How do you enable customers’ opt-in/out for the CSMs communications? Is there an automatically-generated opt-in form? Is there a way to opt-out? Does the system verify if customers can be emailed to based on their opt-in/out status?
Question
Customers opt-in/out
+4
Gainsight handles Opt-Out similar to other email tools and you can see some more details here
+13Hi
Customer Success would generally based off either legitimate interest or contractual (speak to your legal team to see what they think) and you wouldn’t generally need an opt-in to customer success communications, but of course, they need to be not “marketingy” or “fluffy” which requires some degree of governance.
Opt-in is useful if you’re doing targeted comms based on roles, and you have users that wouldn’t normally receive them who would like to be included.
Hope this other take can help you get some discussions started.
Thanks
Alizée
+7Sign up
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