How to Opt-In/Out a Customer

Overview

This guide explains how to opt-in and opt-out a customer out of communications. To ensure compliance, you must complete these steps.

When to Use This

When a customer asks to:

Opt-Out

• Unsubscribe from emails
• Stop receiving calls or texts
• Be removed from all communications

Opt-In

• Subscribe to emails

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Opt-Out

When a customer requests to be opted out, there are three steps your need to complete to make sure the request is processed.

Steps: Submit the opt-out request through the internal link

1. Open the opt-out form: https://consent.tfin.com/admin/lead_opt_out
2. Enter the customer's information:
   1. Full Name
   2. Email Address
   3. Phone Number
3. Select "Submit Opt-Out Request"

Opt-In

When a customer requests to be opted in there are steps your need to complete to make sure the request is processed.

Steps: Submit the opt-in request through the website

1. Open the website: https://triumph.io/contact-us/
2. Select the respective type of company that is relevant to the customer
3. Enter the customer's information
   1. Page 1
      1. Company
      2. First Name
      3. Last Name
      4. Email
      5. Phone
      6. Click Next
   2. Page 2
      1. Fill out preferences (if applicable)
      2. Update relevant information
      3. Select "I agree to receive marketing emails from Triumph"
      4. Select "Submit"