Opt-In a Group of Contacts

Your contact list may include individuals who’ve already consented to receive emails.

Permission-based email systems require prior consent, but these contacts can be opted in automatically without re-obtaining permission.

Learn how to opt-in your contacts that have already given you permission to send email.


Before you dive in!

Ensure your opted-in contacts have given email permission or are already in an email relationship to avoid sending spam.

1. Navigate to ClientTouch, click Add Everyone, then choose Email Opt-in Wizard


2. Read the spam warning and then click I Understand and Agree...


3. Choose the first option: You ABSOLUTELY have permission to send emails...

To instantly opt-in your contacts and start emailing them right away, it's important that you select the first option.

4. Click Add to Opt-In List

The confirmation window will show you the number of contacts to be opted-in.

Please Note: The number may be lower than the number of people in Group Actions due to missing email addresses or prior opt-outs.


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.

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