Is there a setting to prevent any texts or emails for a particular customer?

LorraineB
New Contributor

I've had a customer request that we not send her ANY marketing texts or emails.  What is the process for doing that?  Thanks!!

7 REPLIES 7

jenn_comfortmax
New Contributor III

I make sure to put in the notes in all caps and pin it so the note stays on top that the customer has opted out of all marketing text messages.  

dwhite45
Valued Contributor

Same for me. I only have what Lorraine has. It would be great if we could stop the marketing from some accounts.

LorraineB
New Contributor

I don't have either of those options. 🤔  Here's what I do have:

LorraineB_0-1714413169710.png

and 

LorraineB_1-1714413291663.png

Any ideas? 😎

I have the same, what about creating a tag for DO NOT SEND MARKETING EMAILS OR TEXTS?

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Here is what I see, maybe reach out to your CSM and send them a screenshot.Screenshot 2024-04-29 155150.pngScreenshot 2024-04-29 155121.png

Randi Thompson
Bill Joplin's Air Conditioning & Heating

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

OH ummm 🤔, I don't see anything in permissions related to this. I'm assuming you have Marketing Pro..correct? 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

On the customer page hit the edit pencil and there is checkbox for "do not send promotional marketing emails" and when you hit edit contact methods, under the phone number click on notifications and uncheck "marketing updates".

Randi Thompson
Bill Joplin's Air Conditioning & Heating