You can create communication preferences to manage how clients receive external clinic communications, such as marketing messages, newsletters, or any other external communication of your choosing. Clinic staff must confirm each client’s consent and preferred communication channels by manually adjusting their communication preferences and disabling any channels the client does not wish to receive messages through. Once client consent is granted, it can be used to automatically send external clinic communications using the Provet API.
To enable and manage communication preferences, go to Settings > Organization > Communication Preferences.
-
Enable communication preferences: When this setting is enabled, the clinic staff can set how clients receive marketing messages and newsletters, or any other external communication of your choosing. This must be configured individually for each client on their client page.
-
Default validity time: You can set a default duration for how long communication preferences remain valid. This default can be overridden when configuring a client’s individual communication preferences.
-
Guidelines: You can provide consent guidelines on how client preferences should be managed, including rules on seeking consent. The guidelines should explain why client consent is necessary, what types of communications clients will receive, and how their information will be used.
-
Go to Settings > Organization > Communication preferences.
-
Select the Add button. The Create communication preference row dialogue opens.
-
Select the Active checkbox to make the communication preference available for client interactions using the selected communication channels. When selected, the communication preference appears in the 'Active' list. If it is not selected, the communication preference is shown in the 'Archived' list, indicating it is not currently in use.
-
Enter a Name for the communication preference.
-
Select the channel(s) through which communications will be sent to clients.
-
To make the preference editable, select the Editable checkbox. Editable communication items can be configured per client.
-
Add a Description if needed.
-
Select how you want the description to be displayed:
-
Show on hover: Display the description when hovering over this item in the communication preferences list. Recommended for longer descriptions.
-
Show full text: Display the full description under the item’s name in the communication preferences list. Recommended for shorter descriptions.
-
-
Select Save. To edit a communication preference, select the pen button at the end of the row.
To set a communication preference for a client, see Set and Manage Client Communication Preferences and Consent.
Updated
Comments
0 comments
Please sign in to leave a comment.