Sage Partners
Connect on Twitter
  • Home
  • Find a Reseller
    • By Location >
      • U.S. Partners
      • Canada Partners
    • By Sage Product >
      • Sage ERP Partners >
        • Sage 50 Partners
        • Sage 100 Partners
        • Sage 300 Partners
        • Sage Intacct Partners
        • Sage X3 Partners
        • Sage 500 Partners
      • Sage Construction Partners >
        • Sage 100 Contractor (Partners)
        • Sage 300 Construction (Partners)
      • Other Sage Partners
  • Sage Product Info
    • Sage 50
    • Sage 100 >
      • Sage 100 Tips & Tricks
      • Sage 100 System Requirements
    • Sage 300 >
      • Sage 300 Installation Guides
    • Sage Intacct
    • Sage 500
    • Sage X3
    • Sage Construction >
      • Sage 100 Contractor
      • Sage 300 Construction
      • Sage Estimating
    • Other Sage Products >
      • Sage Fixed Assets >
        • Sage Fixed Assets User Guides
      • Sage CRM
      • Sage HRMS >
        • Sage HRMS System Requirements
  • Sage Add Ons
  • Resources
    • Blog
    • Popular Articles
    • Buying Guides >
      • Inventory Management Tips
      • ERP Implementation Failure
  • Contact Us

How to Manage Marketing Consent Using Sage CRM

9/13/2018

0 Comments

 
Sage CRM Marketing Consent Screen
Depending on where you do business and the local privacy laws in your region, you may be required to have evidence of marketing consent from your contacts. In other words in order to send email, call or text, your contacts may need to have explicitly agreed to receive marketing communication from your company. In this article, we'll show you how to create and manage those consent records in Sage CRM.

Consent Management Overview

Sage CRM 2018 Release 2 (R2) added consent tracking capability that enables you to store consent from customers against their contact record. Requests for consent can be issued directly from Sage CRM using preconfigured email templates that included an 'Accept' link. Once a contact clicks the link, the acceptance is recorded against their record in Sage CRM.

Creating a Consent Record

  1. Open the Person or Lead you'd like consent from.
  2. Click the Consent tab, then click New
  3. Configure the fields as appropriate then click Save

Now it's time to get in touch with the person or lead and ask them if they agree to receive marketing material.
​

Sending a Consent Email

Using a template in Sage CRM, you can send a consent email with hyperlinks that allow recipients to accept or decline your marketing communication.  To enable these consent emails, an administrator must do the following:
​
  • Configure standard email in Sage CRM
  • Ensure that Sage CRM is accessible from outside your corporate network
Now you're ready to send the consent email as follows:

  1. Find and open a person or lead
  2. Create or open an existing consent record, and then click New Consent Email
  3. In the window that opens, from Template select Person Consent Email or Lead Consent Email
  4. Edit the email body as necessary
  5. Complete remaining email fields and click Send Email

​NOTE: You can also send consent email to a group of multiple persons or leads using a similar process.  When you send email to a group, Sage CRM automatically creates a consent record for each person or lead in that group. In addition, the system automatically records consent record status based on which link the recipient clicks (Accept/Decline). Refer to Sage CRM user documentation for full steps and details for sending consent email to a group.

Related Articles:
How to Extend User Inactivity Timeout in Sage CRM
New Features Available in Sage CRM 2018
Using the Classic Outlook Integration for Sage CRM
Need Help Using Marketing Consent Capabilities in Sage CRM?

Get in touch with your local Sage Authorized partner.
​To find one in your area, click below.

Find a Sage CRM Partner
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    ARE YOU A SAGE PARTNER?

    Get Your Business Listed Here!

    Click below if you're interested in having your business listed in this online directory of Sage Partners.
    Get Started
    Sage Cloud Hosting by gotomyerp

    Popular Articles

    Big Bang Implementation vs Phased Approach
    (Pros, Cons)

    ---
    Sneak Peek!
    Sage 100 2025
    ---
    What's New in
    Sage 300 2025

    ---
    New Release:
    Sage Intacct 2025 R1
    ---
    What Does ERP Stand For?
    ---
    Sage 100 System Requirements and installation Guide
    ---
    Sage 300 Installation Guide
    ---
    Sage 100 Tips & Tricks

©2025 Top-Sage-Resellers.com. All rights reserved. This material and content on this website may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder. This website is not owned, operated, affiliated with, or endorsed by Sage Software, Inc. or Sage Intacct, Inc. Sage, Sage logos, and Sage product names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
Privacy Policy