Opt contacts into 1 to 1 crm emails when GDPR is enabled

Marketing & Content Hub GDPR
4

Hello, I built a workflow to solve this issue.

Create the workflow and set up the trigger:

  1. Create a contact-based workflow
  2. Click “Set up trigger”
  3. Select “Email subscriptions”
  4. Select “Contact has not opted into all of”
  5. Check the box next to “One on One”
  6. Click Apply Filter
  7. Click Save

Create the action:

  1. Click the “+” symbol to create a new action
  2. Select “Manage email subscription status” (under Property management)
  3. Set “New opt status” to “Opted in”
  4. Set “Communication subscription type” to “Sales Email | One to One”
  5. Select your lawful basis for communicating with contact
  6. Enter your explanation for communication consent
  7. Click Save
  8. Turn on the workflow