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

[Kmoloo]

If I enable GDPR for my HubSpot account, I have the ability to use contacts filters and workflows to set my contacts' subscription settings.  However, when I look to email a contact from CRM in a one-to-one format, I have to give them one-time consent or select that they are not applicable to GDPR rules.

How do I opt them in permanently to sales, one to one emails?

As a test, I tried emailing a contact after granting one-time permission, and even after they replied, they still weren't opted in.  Meaning, I tried to send them another message and was again presented with the option to grant them one-time consent.

I also tested by subscribing them to one of my marketing email subscription types and I was still presented with the one-time consent option for sales one-to-one emails.

Please advise, thanks.

[margaret2]

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

[jennysowyrda · Accepted solution]

Hi @Kmoloo,

It looks like your question was answered in this thread. 

As outlined there, you can complete this by following the steps here:

Accessing subscription information

Thank you,

Jenny

[Kmoloo]

Thanks for your response, but my issue was that the option for "Sales - One to One" wasn't showing up in my drop-down.