The GDPR which was introduced in 2018 requires that you have evidence of consent from a contact to be marketed to via email, text, calls etc.
Sage CRM has a simple consent tracking capability, allowing you to store consent records from customers against their contact record.
Here you can see I am looking at the consent records for a person.
Consent should be recorded for each type of campaign — there is no concept of one consent acceptance covering all interactions.
The screen below shows the consent records for a Lead.
In this case I have received consent for Email contact associated Sales offers, but the Lead has declined to receive 3rd party offers via post. And I am still waiting to hear whether they are happy to receive phone calls from me.
Consent should also be renewed, for example every two years.
And once saved, a new consent email can be sent.
I will cover the creation of creating and send consent emails in another article.