Manage marketing preferences
Check which marketing messages a patient has agreed to receive, and record any changes.
Table of Contents
Opting in means a patient agrees to receive marketing, such as newsletters and offers, by a given channel. Opting out means they don't want it. Appointment messages aren't marketing, so reminders still go out.
Check or change preferences
Open the patient and go to their details.
Find the consent settings for email, SMS and other channels.
Change what the patient asked for and save.
Each change is kept in the patient's consent history, so you can show when and how it happened.
Campaigns skip anyone who opted out of that channel. Unsubscribing from a marketing email updates the preference automatically.
Up next
Next, read Edit or delete an email template.