To opt a client back in to receiving emails, follow these steps:
Opting Back In via the CRM:
- Access the CRM (Customer Relationship Management) System: Log in to your AXLE portal and navigate to the CRM section.
- Locate the Client’s Profile: Find the client’s profile within the CRM. You can search for their name or other identifying information to locate their profile.
- Opt Out Dropdown: Within the client’s profile, look for the ‘Opt Out’ section or dropdown. In this section, you should see options related to the client’s communication preferences.
- Uncheck Email Option: To opt the client back in for receiving emails, uncheck or deselect the ‘Email’ option in the ‘Opt Out’ dropdown. This action indicates that the client is willing to receive emails again.
By following these steps, you can successfully opt a client back in to receiving emails. This process respects the client’s communication preferences and ensures that they receive emails from your organization.