When utilizing automated messaging within VGM (where outgoing messages are processed automatically), it is crucial to have control over which messages are delivered to customers. This control becomes particularly important when customers request not to receive further communication.
To adjust a customer's automated message settings, follow these steps:
Open the "Add / Edit Customer" window for the customer you intend to modify. This can be accomplished directly from the "Customers" search screen or from various other locations within VGM, such as Jobsheets or Sales Invoices.
Within the "Add / Edit Customer" window, navigate to the "Messages" section. Here, you will encounter two dropdown settings:
"Yes": Selecting this option indicates that all automated messages will be sent, provided you possess valid consent to send the message.
"Legitimate Interest": Opting for this setting instructs VGM to exclusively send messages with the "Legitimate Interest" consent type automatically. Messages categorized as "Default," "Reminder," and "Marketing" will not be sent automatically when this setting is chosen.
"No": Choosing this option signifies that VGM will refrain from sending any automated messages to this customer, regardless of their consent settings. This option is useful when a customer explicitly requests not to receive future communication, as it effectively prevents the delivery of all automated messages.
If there are outbound messages queued for a customer that cannot be sent due to their automated message settings, you will receive a warning message within the Reminders and Outbound Messages windows.
This notification alerts you that the message cannot be dispatched automatically until the Automated Message settings in the "Add / Edit Customer" window are updated.