CRM and customer data
How do I keep email and text opt-outs synced everywhere?
Keep consent and opt-out status in one main customer record and make every sending system check it. When someone opts out in any channel, update that record immediately and keep the date and source of the change.
What to check
- Which system holds the main consent record?
- Do all sending tools check it before sending?
- Can you see when and where the opt-out happened?