How Do I Update A Customers Communication Preferences?

Update a customer's email and SMS subscription and consent from their profile, and send an SMS opt-in with Send SMS Opt-In.

Navigate to the Customers section

On portal.tapmango.com, select Customers > Customer List.

Find your customer

In the search box, search for the customer you want to update. You can search by any part of:

• Name
• Email
• Phone
• Keytag Number

Select Edit

Select Edit to open their profile details.

Update and Save!

You're taken to the customer's details. Communication preferences are on the right, in the box titled Communication Preferences.

There are two parts: Consent and Subscribed.

Subscribed

Subscribed is the checkboxes next to email and SMS. If the box is checked, the customer is subscribed. If it is unchecked, the customer is unsubscribed.

Consent

Consent is whether the customer has agreed to receive that type of message. Someone can have consented and still unsubscribe.

Email

• Not Provided — the customer hasn't said yes or no. If a customer set to this checks in on the tablet, they will be asked to agree.
• Yes — the customer has said they do consent to receive emails.
• No — the customer told you they do not consent to receive emails.

SMS

Legally, a customer must explicitly opt in to SMS in clear terms.

• Not Provided — the customer hasn't said yes or no. If a customer set to this checks in on the tablet, they will be asked to agree.
• No — the customer told you they do not consent to receive SMS.

On the customer profile, use Send SMS Opt-In to send the opt-in message. The customer must text back YES to receive your SMS.

Questions?

If you have extra questions, contact us and we'll be happy to help.