Overview
Each person record in Street has two related but distinct sections for managing how a client wishes to be communicated with.
Marketing consent - whether the person has agreed to receive marketing emails and property match emails
Communication preferences - the channels they are happy to be contacted through (email, phone, post, text)
Keeping these up to date ensures you only contact people in ways they have agreed to, and that broadcasts and property matches reach the right recipients. And every change is recorded in the activity log, including who made the change and when, so there is always a clear audit trail.
Finding Marketing Preferences
Marketing preferences can be set up when creating a person or from an existing person record, found by searching their name in the global search. If editing an existing record, scroll down until you see the Marketing Consent and Preferences cards on the right hand side.
Marketing Consent
The marketing consent section records whether a person has opted in or out of:
Marketing emails - communications such as newsletters, campaigns, and broadcasts
Property match emails - receiving applicant match or property match emails
Marketing emails has three states: Yes, No, or Not set. However, once a person has a marketing consent set to Yes or No, the option for Not Set is removed, to ensure the mandatory fields capability isn't ignored.
Note - Not set means no preference has been recorded this is different from an explicit opt-out.
Only clients with marketing emails set to Yes will receive broadcasts, unless a broadcast is specifically marked to ignore marketing preferences (for example, for urgent or transactional messages).
Property match emails has two states: Yes or No. By default this will be set to yes whenever creating a new person in Street however this can be amended at any stage. If set to no, applicants will not be eligible to receive property match emails.
Communication Preferences
The communication preferences section has four toggles, one for each contact channel of communication: Email, Post, Phone, Text Message.
From here you can toggle each one on or off and click save.
How Clients Can Update Their Own Preferences
Clients can manage their marketing emails preference from within their Street account. Additionally, if your network has the marketing preferences link enabled in your company notification preferences settings, a 'Manage your marketing preferences' link will appear in the footer of transactional emails sent from Street.
This link takes the client to a self-service preference centre where they can update all of their preferences without needing to contact your office.
Note - The link is unique to each client and expires after 7 days. Additionally, any changes made through the preference centre are logged automatically in Street for your visibility.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!