Contact-change permission review
Handle changed phone numbers and email addresses without losing message preferences. Use a permission-history worksheet before follow-up resumes.
No signup. Enter reference codes, add records and download a CSV. Entries stay in the browser tab. Filled fields do not establish completion, approval or compliance.
| Member reference | Change request verified | Channel affected | Existing preference reference | New permission evidence | Activation status |
|---|---|---|---|---|---|
| Member-example-8 | Pending | SMS | Suppressed | Not obtained | Do not send |
- Starting values are fictional examples, not customer records.
- Keep confidential evidence in your approved business systems. Record only a reference here.
- Complete each row from observed evidence. A completed worksheet does not certify legal compliance or provider compatibility.
- Export your CSV to approved storage before leaving this page.
Changing a loyalty member’s phone number doesn’t mean you have permission to text the new number with promotions. It could belong to someone else. And the member may have opted out before. Keep the permission history when contact details change. Don’t let a data cleanup accidentally restart marketing.
Use with this guide
customer loyalty tools
Continue with customer loyalty tools.
Privacy Policy
Continue with Privacy Policy.
Wellness family accounts: keep contact preferences separate
Keep each wellness household contact’s message preferences separate. Use the contact-role sheet without copying one person’s permission to another account.
Verify the request through the normal account process
First, confirm who requested the change and which membership record it affects. Use your approved verification method, and don’t collect unnecessary identity documents. A staff member recognizing a name isn’t enough when two family members share an inbox or a business has several authorized contacts. Keep the verification record in the proper customer system.
The customer loyalty tools include consent and message-preference records for enabled accounts. Check how your setup handles contact changes, suppression, and channel readiness. Don't assume changing one field updates every connected system. Ask for the supported workflow before moving a contact list between services or changing the sender arrangement.
Sources for this section: BlueFinch: customer loyalty
Preserve the earlier preference
Before you make the change, record the previous preference and its evidence. An opt-out is not a typo to fix. The FTC's commercial-email guidance says businesses must honor opt-out requests, and members keep the right to stop promotional messages. Don't use a new email address to get around a request to stop marketing to that person.
For an illustrative machine-shop customer, the purchasing contact changes their business email and asks for invoices only. Updating the invoice destination does not authorize a loyalty promotion. Another contact may actively opt in to an offer through a clear enrollment flow. Keep those outcomes distinct in the record.
Sources for this section: FTC: commercial email requirements
Check each communication channel
Email and SMS preferences are separate. A customer who agrees to email hasn’t automatically agreed to texts. BlueFinch's program requires customer permission for follow-up, and business texting also depends on applicable carrier registration and activation. Just seeing a number in the customer profile doesn’t mean those conditions are ready.
Start with the Privacy Policy to understand its stated handling of customer information, but don’t assume it settles consent for a campaign. Check the actual workflow with the account owner. What matters is what the customer agreed to, when they agreed, and which channel or purpose that agreement covered. A public policy page alone doesn’t prove it.
Sources for this section: BlueFinch: customer loyalty
Test the suppression path
The worksheet tracks the member reference, verified request, channel, current preference, new evidence, and activation status. Keep real addresses, phone numbers, and consent screenshots out of the public worksheet. Mark missing evidence unresolved. And “yes” in a field means nothing if nobody can find the permission record behind it.
Before the next campaign, make sure the updated record matches the intended preference. Use the provider's supported review or testing process. Don't send an unwanted live message just to test it. Check that old destinations aren't used when appropriate, and keep suppressed records suppressed until a valid change is documented.
If several systems hold a customer’s preference, find the authoritative record and confirm the supported synchronization process. Don’t assume the screen that looks newest is right. Note which service you checked and when. If the mismatch isn’t resolved, pause promotional use of that channel until the responsible account owner confirms how the preference should flow.
Recurring contact-change problems? Review them with the front desk. If staff keep confusing receipt delivery with marketing enrollment, separate those steps in the instructions and forms. Customers should be able to keep service contact details accurate without being forced into promotions. A clean loyalty record respects the business relationship and each customer's choice about how they want to hear from you.
Primary sources
BlueFinch last reviewed these sources on October 23, 2026. Check the linked sources for current requirements and product details.
Use this page for general business information. It is not legal, tax, or accounting advice.