Marketing Preferences

We’re excited to announce the ability to collect marketing preferences from customers directly on TeamUp. This is available right now in your Business Dashboard in TeamUp.

To get started, head over to the new Marketing Preferences section in your Customer Settings.

Customer Site

Once enabled, your customers will be required to choose a marketing preference during signup:

And any existing customers will be gently prompted to set their preference:

Customer Field Change Report

You can use the new Customer Field Change Report to view a list of when a customer changes their Marketing Preferences, or any other field for that matter. This report will be enhanced over the coming months to also include the user that made the change.

MailChimp Enhancements

You can respect a customer’s marketing preferences when exporting to MailChimp.

If you enable the “MailChimp Auto-Unsubscribe” in your Customer Settings and you have a linked MailChimp account, customers will automatically be unsubscribed from all of your MailChimp lists when their Marketing Preference is updated to indicate they’d like to not receive messages.

We’ve also added the ability to use MailChimp’s Double Opt-In when exporting customers to MailChimp, which is another way to ensure you are receiving consent from the customer to send them messages.