the Navigation tab open the Channel Preferences page.
- Tick the relevant choices in the Marketing Information section
- Tick the relevant choices in the Contact Method section
- Add the email address and/or mobile phone number to the Communications details section
- Click in the Type field and select the evidence type from the drop-down options
- Click the Browse button and upload the scan copy of the evidence from your computer
- Click the Calendar button and set the date the consent evidence was obtained
- Click the Save or Save and Exit button to confirm your changes
Hover over the information icons next to the ticked preferences to view when each was last changed.