Privacy & consent
Because botn handles personal contacts, it provides consent management so you collect, store and use data lawfully.
Privacy & consent
Because botn handles personal contacts, it keeps consent status in one place so you collect, store and use customer data lawfully. From the Privacy & consent screen you can see marketing consent at a glance, export data, and check the rules for marketing sends.
The four consent states
Each contact carries one marketing-consent state. Marketing sends are filtered automatically based on it.
- Opted in — Included in marketing sends. Email campaigns go only to contacts in this state.
- Not confirmed — The default for new contacts. Consent hasn’t been confirmed yet, so they’re excluded from marketing sends.
- Denied — The contact has declined marketing.
- Unsubscribed — Consent was given and then withdrawn — handled via the email unsubscribe link or set manually.
Manage consent per contact
Set each contact’s consent on the contact detail screen. Toggle with the opt-in / unsubscribe buttons; for denied or unsubscribed contacts a warning shows before you send.
- Open the marketing-consent item on the contact detail.
- Tap Opted in or Unsubscribe to match the real state.
- From then on campaigns and SMS respect this state automatically.
Where consent comes from
New contacts created from forms·bookings start in the Not-confirmed state. For customers who actually consented, switch them to Opted in on the contact detail so they’re included in campaigns.
When a recipient clicks the unsubscribe link that’s automatically attached to email campaigns, that address is added to the suppression list and dropped from future sends.
How sends honor consent
- Email campaigns — go only to contacts who have an email and are Opted in. Unsubscribed contacts are excluded automatically.
- SMS sends — skip denied and unsubscribed contacts; the skip reason is shown in the send result.
- You can also pre-filter campaign audiences by consent state in the segment rules.
Export data
From the Privacy & consent screen you can download all contacts as CSV — including name, contact info, status and marketing consent.
Per-contact data export for subject-access requests is available on the contact detail as JSON — bundling the contact’s notes, tasks, quotes, deals and campaign history.
Delete personal data (anonymize)
To handle erasure requests, run Anonymize on the contact detail. Identifying fields — name, contact info, memos — are removed and the contact is set to Unsubscribed, while statistics and history records are preserved. This can’t be undone, so proceed carefully.
Practical tips
- Before a bulk send, check the Opted-in count here first. A smaller-than-expected audience usually means many contacts are still Not confirmed.
- If you collected consent offline, switch the contact to Opted in manually — form/booking contacts are not auto-set to Opted in.
- Export to CSV periodically so data migration and audits are easier.