Set the consent toggles of a customer
The consent toggles tell if Zimple can contact the users of a customer. They are in the section Communication on the Settings tab of the customer.
| Toggle | When it is on |
|---|---|
| Allow emails from Zimple | Zimple can send announcement and product-update emails to the customer. |
| Allow in-app messages from Zimple | Zimple can show in-app messages in OneClick to the customer users. |
Set the toggles
Section titled “Set the toggles”- In the sidebar, click Customers. The Customers page opens.
- Click the name of the customer. The page of the customer opens on the Settings tab.
- Click Allow emails from Zimple to turn it on or off. The text at its right shows On or Off.
- Click Allow in-app messages from Zimple to turn it on or off.
- Click Save changes. The window Confirm changes opens and shows the old and the new values.
- Click Save changes. The Partner Portal shows Customer updated.
The Partner Portal saves only the toggles that you changed. When a toggle changes, the Partner Portal also sends the values of the two toggles to Zimple in one message.
A toggle without a customer value
Section titled “A toggle without a customer value”A customer can have no value for a toggle. The Settings tab then shows the toggle as Off, but OneClick uses your default for in-app messages. When you save a toggle, the customer value replaces the default. See How defaults and customer values work together.