Customers must give permission to receive marketing messages by email, text, or both. They can do this through your website, by signing up directly, or by giving verbal consent, which can be recorded by a salesperson through the CRM app.
Messages are automatically sent based on where in the sales process the opportunity is in the CRM app.
When an opportunity is first created there will be a check box to indicate if the customer agrees to receive messaging.
With these options checked, the customer email address associated with the opportunity will be added to the mailer service for the messaging campaigns.
Note: If marketing messaging permission is indicated at any other point except opportunity creation, the client email will not be added to the mailer service. The process will have to be manually done.
All SMS messages are logged in CRM Chat tab. Journey Start and End are documented under the History tab of an opportunity. All messages are time logged.
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