Viewing and editing customer communication preferences
View and manage your customers' communication preferences directly on the Customer Details page. You can update customers' consent for transactional and promotional SMS, as well as promotional emails, ensuring that your customers receive relevant marketing messages.
This guide explains how to view and edit your customers' communication preferences.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
View and edit communication preferences for a customer
You can view a customer's communication preferences directly in the merchant portal:
- From the merchant portal, click Customers and select Customers from the drop-down menu.
- Click on the specific customer's name to open their Customer Details page.
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Check the Communication Preferences section to view your customer’s consent status.
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Click Edit consent to see when a customer agreed to a specific marketing channel, or to change the consent status for the different messaging channels. It's highly recommended to check with your customers before changing the consent status.
- Click Save to update the consent status for a customer.
Communication channels
View a customer's consent status for the following channels in the Communications preferences section:
Email marketing
- Promotional email: Used for marketing-driven communication, such as Rewards notifications delivered through Flows.
SMS
- Transactional SMS: The core SMS channel for Concierge, which is essential for customers to experience the full range of Concierge's benefits. This channel is required to deliver timely, order-related updates to customers.
- Promotional SMS: In the near future, Concierge will be able to send promotional or marketing SMS messages. This channel prepares you for the future state when these campaigns launch.
Opt-in methods
Customers opt-in to the different channels through different methods:
- Promotional email: Customers typically opt in to email marketing at checkout. If you have the Shopify Customer Sync feature enabled, the opt-in status may change as Recharge syncs your customers' details with Shopify.
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Transactional SMS: Customers automatically opt in to receive transactional SMS messages when they enter a valid +1 phone number at checkout. Customers can opt out at any time when they reply
stopto a message from Concierge. - Promotional SMS: In the future, customers can opt in to receive Promotional SMS messages by checking the opt-in checkbox at checkout or through the opt-in option in the Affinity customer portal.
Bulk update consent statuses
Use Recharge's Bulk Update tool to change the consent status for customers in bulk.
Step 1 - Prepare the CSV file
- Download the bulk update communication preferences CSV file.
- Use the chart below to input your customers' information, allowing you to accept or decline consent for multiple customers at once.
Column |
Description |
Required status |
| customer_id | The customer's Recharge customer ID. | Required |
| channel | The method of notification, ie. email or sms. | Required |
| constent_type | The type of notification, ie. transactional or promotional. | Required |
| The email address associated with the consent change. | Optional | |
| phone_number | The phone number associated with the consent change. | Optional |
| source_details | Extra details about the source of consent, ie. {'attestation_provided_by': 'admin_name@store_url.com'}. | Optional |
Step 2 - Perform the bulk update
- From the merchant portal, click Tools & apps and select Bulk updates from the drop-down menu.
- Click Import updates.
- Select Accept communication preferences to bulk apply consent for customers, or select decline communication preferences to bulk remove consent for customers. Select Next.
- Upload your CSV file and click Next.
- Click Prepare update.
- Click Got it to process the update immediately.
