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Resubscribing a Client

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Resubscribing a Client May 17, 2024 1.3

 

This article describes how to resubscribe a client to receive electronic communications (email) from the CRM after the client has requested to be unsubscribed.

This article is divided into two sections:

NOTE: This article currently addresses the CRM portion of the process. Steps required within SendGrid will be made available elsewhere.

 

Enabling the Resubscribe Feature

  1. To ensure the feature is active, go to the Admin Tab and select Roles from the Navigation Bar. PRO Account Admin Tab to Roles Feb2024.png

  2. Select the role associated with the client that wishes to re-subscribe.

  3. Go to the Contacts section of the page, under Modules / Permissions, and search for “Resubscribe Client” (likely located in the 2nd or 3rd column - see below)

    Admin Tab to Roles to Resubscibe Client May2024.png

  4. Click the checkbox next to “Resubscribe Client” to activate that feature, and then click Save from the Navigation Bar.

Steps to Resubscribe a Client

  1. Go to the Contacts Tab and select the contact who wishes to be re-subscribed for electronic communications.

  2. From the Client Dashboard, scroll down the page and confirm that there is a triangular icon next to the email address (see highlighted image below). This is what indicates if the contact is unsubscribed. If you hover over the triangular icon, you will see “Unsubscribed” appear (also shown below).

    Resubscribe_Client_ShowWhenUnsubscribed.png

  3. Scroll back up the page, and select the “E-Marketing” nested tab/subtab near the top middle of the page. You should see a warning under the “E-Marketing Summary” header. Click the “Re-Subscribe Contact” button (see highlighted section below).

    Emarketing_Tab_to_Resubscribe_Client_Button.png

  4. A dialog box then opens, confirming that you have received permission from this contact to resubscribe. Click the “Accept” button to continue (or click Deny if unsure). Resubscribe_Warning_Confirm_Resubscribe.png

  5. A confirmation message will then appear at the bottom middle of the page to confirm that the contact was successfully resubscribed. Contact_Successfully_Resubscribed.png

  6. To confirm that the client was resubscribed to receive electronic communications, return to the Contacts Tab and select the contact who wishes to be re-subscribed.

  7. On the left side of the Client Dashboard, you should see that the triangular warning icon has disappeared, indicating that the contact has been resubscribed. EvidenceOfResubscriptionMay2023.png

     

    Article Version History: 

    Version Effective Date Description
    Basic 08/19/2022 Initial Release
    1.0 01/04/2023 Subject Matter Reviewed and Updated
    1.1 05/05/2023 Refreshed all screenshots to remove old company references and improve legibility.
    1.2 05/02/2024 Refreshed additional screenshots to reflect interface updates.
    1.3 05/17/2024 Re-added Step 2 in the first section of the article, minor grammatical updates.
         
         
         

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