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Guide

How email consent works

Understand service follow-up email, marketing email, opt-outs, and consent evidence in Cendaro.

Updated 2026-05-02For Owner, Manager, Team member

Email consent depends on the message purpose. Service follow-up can use valid inquiry context, while marketing needs stronger consent evidence and opt-out respect.

Service follow-up email

Service follow-up email is tied to the customer's request, quote, booking, reminder, or operational next step. It should stay relevant to the work the customer asked about.

  • Replying to a customer who submitted a website form about a quote.
  • Confirming booking details after the customer requested service.
  • Following up on a quote or service request while the inquiry is still active.

Marketing email

Marketing email includes promotions, seasonal offers, newsletters, win-back campaigns, and general updates. Do not send marketing when email consent is unknown, unsubscribed, or transactional/service-only.

What to record

  • Email consent status.
  • Consent type, such as express, implied inquiry, existing business relationship, transactional/service message, or unknown.
  • Consent source, such as website form, booking form, phone verbal, paper form, or imported contact.
  • Consent text or note that explains why the business can email this person.
  • Captured date and any unsubscribe date when known.

Before sending email

  1. 1Confirm the message purpose.
  2. 2Check whether the email channel is unsubscribed.
  3. 3Use service follow-up only for relevant customer-requested work.
  4. 4Use marketing only when valid marketing consent evidence exists.
  5. 5If a message is blocked, review consent and message events before retrying.

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