What are marketing preferences
You can set up your marketing preferences at the organisation level. This includes how you'd like to contact customers regarding offers.
If you have different brands within your organisation, you can apply specific preferences to certain venues.
Once you enable marketing preferences, you can see them:
Within an enquiry: If you've input an email address for the customer
This means your staff can add preferences when speaking to the customer.
When you click a customer in the Customers tab.
In your customer download spreadsheet.
At the point of booking or enquiry on your booking form on your website.
Set up marketing preferences
Whole organisation
⚠️Important: To have access to the organisation settings, you need to have user permissions to view all sites and to manage booking rules.
To set up your marketing preferences for your whole organisation, follow the steps below:
Click Settings, then click Organisation.
Click Marketing.
If you haven't already set any preferences, a default message displays.
To remove this, click the red X, then click Save.
Click Add a Field.
Enter a name: You can filter by this to manually add preferences to your customers.
Enter a description: This is what your customer sees.
You can include hyperlinks in the description, to your privacy policy for example.
Click Save.
Certain sites
To set up your marketing preferences for certain sites, follow the steps below:
Click Settings, Sites, and select the site.
Click Marketing.
Select specific marketing preferences.
Select the preferences relevant to the site.
Click Save.