How To Manage Customer Communication Preferences

This article will provide a step-by-step guide on how to manage a customer’s communication preferences.

Having the ability to opt-out of specific communications from certain lotteries will reduce unwanted correspondence and lessen the likelihood of customers unsubscribing from all marketing communications altogether.Purchase confirmation and results emails are compulsory, customer’s will not be given the option to unsubscribe from these.

Prerequisites

• Access to Powered By Jumbo Admin

• Required level of access to view and edit customer accounts

Manage In PBJ Admin

1. Locate The Customer

Using The Quick Search Field

Located at the top of the Admin panel is the quick search field.

In this field, you can enter various identifying details which will allow you to search for a customer.

Using The Search Form

Navigate to the Powered by Jumbo Admin dashboard. Select ‘Customer search’ from the toolbar located on the left of the page.

For further steps on how to search for a customer, click here.

2. Navigate To Communication Preferences

Locate the correct customer profile in PBJ Admin.

Navigate to the left toolbar on the customer profile and select ‘Customer activity’.

From the ‘Customer activity’ dropdown menu, select ‘Communication preferences’ to view the customer’s communication preferences.

3. View and Edit Communication Preferences

Communication Preferences in PBJ Admin will contain either:

• A single toggle for all marketing updates

• Multiple toggles for every PBJ lottery that exists on a particular PBJ website

• Multiple toggles for every PBJ lottery, and the different channels of communication (Direct Mail, Email, Phone, SMS).

Single toggle for all marketing updates

To enable or disable marketing communications, click on the toggle on the right.

To set these new lottery preferences, click on the blue 'Save changes' button in the bottom left.

4. Blocked Emails

In the event that a customer has also marked our emails as spam, you may be required to unblock their email address on our system.

You can do this by following the following process: Unblocking Customer Emails

Help The Customer Manage From The Web Or App

Web

1. Click On My Account

Get the customer to hover over My Account and then click on Communication preferences.

If the customer is on the My Account page, then select the Communication Preferences button.

2. Change Communication Preferences

Direct the customer to enable or disable relevant communication methods, as they see fit.

App

1. Guide The Customer To Communication Preferences

Click on My Account from the bottom right of the app.

2. Select Communication Preferences

Click on Communication Preferences from the list.

3. Change Communication Preferences

Direct the customer to enable or disable relevant communication methods, as they see fit.