Collect and manage marketing consent

What should I decide before collecting consent?

Find out which rules apply to your audience's regions. Get professional advice if you need it, because this article is practical guidance and not legal advice.

Then sort your messages. Marketing is one group. Messages a customer needs for something they asked for, such as a receipt or access link, are another. Decide who sends each, and how a person says stop.

Collect only the fields you need. Write plain wording that names the sender, the channel, the purpose and how to unsubscribe. Avoid pre-ticked boxes and bundled consent unless the law and your policy clearly allow them.

How do I collect consent properly?

1. Show the marketing choice apart from checkout, access and required terms.
2. Say what the person will get and roughly how often.
3. Let people finish the product action without forcing unrelated marketing, where that applies.
4. Record the address, consent state, source, time, wording or version and channel, if your Tapmy setup supports those fields.
5. Send only what that choice covers.
6. Keep the evidence in case a customer or auditor asks.
7. Ask again, or stop, if your purpose changes in a big way.

Never assume consent from an imported list. When you migrate, bring a consent state across only if the source evidence is valid and the transfer is allowed. Otherwise import the customer record without marking marketing permission.

How do I manage consent over time?

Treat consent as a current state plus evidence, not a permanent label. Apply withdrawals quickly. Pass the updated suppression to every campaign tool, manual list, export and outside processor. Do not re-add someone because they bought again or wrote to support.

Keep service messages to what is needed. A receipt, access notice, booking update, security alert or direct support reply can have a different basis from promotional email. Do not pad them with unrelated marketing.

If Tapmy supports several channels or topics for you, honor the most specific choice. If it has one status only, take the cautious reading and note the limit.

What does good look like?

• Every marketing recipient has a valid basis and clear evidence.
• Purchase, access and consent stay separate.
• Withdrawals reach every active marketing workflow.
• Customers have a simple way to stop marketing.
• Imports and exports keep suppression instead of quietly re-subscribing people.

What if consent records are missing or disagree?

If evidence is missing or contradictory, send no marketing until you sort it out. If Tapmy and an outside email platform disagree, suppress first, then compare timestamps and integrations. If a form change dropped required wording, pause the campaign and fix the form.

Your audience and CRM view is available across plans, and Marketing and Funnels is on Max. Having a feature does not change your privacy duties.

What next?

Read Handle an unsubscribe request, Import customers into Tapmy and Export customer data. If Tapmy fails to keep a valid preference, contact Tapmy Support with redacted evidence and the time of the change.