Introduction

You can set applicants’ preferences around having their CV Marketed out, and Contact’s preferences on receiving Marketed CV’s. These preferences are taken into account at the point of mass communication being attempted of the applicable form and determine if the applicant or contact is included or not.

For greater flexibility, records can be Opted In or Out or it can vary across these marketing preferences.

Additionally, expiry dates can be set on the opt in or opt out. For example, you have an applicant that is taking a 6 month contract elsewhere and wants to opt out of receiving mass communications during this time. Or you have a Contact that has a large recruitment project upcoming and so for a short period of time want to opt in to receive Marketed CV’s (where usually they wouldn’t want to).

Preferences can be set at record creation or managed after creation in the Consent tab.

Managing marketing preferences is permission based, please see the User Management | Permissions article.

For setting marketing preference defaults for new records please see the Settings | General Settings article.

Marketing preferences for applicants and contacts are searchable, please see the Applicant Searching and Contact Searching articles.

Applicant & Contact Consent

When adding consent to applicants and contacts you can choose to add them as opted in or out and set the expiry date. Additionally, you can add any notes which may be the explanation of the chosen settings.

Once saved there are two states the consent will appear as Permitted and Prohibited. This is controlled by the combination of Opt in/out status and expiry dates.

With no expiry dates set the states are simply Opt in / Permitted, or Opt out / Prohibited.

However, once expiry dates are set and subsequently exceed that date the previous state will have expired.

For example, you have an applicant that opted into receiving SMS marketing until a specific date, and up until that expiry date the state would have been Opt in / Permitted.

However, once that expiry date has passed the state would change to Opt in / Prohibited. The original opt in/out option would not change as it will allow users to know the history and for example, search on recently expired consent.

Company Marketing Preferences

On the company record and in the new company form you can set company-wide default marketing preference for all contacts at that company.

Setting the marketing preferences at the company level is very similar to setting them for applicants or contacts, however instead of setting a specific expiry date for opt in/out you set a number of months in the future (as an expiry date would soon pass).

In addition to applying these defaults (including expiry) to any new contacts added to this company, you can use the Bulk Update Tool to update all existing contacts at the company.