Email Opt-In for Multiple Contacts
Overview
When you have a list of contacts who have already given you permission to send them emails, you can quickly opt them into your email marketing system using the Email Opt-In Wizard. This feature allows you to add multiple contacts to your opt-in list at once, saving time while ensuring you comply with permission-based email requirements. The system will guide you through determining the appropriate permission level for your contacts and handle the opt-in process accordingly.
Important: Only use this feature for contacts who have already given you explicit permission to email them or with whom you have an existing business relationship. Sending emails to contacts without proper permission may be considered spam.
Opt-In Video
Opt-In Step-by-Step Instructions
1. Navigate to Group Actions and Add Everyone
Go to Group Actions, click Add Everyone, then choose Email Opt-in Wizard.
2. Review the Anti-Spam Policy
Read the spam warning carefully and then click I Understand and Agree to Continue to proceed with the opt-in process.
3. Select Your Permission Level
Choose the option that best describes your relationship with these contacts:
Select "You ABSOLUTELY have permission to send emails..." if:
- Contacts explicitly requested to receive your emails
- You have written consent from these contacts
- They are existing customers who expect communication from you
Important: Choose the first option to instantly opt-in your contacts and allow immediate email sending.
4. Confirm the Opt-In Process
Click Add to Opt-In List to complete the process.
The confirmation box will show you how many contacts are being opted in. This number may be lower than your total group because:
- Some contacts may not have email addresses
- Some contacts may already be opted out
- Duplicate email addresses are automatically filtered
Note: Contacts that are successfully opted in will have a green indicator around their email address, showing they can receive emails from you.
Success! Your contacts are now opted into your email marketing system and ready to receive your email communications.
Email Opt-In: Questions and Answers
Q: What happens if I'm not sure I have permission to email these contacts?
A: If you select the second option ("You THINK you have permission..."), the system will send an opt-in email to each contact asking for their permission. These contacts will have an orange indicator until they respond, and only those who confirm will be added to your opt-in list.
Q: How can I check the opt-in status of my contacts?
A: You can see the opt-in status directly on each contact's card:
- Green box around email: Contact is opted in and can receive emails
- Orange box around email: Contact is pending opt-in (waiting for their response)
- Red box around email: Contact has opted out and cannot receive emails
Q: Where can I see the opt-in status of all my contacts at once?
A: Go to Reports to view the opt-in status of all contacts in your database. You can click on any segment of the pie chart to see the contacts in that specific category.
Q: What should I do if some contacts in my group don't have email addresses?
A: The system will automatically skip contacts without email addresses during the opt-in process. You can add email addresses to these contacts individually and then opt them in using the single contact opt-in feature.
Q: Can I undo the opt-in process if I made a mistake?
A: Yes, you can individually opt out contacts by going to their contact cards and changing their opt-in status. However, it's better to be certain about permission levels before starting the group opt-in process.
Video Transcript
Let’s say you’re bringing contacts over from another permission based email system, like MailChimp or Constant Contact, and these contacts have already been opted-in in the other system. You don’t wanna have to send these contacts another opt-in invite, you just wanna be able to opt them into this system. Let’s say you just imported all your contacts and you want to opt them in. Go to ‘Group Actions’, ‘Add Everyone’, and then click on the ‘Email Opt-In Wizard’. This is just saying you’re not a spammer. Then click on the first option that says “you already have permission to send them emails’. Now you’ve opted-in everyone on this list and you have permission to send them emails.