STEP 5 Marketing consent — Synerise Documentation

Synerise lets you use default marketing agreements (such as for email newsletters) and create your custom ones, for example consent to receive communications that feature alcohol.
The custom agreements are profile attributes, which are then used to recognize the customers who enabled them (for example, to create target audiences for an ad) and can be managed like any other attribute with the APIs and SDKs.

If you use the WooCommerce or Magento (v1.x or v2.x) plugins, you can configure agreement collection and data synchronization in those plugins instead of following the scenarios described further in this article.

You can:

Collect agreements in other tools and import them into Synerise to facilitate communication with customers.
Use Synerise as the main agreement collection tool and database and export that data to your other databases.

Pulling data from other systems into Synerise

If you want to:	then:
use an external system as the central agreement database, use the external system and Synerise to send communications, use Synerise to collect additional data about customers from their activity,	Collect consent data in the external system. Upload consent data (and then consent updates) into Synerise. Send data to the external system about new/updated profiles in Synerise. Optional: Collect email opt-out data with a resignation page.
use an external system as the central agreement database, use the external system and Synerise to send communications,	Collect consent data in the external system. Upload consent data (and then consent updates) into Synerise. Optional: Collect email opt-out data with a resignation page.
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use Synerise collect and store consent data; use Synerise to send communications; export the data to an external system	Only for email: Set up the automation for collecting consent. Create consent collection mechanisms. You can use: Collecting newsletter agreements Collecting custom agreements (custom agreements are profile attributes) Other methods, such as updating a profile over API, depending on your integration needs Use one of the methods of exporting data. Optional: Collect email opt-out data with a resignation page.
Use only Synerise to: collect and store consent data; send communications	Only for email: set up the automation for collecting consent. Create consent collection mechanisms. You can use: Collecting newsletter agreements Collecting custom agreements (custom agreements are profile attributes) Other methods, such as updating a profile over API, depending on your integration needs Optional: Collect email opt-out data with a resignation page.