Can I still send marketing material to clients without recorded consent?

NAVIGATION

FAQs

Applicant FAQs
- The Quick Search box is not returning the record I need?
- How do I remove an applicant from the system?
- How do I send out a mass email to clients?
- How can we set the default to 'Sales/ Lettings' when adding new applicants?
- How do I e-mail a brochure to a casual enquiry?
- What is the best way to quickly e-mail property details to existing applicants when they request them?
- How do I add an Unsubscribe Link to my Applicant Emails?
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- How can my Applicants unsubscribe?
Tasks FAQs
- How do I work with tasks?
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- Can I create Saved Selections from the Task Grid?
Properties FAQs
- How do I add a new property to EA?
- Why is my Property not showing on Rightmove/Zoopla (or not showing correctly)?
- How do you send a mass email to all Potential Vendors?
- The area this property is located is not displaying in the location list?
- Why is my property not appearing on my website/ portals?
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- Why does my iPhone take photos upside down?
- How can I add the same property for sale and to let?
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- Extra Data Examples
- When I do a Price Change, what do all those price fields mean and do?
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- Why doesn't the Postcode Lookup give me the property name or number now?
- How Do I Re-Use Key Numbers?
- How do I add a one off charge to a Sales Property?
Offers FAQs
- How do I add an offer?
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Social Networking FAQs
- QR Codes
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Appointments FAQs
- Why haven't I received the Viewing Request email?
- When are the SMS viewing reminders sent out to vendors and applicants?
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- Where has my Diary gone?
- How can I access my Viewings?
Diary FAQs
- How can I set up a recurring appointment?
- How do I add a new staff member to the diary?
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- How do I sync the Diary with Outlook?
- How do I assign records to appointments?
- Why cant I save changes to my appointment?
- Where has my Diary gone?
- How can I access my Viewings?
Matching FAQs
- Why are matches appearing for inactive applicants?
- We get exchanged or sold properties in our matches?
- I have matched properties to an applicant however I cannot send the match e-mail?
- The match has returned results however they are not displaying in the grid?
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Letter & Brochure FAQs
- Windows 7 Operating System Support Ends
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HTML FAQs
- How do I make a copy of the code for my Template?
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Lettings FAQs
- How do I manage HMO's within Expert Agent?
- Why are gas and electrical safety test dates not saved on the tenancy record?
- Why do the inspection dates not automatically update once the date has lapsed?
- What is the easiest way to manage my inspections, gas safety, renewals and expiry dates?
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- Where can I upload and save a gas safety record, inventories, tenancy agreements or any other correspondence relating to a tenancy?
- Why is the landlord not receiving their landlord portal email?
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- Can I clone a landlord to make them an applicant or vice versa?
- How do I cancel a tenancy reservation?
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- To comply with the data protection act, how can I remove records from the system?
- How do I add multiple Tenants onto a Tenancy?
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- How Do I Remove a Landlord from a Property?
- How do Landlords reset their passwords on the Landlord Portal?
Lettings Finance FAQs
- Statements Vs Remittance
- why you should use Expert Agent to manage Lettings Finance
- Why can't I see the lettings financial functions and how can I add them?
- How do I process a Holding Deposit?
- Why did the rent not automatically charge for this tenancy?
- Why have I got a message saying "No Rent Payer Set Up"?
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- Why is EA calculating VAT on the whole amount of my purchase invoice with uplift?
- How do I manage HMO's within Expert Agent?
- How do I create a statement for just one of my Landlord's properties?
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- What should I do if a Tenant has paid for something on behalf of the Landlord and the Landlord has agreed to receive less rent?
- How do I set up a Landlord as NRL and then deduct Tax from the income?
- What do I do if one of my non-resident Landlords returns to the UK?
- What do I do if Excel is removing zeros from my sort codes in bank export?
- What is Making Tax Digital (MTD?)
- What do I do if I'm renewing a tenancy where the deposit exceeds the threshold set in the Tenant Fees Act 2019?
- How do I re-save the VAT rate for my Standard Invoices?
- How do I set my contractor as VAT registered so 20% is automatically added to purchase invoices?
Statistics FAQs
- What are the definitions for the Statistics option?
- What are the definitions for the Sales KPIs?
- What are the definitions for the Lettings KPIs?
Speed and Reliability FAQs
- Help!... Expert Agent is too slow?
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Portal FAQs
- Why is my property not appearing on my website/ portals?
- My property is not displaying the correct type on portals?
- The full details are not displaying on the portals?
- The property advert is not displaying in full?
- How can I display a 'Character' property on Rightmove?
- How do I set up a new portal feed?
- Do you have contact details for the portals?
- The property I put on the market last night is not displaying this morning?
- How can I list my property on Rightmove as a Premium property?
- Why do you charge to send data to the portals?
- How can we use a new portal that EA does not yet feed to?
- How do i configure and set up the Rightmove Live Feed?
- Rightmove Live Failure
- How do I display Lettings Fees on Rightmove and other portals?
- What do we do about OnTheMarket?
PC Setup FAQs
- Setting up Chrome
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- How do I clear my cache?
- What are the recommended system requirements to run Expert Agent?
- How do I do Full Screen on a Mac?
- Why Can't I See The Advert 1 Text Box?
- How do I save a CSV file on a Mac?
General FAQs
- How do I add a new staff member into EA?
- How can I check which staff are logged in to Expert Agent?
- What do I need to do when a staff member leaves?
- How do I change sticky label formats?
- How can I get a Data Extract from Expert Agent?
- Can I still use Windows XP?
- How much do the SMS bundles cost?
- My grids don't seem to be loading?
- Where is EA Classic's Learning Centre?
- I'm a Chrome Objector - what are my options?
- What Charities does Expert Agent support?
- How do I take a screenshot?
- What is the best way to bookmark Expert Agent?
- How Do I Delete A Contact?
- How can I download my Expert Agent Subscription Invoices?
- How can I reduce the rate we pay for Text Messages
- PayProp Export
- What happens when I forget my Password?
- Our Policy on Unpaid Subscription Direct Debits
- How do I upload documents to a record?
- I want to close one of my branches in Expert Agent, how do I do this?
- How Do I Stay Safe Online?
- Why are some images Dull when uploaded to Expert Agent?
Consent GDPR FAQs
- Can I still send marketing material to clients without recorded consent?
- How can I find all my Clients for whom I have no consent?
- What can I send out to Clients if they say they don't want to be contacted about General Marketing?
- How can I record consent for individual marketing services?
- Why do I have to fill in a Consent Method when saying "No" for GDPR?
- When dealing with Tenancies, should I gain consent for 3rd Parties?
- How can my Applicants unsubscribe?
Deletion GDPR FAQs
- How do I delete a Property Record?
- How Do I Delete A Contact?
- How do I remove an applicant from the system?
- How do I ensure that I keep records for Anti Money Laundering reasons?
- How do I ensure that I keep the Client's information in case HMRC requests this from me?
- If I delete a record, can I get it back?
- What happens to documents that I store on the Events tab when I delete a record?
Personal Information Requests GDPR FAQs
- If I am asked to show a Client what data I hold on them, is there an easy way to get this to them?
- Can I charge for a Subject Access Request?
eSigning FAQs
- eSigning Merge Codes Do's and Don't's
- Can I used EA eSigning for issuing Section 21 and Section 8 notices?
- What do I do if I have a signature that needs to be witnessed?
- What do I do if I want to get a tenant to initial at the bottom of each page of an AST?
- Which Compliant Agreements & Documents are available for eSignature?
- Why Can't I use eSignature for my Section 21 and other notices?
- Why can't I format an eSigning document?
- Why am I seeing the error message 'Unable to find required merge codes' when I have inserted them into the document?

"I believe that I have a lawful basis on which to send marketing material to my clients, even though I have not got consent recorded for this. Can I still send marketing material to these clients?"

As the Data Controller, from your Expert Agent software you can:

Choose to only include clients in your email and SMS communication where you have recorded their explicit consent
Choose to also include clients where their consent is unknown

To do this, from any grid (Applicant, Landlord, Property - for Vendors) when selecting Outputs -> Email / SMS, you will see a prompt asking you to decide who to include in the communication. Select the options that apply to the particular communication.