Record marketing permission and respect unsubscribe requests
Record evidence for the current recipient address and understand why suppressed addresses cannot be re-subscribed through the Hub form.
Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.
Where to start
Contact or lead profile → Marketing permission
PermissionManage marketing permission and view submissions; native source-record access
Before you begin
Have the actual permission evidence available. A CRM contact, an enquiry submission and permission to receive marketing are different things in this workflow.
Follow these steps
- Open the intended contact or lead and choose its Marketing permission action.
- Select Withdraw / unsubscribe, or Verified affirmative subscription when permission has genuinely been checked.
- Enter Evidence and source. For a subscription, tick the confirmation that you verified affirmative permission for marketing to the current address.
- Choose Record permission and reopen the record to inspect its current status.
- When a recipient uses the preference link in a Hub email, respect the resulting suppression. Review future queued messages rather than trying to bypass that state.
Fields and options
- Evidence and source
- Required text, up to 2,000 characters. Record the evidence your organisation actually holds.
- Current address
- The consent record is matched to the email address currently held by the native record.
- Suppression
- Withdrawal suppresses the address across matching contact/lead records in this workspace and cancels queued Hub messages to it.
Rules and limits
- A suppressed address cannot be re-subscribed with this form.
- Public enquiry forms do not request or create marketing permission.
- The email preference link supports unsubscribe; it is not a self-service re-subscription screen. Privacy evidence is hidden from staff without the privacy capability.
Check the result
- Check the status against the current email address.
- After withdrawal, confirm affected queued email is cancelled and new delivery is refused.
If something does not look right
- If subscription is refused as suppressed, do not change the address or create a duplicate contact to evade the control.
- If the native email address changed, verify the new address and its evidence before attempting delivery.
Common questions
Does receiving an enquiry make the sender subscribed?
No. Enquiry acknowledgement is not a marketing grant in this module.
Can a staff member clear suppression with Record permission?
No. The subscription edit refuses a suppressed address.