GDPR Compliance (Legally required by 2018)
We use the Email Marketer tool to send out two types of
emails based on the service you buy.
- Upsell email marketing
- 3 emails over a 7 day period to help you use the service
With GDPR coming in May the client will HAVE to opt-in to
receive these types of emails.
We can create two custom fields and
use them in a similar way to the Mass tool (https://docs.whmcs.com/Mass_Mail)
The custom fields would be presented on the order from for
the client to “opt-in”
However the Email Marketer there is no filter on custom
In addition, to support the GDPR guidelines on automated/scheduled email
marketing automated unsubscribe is required.
- Please add custom fields criteria to the criteria selection/filter for Product mails. So the
emails will only go out if the client opted in (i.e. has a custom field set to a specific value)
- Please add an email template 'unsubscribe' placeholder so that a link can be included that would update that custom field, or at least take the recipient to a form to allow them to selectively unsubscribe. (easy unsubscription links are required by GDPR and CANSPAM)