Resubscribing a client in Pathway is a straightforward process. Follow these steps to ensure your clients are back on your active contact list and continue to receive your communications.
Step 1: Navigate to the Contacts Section
- Once logged in, locate the left-hand sidebar menu.
- Click on Contacts to open the contacts management page.
Step 3: Search for the Client
- Use the Search bar at the top-right of the contacts list to find the client you want to resubscribe. You can search by customer code.
- Locate the client from the search results.
Step 4: Resubscribe the Client
- Click on the client’s name to open their profile.
- The client's details will be displayed on the right side of the screen, as shown in the image.
Step 5:
- In the client’s profile, look for the Wrench icon.
- Click on the Re-Subscribe button.
Additional Tips
- Review Client Consent: Ensure that the client has given consent to receive communications.
- Update Contact Information: If necessary, update any outdated information in the client's profile to ensure they receive your communications without issues.
- Communicate with the Client: It’s good practice to inform the client that they have been resubscribed to your communications.