| SharpSpring provides you with the ability to segment leads based on a lead's reason for opting in. This way, you can be in compliance with General Data Protection Regulation (GDPR) guidelines while having a granular view of lead behavior. This article will detail how to segment leads by consent reasoning.
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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
| CRM PRO | |||||
| CRM Free | |||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Lead Segmentation Reasons
Currently, SharpSpring saves the first opt-in reason for a lead. However, the Informed Consent (GDPR) reason will take precedence over the other available reasons. Leads that have explicitly opted in to receive emails are segmented into five different reasons:
| Opt-In Reason | Description | ||
| Form Double Opt-In |
Leads who have filled out a double opt-in form and clicked through the system-generated double opt-in email. |
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| Custom Opt-In |
Leads generated from a custom double opt-in workflow. |
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| Import |
Leads that have been imported to a list with the Is Opted In system field set to True. |
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| Opted In Manually by User |
Leads that have that have been manually double opted in through the Double Opt-In to Emails setting from the Contact Record. |
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| Informed Consent (GDPR) |
Leads generated from a GDPR form fill field. This category takes precedence over all other categories. |
Segmenting via Workflows
To segment leads by opt-in reasoning through the Visual Workflow Builder, do the following:
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