GDPR requires all companies to receive explicit permission from EU residents to contact them by email, postal mail, or phone.
Opt-In Preferences on Online Forms
To help you toward GDPR compliance, opt-in options appear when a constituent enters an EU address on Bloomerang CRM online form. To opt-in to all updates, constituents can select this option: I would like to receive or continue receiving updates from [Your Organization's Name].
To opt in to only some updates, constituents can select the same option, and then select only some of these options:
By Email
By Postal Mail
By Phone
Constituents can update their preferences each time they submit a form.
Email Sign-Up Forms
Email sign-up forms have clear messaging that constituents will be contacted at this email address.
Opt-In Preferences in Form Confirmation Emails
After a constituent submits an online form, they receive a form confirmation email. All confirmation emails have a Manage Email Preferences link. Constituents can click this link to opt in to all, some, or no email interests.
Opt-In Reason for Changes Made by Administrators
As a best practice, let your constituents manage their own email preferences. If you change the email preferences for a constituent, you must enter a reason.
After you save the changes to the constituent's email preferences, the reason, a timestamp, and your Bloomerang CRM user name appear when you next select to change this constituent's email preferences.
