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)
GDPR Compliance (Legally required by 2018)
GDPR is due to come into force regardless of Brexit in 2018, the basics of it are -Subject access (Dealt with as a company)To have inaccuracies corrected (Dealt with as a company)To prevent direct marketing (Already featured in WHMCS as per newsletter opt out)To prevent automated decision making and profiling / data portability (Not an issue with WHMCS / hosting companys)To have information erased (This presents a problem)This would be worth looking at as should someone come and ask us to remove their profile on their system it would also remove the invoices, ther needs to be a way to retain the income against the type of product and stats. We sync with Xero and if you remove it one it removes it from the other.