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Email Opt – In/Out for Contacts in Account 360 view

Sending an email to clients is important and providing an option to opt out is equally important. For marketing campaigns, agents need to ensure that they have permission to send campaigns to prospects or clients. Agencies that comply benefit in the long run as they have higher open and click-through rates on their campaigns, and are able to drive significant levels of sales and revenue from their email marketing initiatives.

To comply with The CAN-SPAM Act for email marketing opt-in options, agents can now update the client’s preference to email in Client 360 Overview. Even if the client fits the criteria and appears on the generated list, the system will not send an email if they have opted out.


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