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Manage permissions for individual visitors

Learn to manage the permissions of individual persons.

Updated over 2 weeks ago

Email marketing permissions

To permit the sending of triggered emails to a visitor, you can use the OK to send emails permission. This option is useful if a visitor has previously been excluded from triggered messages. The visitor only receives triggered messages initiated by Fresh Relevance.

This setting works in combination with the Require positive permission trigger setting.

When Require positive permission is enabled, visitors with Not Set for the OK to send emails permission won't receive messages. Not set is the default setting for new visitors.

If Require positive permission is disabled, these visitors receive messages.

Enable email sending

  1. Go to Data > Visitors and select the visitor you want to enable the permission for.

  2. Under Permissions, expand the OK to send emails drop-down menu, and select Given positive permission.
    You must only do this if the visitor has given explicit permission to receive emails.

Disable email sending

To prevent a visitor from receiving any further triggered email messages initiated by Fresh Relevance:

  1. Go to Data > Visitors and select the visitor you want to unsubscribe.

  2. Under Permissions, expand the OK to Send Emails drop-down menu, and select Don’t send.


SMS marketing permissions

To set SMS marketing permissions:

  1. Go to Data > Visitors and select the visitor you want to change SMS permissions for.

  2. Under Permissions, expand the OK to Send SMS drop-down menu, and select the correct permission.
    Options:

    • Given positive permission
      Only enable this setting if the visitor has given explicit permission to receive SMS.

    • Don’t send

    • Not set
      This is the default setting for new visitors.

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