Collect transactional permission for updates about the shopper's specific request and ask separately for optional marketing consent. Do not preselect marketing, record changes append-only, and honor channel opt-out, frequency, quiet hours, expiry, and deletion requirements.
- Transactional and marketing purposes are different.
- Marketing consent should be optional and unbundled.
- Store evidence of grants, revocations, source, and time.
- Minimize identifiers and stop messaging when the purpose ends.
Tie transactional messages to the request
A shopper who submits a request reasonably needs updates about its review, counter, acceptance, expiry, or cancellation. Explain that purpose at capture and avoid adding unrelated promotions to those messages.
Make marketing a separate choice
Use a distinct, unchecked control for optional marketing. Record the chosen channel, source, timestamp, and policy version. A later revocation should append new evidence and immediately suppress future optional messages.
Design lifecycle controls
Enforce frequency caps, quiet hours, request expiry, channel-specific STOP or unsubscribe handling, and identity verification for preference changes. Retain only the minimum suppression evidence needed to prevent accidental re-contact.
Coordinate merchant and provider responsibilities
The merchant defines the lawful purpose and message strategy; the application enforces technical boundaries; delivery providers process only the data needed to send. Production enablement should require authenticated sender domains, signed callbacks where relevant, and documented retention.
Frequently asked questions
Can marketing consent be required to submit a request?
It should not be bundled into the transactional request workflow. Keep optional marketing separate and unselected by default.
What happens after a shopper opts out?
Stop optional messaging for that channel and retain minimal suppression evidence. Necessary service messages may require separate treatment based on their purpose and applicable policy.