Contact Preferences

Respect their choices

Record and manage how each customer wants to be contacted, so every letter, call, SMS, email or WhatsApp message goes out the way they’ve asked.

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Channel preferences

Record a customer’s preferred contact method, whether that’s phone, letter, SMS, email or WhatsApp.

Consent tracking

Keep an accurate, up-to-date record of what each customer has agreed to be contacted about.

Automatic enforcement

Preferences are applied automatically, so customers are never contacted the wrong way.

Easy updates

Preferences can be updated at any point during a call or case, keeping records current.

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