Setting Email Opt-In when Creating Contacts

Unifyr Support
Unifyr Support
  • Updated

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.

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