Managing Stakeholders GDPR Communication Preferences

To obtain GDPR consent via the Send Update Request Email, please follow the steps:

1) Find your organisation or contact inside Tractivity,  once inside the View Organisation or View Contact screen, just below the half-way navigation bar, you can view the current Subscription Preferences.

2) Click Send Update Request Email to obtain your organisation or contact subscription preferences via an automated email.

Please note:  If Send Update Request Email button isn't shown here, please check that a valid email address has been entered and contact permitted by email, is selected. 

3) All email text and branding has been pre-agreed by your organisation, should any changes be required, please contact your dedicated account manager.  An example of this email is shown below;

4) You can use this functionality every time you add a new organisation or contact inside Tractivity, providing you with an auditable trail of their GDPR consent.

If you have spoken to the contact and gained consent over the telephone, directly at an event or elsewhere, then you can manually update their subscription preferences. To do so, go to the View Organisation or View Contact record, choose Edit Organisation or Edit Contact found within the left-hand menu and alter their subscription preferences accordingly.

Watch this short 4-minute video to learn more.