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How to subscribe or unsubscribe a customer from your mailing list

Add a customer to your mailing list, or take them off it, from their record on the Customers screen.

Customers on your mailing list receive the marketing emails you send from WithWine. On your website, in the WithWine app and in Vintner, customers opt in themselves. Staff can also change it on the Customers screen (WithWine's CRM), for example when a customer asks to be taken off the list.

How to subscribe or unsubscribe a customer

  1. Click Customers in the left-hand menu, then click the customer's name.

  2. Click Subscribe to add them to your mailing list, or Unsubscribe to take them off it. Only one of these buttons shows, depending on whether they're subscribed.

The change happens straight away and is recorded in the customer's Activity, for example "Unsubscribed from Mailing List Saltbush Estate".

How to see who's subscribed

  • A pink envelope next to a customer on the Customers screen means they're subscribed.

  • The Subscribed to Mailing List tab lists only subscribed customers.

  • The Mailing List tile shows how many are subscribed.

Before you subscribe someone

Only subscribe customers who have agreed to receive marketing emails from you. When you add a customer with + Add Customer, Is Follower / Subscriber is set to Subscribe by default, so change it if the customer hasn't agreed.

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