Opt-in feature
The opt-in feature allows you to efficiently manage user participation in your program. When activated, confirmation emails will be sent to new users, where they can decide if they want to be part of the program or not. Follow this easy guide to learn how to activate the opt-in , prepare opt-in settings and manage opt-in requests.
Step 1: Activating the Opt-In Feature
Contact our customer success team to activate the opt-in feature for your account.
We are here to assist you and ensure a smooth setup process.
Step 2: Manage your opt-in settings
To access the opt-in settings options, go to “Settings” and to the "General" settings area.
Now, go to "Opt-in Settings" and here you will find the different settings options for the feature.
2.1 Opt-in invitation email
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Customise the text for your opt-in email by clicking on “Update”
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Select your subject, preview text and main text
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Choose the text for the accept and reject buttons in the email
Step 3. Manage Notification Preferences
Once you're in the settings, you'll see various types of notifications available
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Identify the notification types you want to manage (see more about each type of notification below)
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To enable or disable a notification type, simply click on the switch located to the right of each notification description.
2.2 Decline email
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Customise the text for your "declining" email by clicking on “Update”
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Select your subject, preview text and main text
2.3 Welcome email
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You can activate automatic send of the welcome email to the users that accept the opt-in request.
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Customise the text of your welcome email in the "Welcome email" part in the "Settings" area.
2.4 Auto re-send
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Did your employee ambassador not respond to the opt-in message? Set a number of days to auto-resend the opt-in email to those users not responding or opening and choose the conditions for the resend.
Step 3: Manage the opt-in requests
For managing your opt-in request, go to the users area.
When importing new users from an import file, all users will be placed in the opt-in pending area so you can choose when to send them the opt-in request. When adding new users individually, you can choose if they need the opt-in request .
Here you will find the current state of the opt-in requests.
In "Opt-in Pending" you will find the users that you still have not sent the opt-in email request to. In "Opt-in Rejected" you will find the requests that have been rejected by the users. In the "Opt-in Email sent" you will find the users that you have sent the Opt-in request email too.
3.1 Opt-in Pending
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In this area, you will find the users that have been added to the platform but you still have not sent them the opt-in request.
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If you click on the three dots to the side, you can edit the details of the user, add this user as an admin, send the opt-in email, accept the user opt-in, or delete the user if needed.
3.2 Opt-in Sent
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Here you will find the opt-in requests that are waiting for a response from the employee.
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If you click on the three dots to the side, you can edit the details of the user, add this user as an admin, resend the opt-in email, accept the user opt-in, or delete the user if needed.
3.3 Opt-in Rejected
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Here you will find the users that have rejected the opt-in request to be part of the program.
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If you click on the three dots to the side, you can edit the details of the user, add this user as an admin, resend the opt-in email, or delete the user.
