View and update email and text marketing consent on the customer profile, with
a full audit history.
Open the customer profile
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1. From Marketing Hub or Range Management, open Customers.
2. Click a customer name to open their profile.
Consents tab
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The Consents tab shows:
- Email marketing status (Subscribed, Unsubscribed, Not applicable, etc.)
- SMS / text marketing status
Status badges appear inline next to dropdown controls for staff with Manage access.
Change email or SMS status
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1. Open the Consents tab.
2. Select the new status from the dropdown.
3. Enter a staff note explaining the change (required).
4. Save.
Every change is recorded in consent history on the same tab.
Who can receive email campaigns?
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Customers receive campaigns only when:
- Email status is Subscribed
- They have a real email address (not a system placeholder)
- They are not marked as a minor (not applicable)
Unsubscribe from email
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Customers can unsubscribe via the link in any marketing email ({{unsubscribeUrl}}). That sets email status to Unsubscribed automatically and logs the event.
Tips
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- Prefer collecting opt-in at waiver signup (OtterSign) when possible.
- SMS consent is tracked for future texting features; changing SMS status does
not send SMS messages in the current release.
Related articles
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- Getting started with Marketing Hub
- Marketing Hub roles and permissions