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How to Manage Global Opt-In Emails for Individual Contacts

Overview

 

 

Staying in touch with your customers is an important part of any marketing plan. The contact database is made up of individual contacts that represent an individual person or business and contains specific contact information. This information includes each contact's name, address, city, state, and phone number.

With Zift123, you can target specific segments of your existing contacts to create contact lists. Once your list is built, you can deliver content using campaign activities such as email and print media. Created lists are available for reuse and may be used as the basis for new lists.

You can configure your account so that only contacts who have been marked as Authorized to receive communications will receive emails you send from Zift123. This is a best practice for creating clean GDPR compliant mailing lists. Learn more about Sender Permissions and Best Practices for Contact Lists.

Prerequisites

You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password

When you send an opt-in email, all contacts will immediately receive the opt-in confirmation email. Do not proceed if you are not ready for your contacts to receive the opt-in email!2018-03-27_contactoption.gif

How to Set Up Global Opt-In for a New Contact 

  1. Update Settings > Company Profile > Opt-In Authorization. Opt-in authorization is required for a contact to be sent an email requesting they opt-in to your mailings. You will be prompted for Opt-in Confirmation when importing a list or creating an individual contact. When this setting is On, a menu option is available, Contacts Opt-In Authorization
  2. Update Confirmation Email with personalized information at Contact Lists > Opt-in Authorization > Confirmation Email.
  3. Select Contacts > Contacts > Add Contact.
  4. Complete the New Contact information and select one of the following:
    1. Opt-In Authorization has previously been received for this contact. Add contact as Opt-In Authorized.
    2. Send the Opt-in Authorization email. The email will go out immediately.
    3. 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.
  5. Select Save.

How to Manage Global Opt-In for a Contact 

  1. Select Contacts > Contact.
  2. Click the name of the Contact.
  3. Select Edit Details.
  4. From Opt-In Authorization, select one of the following:
    1. Opt-In Authorization has previously been received for this contact. Add contact as Opt-In Authorized.
    2. Send the Opt-in Authorization email. The email will go out immediately.
    3. 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.
  5. Select Save.

 

 

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