✋ Important: Only opt a contact in if they have given you written permission to do so (like in an email). This is a legal requirement under GDPR.
What is an opt-in status?
A contact's opt-in status controls whether they can receive emails or SMS (and calls and post) messages from you.
"Opted in" means they will receive messages.
"Opted out" means they won't.
Opting someone in or out is the same thing as subscribing or unsubscribing them from your mailing list or SMS campaigns.
When would you need to change this?
Opting someone in: For example, a contact who already receives SMS messages asks to receive emails too. Or they previously opted out and now want to be added back in.
Opting someone out: For example, a contact asks you to remove them from your mailing list directly, instead of using the unsubscribe link in an email.
How to update a contact's opt-in status
Step 1. Go to Insights > Dashboard (classic) in the sidebar.
Step 2. Search for the contact using their email address or mobile number.
Can't find the contact? Read our guide linked below:
Step 3. On the contact's profile page, find the Global opt-in preferences section on the right-hand side.
Step 4. Click Yes (opted in) or No (opted out) for the relevant communication method, such as email or SMS.
Step 5. The page will refresh automatically. A message at the top will confirm "contact updated".
Will the contact now receive my emails?
Yes. Once a contact is opted in for emails, they will be included in future email broadcasts, as long as they are part of the audience for that send.
However, Journey emails (such as Welcome or Birthday emails) work differently.
These are triggered at a specific moment, for example when a contact first joins your database. If a contact was opted out at that point, the email would not have been sent to them. Opting them in later will not trigger it again.
This means you may want to manually re-send any emails they missed, such as a reward from a Welcome or Birthday Journey.