This article will guide you through how to enable or reverse a client's email opt-out. Please be aware that reversing an opt-out may have financial repercussions based on your state restrictions if the client does not consent to it.
Please Note:
- Currently, the 'Email Opt-Out" function only applies to email blasts, and there is no option to opt-out of one-on-one emails, automated emails, or system generated emails. When a customer opts out of receiving emails they can expect;
- One-on-one Emails (Work It) will continue to send.
- System Emails will continue to send.
- Email Blasts will no longer continue to send.
- Automation Emails will no longer continue to send.
1. Access Client Profile: Search and select the desired client then click on the Profile icon.
2. Verify and Enable General & Weekly Emails: Scroll down the client's profile to the section labeled Online Site Details. If you want the client to receive General Offers Emails and Weekly Update Emails they will need to have a check in each check box. If you want them to not receive either email you will want to uncheck the checkbox.
Once you have made the desired updates click on the button Click To Update to save your changes.
Congratulations! You have successfully learned how to reverse or enable an email opt-out!
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Prospect Management - Can access prospects
- Member Management: General - Can access member options
- Member Management: General - Can edit member profiles