Envoke

Zoltan Wagner

Marcus Warren

Marcel Ursprung

Subscriptions, contact lists and consent

Learn how to import contact lists to your account

Import contacts

How to use custom fields to personalize email content and collect data on forms

Custom fields

Create dynamic lists using custom criteria

Segments

Bulk edit contacts

How to delete contacts and what to consider before for deleting them

Deleting contacts

Configure columns to be displayed on the contact list page

Contact list column setup

Find contacts who meet certain segmentation criteria

How to view specific contact segments

How to identify contacts using internal and external contact IDs

Contact IDs

Export contacts

How to add new contacts and update existing contacts in your database

Add or update contacts

Active contacts

Learn how to import contacts from Mailchimp to your Envoke account.

Import contacts from Mailchimp to Envoke

Country codes

List sync using a CSV file

Contact list management

How to use tags, subscriptions and and other settings to maintain a well segmented contact list

Grouping your contact list (list segmentation)

Customize how contacts can manage their email preferences and profile

Email preferences page

Reason for unsubscribing feedback from contacts

Subscription and consent management overview

Subscription management

Sending mandatory content to your contacts

Sending mandatory emails

Changes to sending mandatory messages

Mandatory content

Which consent system (CASL, GDPR, opt-out) applies to contacts?

Automated consent management for contacts in the European Union

GDPR compliance

CASL, GDPR and the opt-out system

Jon Maybury

Consent management overview

Overview of CASL consent management options

Review the various consent options that you can manage with Envoke

Available consent states

Automation and functionality to manage implied consent

Implied consent management

Expiry of consent

Tips to maximize the number of contacts where you have a valid consent for sending email.

How to prevent expiry of implied consent

Remind your contacts automatically before their consent is about to expire

Automated consent expiry reminders

What is the consent request banner and how to use it

Consent request banner

Learn about your options to change consent states for contacts

Updating consent statuses

Sending consent request emails

CASL

Envoke.com

Find answers and get help from Intercom Support and Community Experts

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