What are the different ways through which you can obtain consent from the customer?
You can obtain the customer's consent either through an email (manual email or a consent form attached to an email), through Portals, or orally through phone calls.
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Consent Management
Zoho CRM's consent management settings helps you get consent from your prospects and customers. We provide a system where you can customize the consent form, include it in your email templates, set consent related preferences, and most importantly, ...
What are the lawful bases the data controller can use to process customer data?
The data controller can choose from six data processing bases. These are: 1. Contract- This applies when you need to process the customer's personal data to fulfill your contractual obligations, or to take some action based on the customer's request ...
What happens to the data if a customer doesn't respond to a consent email within a certain time period?
If the customer doesn't respond to a consent email, the data controllers can decide how long they want to wait for a response. Once it exceeds that time period, the status will be Not Responded and the data will not be processed.
I am using Zoho CRM, Survey and Campaigns. I have created a consent form, but cannot see alerts when a customer has already consented. Will I also receive notifications when the data is pushed into Campaigns from Zoho CRM?
The moment you get consent from your customers through the consent form in Zoho Campaigns, the data processing status changes to Consented. You can view all the contacts who have given consent by clicking on Subscribers > Manage Consent > Expressed. ...
Different Types of emailing options
Email features in Zoho CRM can be looked at, in two levels: Native emailing features: Let's say you wish to send an email to a lead, but you don't have your email address configured in CRM. In such a case, can you send an email from CRM? The answer ...