Customer preferences

The Customer Marketing Preference feature is a useful tool that helps you keep track of which customers are comfortable receiving marketing messages via email. To enable the Marketing Preference entry feature:

  1. Open the Setup app on your Clover device or on the Web Dashboard.
  2. Select the Features category.
  3. Check the checkbox to enable Customer Marketing Preference.
  4. Change the text in the text box to the message that you’d like customers to see when given this option.

After each transaction, ask your customer to join your marketing program with an email address and/or phone number to receive your discounts and promotions. 

Alternatively, you can also enable Customer Marketing preference by turning on the Marketing Permission button in your CRM.