Details

    • Type: Sub-task
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 4.2.0
    • Fix Version/s: 4.3.0-b1
    • Component/s: Staff Interface
    • Labels:
      None

      Description

      Create a new company setting for opting-in to email marketing.

      1. Create a new page under Settings > Company > General called Marketing
        • On this page, create a new checkbox setting for displaying an option for clients to opt in/out of marketing emails

          Present clients with an option to opt-in/opt-out of email marketing

      2. On the admin add/edit page, and client edit page, display a new setting for the client to receive marketing emails
        • Whether this setting is shown to clients depends on whether the checkbox to display an option to opt in/out of marketing emails is checked

      There may be a case for adding this as a client group setting, but for simplicity I think it can be a company setting for now, and we can override in the future as a client group setting additionally if there is demand for it.

      Under Settings > Company > General, add a new section called Marketing. This section may be used for other things in the future, but for now it'll contain a few simple settings:

      • [x] Present clients with an option to opt-in/opt-out of email marketing (If checked, show the following radio option)
      • ( ) Require users to opt-in to marketing emails if they wish to receive marketing emails. The option will not be checked by default.
      • ( ) Require users to opt-out of marketing emails if they do not wish to receive marketing emails. The option will be checked by default.

      The radio options above would be Order Settings. Whether opt-in/opt-out is enabled would be company setting, client group override
      Default option this is enabled, but requires users to opt-in... the option will not be checked by default.

      Preselect the radio option "Require users to opt-out of marketing emails. The option will be checked by default."

      When client accounts are created, this option, if enabled will be presented, and presented in the selected way, including:

      • When Staff create or edit a client account
      • When Client's create an account through the Order Plugin
      • When client's edit their account (primary contact)

      The option will be evaluated when sending an email or generating an export with the Mass Mailer, per CORE-2673


      Logging (see CORE-2692, CORE-2693)

      Could put this is contact log?

      There must be logging of opt-in/opt-out requests. We should be storing the date/time the request was made, the type of request, and the person making the request. It's important to distinguish whether the option was checked by default or the client had to check it.

      Date/Time Type Staff/Client ID IP Address
      2018-04-12 00:00:00 opt-in Client 1500 192.168.0.1

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            • Assignee:
              jonathan Jonathan Reissmueller
              Reporter:
              admin Paul Phillips
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              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                15/Jun/18

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