22 Oct 2026, 09:56 UTC · 2 questions · ID 1d92ba35a93f
Who asked
Persona
Marketing Director
Company
Charles Schwab
Industry
Financial services
Pages visited (2)
/
/solutions/financial-servicesQuestions 1 and 2 asked here
Question 1
“How do you handle consent and opt-outs for our client emails?”
Answer
✕Not answered
The site never says how Hourglass records consent, handles unsubscribes or opt-outs, or keeps suppression lists for marketing email. The financial services page covers approval steps and audit history for messages, but not consent.
Add consent and opt-out handling to /solutions/financial-services
Who needs it: Financial services marketing teams (banks, credit unions and insurers)
What is missing
How client consent to receive email is recorded is not explained.
How opt-outs and unsubscribes are honoured across campaigns and outreach is not mentioned.
Whether consent and opt-out history is kept for auditors is not stated.
Where
Update this section: add a third card beside "Approvals where you need them" and "The service members expect".
Related sections
Consent and opt-outs section on /products/marketing
What to do
Confirm with product and compliance how Hourglass records consent, processes opt-outs and keeps their history.
Add a card on consent capture, opt-out handling and audit-ready consent history for regulated client email.
Link the card to the consent section on /products/marketing.
Done when: /solutions/financial-services explains how client email consent and opt-outs are recorded and honoured. Depends on: “Add a consent and opt-outs section to /products/marketing”
Add a consent and opt-outs section to /products/marketing
What is missing
How consent is captured and stored on the contact record is not described.
Unsubscribe links and opt-out processing are not mentioned.
Subscription preferences and suppression lists are not mentioned.
Where
New section on /products/marketing, placed after "From the right audience to revenue you can trace".
Related sections
Everything marketing needs, on one record · Email campaigns · Forms and landing pages
Main topics
Consent capture on forms · Consent stored on the contact record · Unsubscribe and opt-out processing · Subscription preferences · Suppression lists · Consent history
What to do
Confirm with product which consent, unsubscribe, preference and suppression features Marketing Hub offers.
Add the section with one card per confirmed capability, tied to the contact record.
Done when: /products/marketing has a section explaining how consent is captured and how opt-outs and unsubscribes are honoured.
Who needs it: Compliance and privacy reviewers checking a vendor
What is missing
Consent and opt-out records are not listed among the security and compliance controls.
Where
Update this section: add a card beside "Audit history" and "Data region choice".
What to do
Confirm with compliance how consent and opt-out records are stored and reported.
Add a card on consent and opt-out records and link it to the Marketing Hub consent section.
Done when: /security lists how consent and opt-out records are kept. Depends on: “Add a consent and opt-outs section to /products/marketing”
Answer full page
Our docs cover how Hourglass handles unsubscribes and bounces for marketing emails, linked below. I don't have details on how consent is recorded or managed, so I'm happy to put you in touch with the team for that.
“Can our compliance team approve every campaign before it goes out?”
Answer
✓Answered well
The financial services page says review steps can be added to campaigns, outreach and agent replies, with a log of who approved what and when. Marketing Hub adds that Campaign Agent drafts wait for a person's approval.
Answer full page
Yes. Hourglass lets you add approval steps where you need them, so your compliance team can review campaigns before anything reaches clients. Drafts from the Campaign Agent also wait for a person to approve them before they go out.