Require Opting-In to Emails

You may want or need to offer clients the ability to opt in and out of the marketing emails that you send.

Users can opt in when they check out using the Client Area order form:

Join Our Mailing List setting in the Client Area

Require Clients to Opt In

To configure this:

  1. Go to the Other tab at Configuration () > System Settings > General Settings.
  2. Check or uncheck Marketing Emails to enable or disable the Newsletter Opt-In option.
  3. For Require User Opt-In:
    • Select Enabled to configure the Newsletter Opt-In toggle to default to No (the user must select Yes to opt in).
    • Select Disabled to configure the Newsletter Opt-In toggle to default to Yes (the user must select No to opt out).
  4. Click Save Changes.

Sending Marketing Emails

When sending a marketing email, make certain to select Marketing Email? at Utilities > Email Campaigns.

Users can change their marketing email preferences at any time using their profile page in the Client Area. Admins can change it in the user’s profile in the Admin Area.

clients email-marketing opt-in

Last modified: October 29, 2024