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I want to make sure that every new contact, which is created in SuperOffice CRM receives a Privacy confirmation e-mail. This should apply to contacts, which we import too. How do I set it up in SuperOffice CRM?
You can easily set up SuperOffice CRM to send a privacy confirmation e-mail to all manually created or imported contacts. Please follow the steps below to do it:
In the same way, you can set up if contacts, which end up stored in your CRM after import, saving after chat conversation, or received via web form etc. gets privacy confirmation e-mail or not.
Note! If you want to disable the privacy confirmation e-mail, choose the source, which should not receive the e-mail and deselect the option.
More information:
FAQ: How do I change the language of the Privacy Confirmation e-mail message that is sent automatically to newly created contacts?
FAQ: How do I create and assign different translations to my new privacy confirmation e-mail template?