Manage Opt-In for Emails to Contacts

Overview

You can configure your account so that only contacts who have been marked as authorized to receive communications will receive emails you send from the partner portal. This is a best practice for creating clean GDPR compliant mailing lists. Learn more about Sender Permissions and Best Practice for Contact Lists.

Once you've set up this global setting for your account, you can choose the opt-in level of new contacts:

Individual contacts

• Confirm that opt-in authorization has already been received for the contact. 
• Send an email to the contact, asking them to subscribe to your communications. 
• Opt the contact out of email communications.

Contacts added to a contact list

• Confirm that opt-in authorization has already been received for all new contacts in the list
• Send an email to all new contacts, asking them to subscribe to your communications.

Before You Begin

Important

If you choose to send an opt-in email, all eligible contacts will receive it. The email will be sent on the nearest hour to the request to send time - 10:00, 11:00, 12:00, etc. Do not proceed if you are not ready for your contacts to receive the opt-in email.

Contents

Click   to expand each section.

Add the Email Opt-In Requirement for your Account

To specify that only contacts who have been marked as authorized to receive communications will receive emails you send:

1. Navigate to Settings > Company Profile.
2. In the Opt-In Authorization field, enable the Opt-In Authorization is required for a contact to be sent an email setting.
3. [Optional] Enable the Add Any Unsubscribes to Global Suppression List setting to ensure that contacts who refuse to opt-in to communications are handled properly. 
4. [Optional] Update the template for the opt-in confirmation email with personalized information at Opt-in Authorization > Confirmation Email. For more information, see the Personalize Your Opt-In Confirmation Emails section of this article.
5. Click Save to update the Company Profile. You will be prompted for opt-in confirmation when importing a list or creating an individual contact. 

If you leave the Opt-In Authorization setting disabled, you state that authorization is implied.

For more information, see Company Profile.

Set Email Opt-In when Creating Contacts

If you have activated the Opt-In Authorization requirement for your account, you can control the opt-in setting for any new contacts you create.

1. Navigate to the Contacts page.
2. Use the Add Contacts menu to choose the method you're going to use to add contacts - importing a file or creating a new single contact. For more information, see Add a New Contact or Add New Contacts by Uploading a File.

3. In the Opt-In Authorization field, choose one of the following settings: 

   • Opt-In Authorization has previously been received for this contact. Add contact as Opt-In Authorized - the contact will have a status of Active.
   • Send the Opt-in Authorization email. The email will go out immediately, and the contact will have a status of Pending until they respond to it.
   • Add new contact and do not email them. The contact will not be available for email communications unless further Opt-In Authorization actions are taken - the contact will have a status of Pending.

   Note: if you're uploading contacts from a file, this setting will apply to all the new contacts,

4. Click Save.

Set Email Opt-In for New Contacts in a Contact List

If you have activated the Opt-In Authorization requirement for your account, you can add a global opt-in setting for all new contacts added to a contact list.

1. Navigate to the Contact Lists page and choose the list to which you want to add contacts.
2. In the List Details tab, use the Add Contacts menu to choose the method you're going to use to add contacts to the list - importing a file, adding existing contacts or creating a new contact and adding it.
3. In the Opt-In Confirmation field, do one of the following:
   • Confirm that contact(s) are already opted in to receive communications.

   • Choose to send an opt-in authorization email to contact(s).

     Contacts will be listed as Pending until they respond. If they subscribe, they will receive emails in the future.

Opt-In Status for Email Addresses

Your contacts' email address can have one of these statuses, depending on their opt-in preference.

• Active - user can be contacted.
• Pending - user has not confirmed a request to subscribe to communications.
• Unsubscribed - user has unsubscribed.
• Invalid - communication was bounced.
• Spam - the recipient marked your message as unsolicited.

When you're browsing for contacts or contact lists, you can filter on these statuses.

Personalize Your Opt-In Confirmation Emails

You can provide a template for the emails you send to potential contacts to ask them to opt in to your communications.

For more information, see About Confirmation Emails for Contacts and Contact Lists.

Training

Related Topics

• Get Started with Contacts and Contact Lists