How to enable auto email opt-in

When new customers make their first booking with you, you don't want them to be one and done -  you'll want to be able to build a relationship with them! You can make sure new customers are auto opted-in so you can communicate with them in the future and keep building great customer relationships. 

By default, available opt-in boxes in the Billing Details section of the checkout process are unticked. But with email auto opt-in enabled, when a new customer creates a new record online, email opt-in is automatically ticked.

The default Billing Details screen in the checkout looks like this:

Enabling the setting so the email opt-in box is automatically pre-ticked means that when the customer record is first created online, they will be opted in for marketing emails automatically.

There are some constraints to the auto opt-in feature:

• Can be set for email opt-ins only. The functionality is not available for mail, SMS or third party opt-ins.
• Only available online, not at the Box Office.
  
• Only works for new customers that create a online (login) account. If a customer already has an account and is opted out of email, they will not be auto opted in if the auto opt in setting is subsequently enabled.
• For customers that create an online (login) account with the auto opt in setting enabled, their original opt in preference when their account was created (which will be opted in to email, unless manually unticked by them) will remain on their account unless they choose to update it. 
• If you allow customers to process an order using the "Continue as Guest" option they will be auto opted in each time they process an order. This is because the "Continue as Guest" option creates a new customer record for each order and so each new record is auto opted in to email by default, unless unticked by the customer. 

How to set up the auto email opt-in

There are three steps to setting up auto email opt-in.

1. Review and update the privacy policy within your terms & conditions to ensure it covers legitimate interest.

2. Review and update the message that displays to customers (the messaging displayed next to the pre-ticked opt-in box).

3. Enable the auto email opt-in feature.

Updating the terms & conditions

Clicking on Terms and Conditions (found just above the email opt-in on the Your Details page of the customer journey), bring customers to your full T&Cs. As is standard, customers must agree to the terms & conditions to place an order.

Within the Terms and Conditions, is your Privacy Policy. You should review this section to ensure it covers legitimate interest in order for the opt-in email box to be pre-ticked.

To update your terms & conditions

Go to Settings > Public Website Snippets > "Public website terms and conditions"

1. Edit the text as required.

2. Click Update.

Updating the opt-in email message

To edit the text of the opt-in message that appears online:

Go to Settings > Public Website Snippets > "Public website customer opt in for email form message"

1. Add your text and click Update.

Enabling the auto email opt-in setting

Go to Settings > General Settings >"Customer opt auto select"

1. Tick the box to enable.

2. Click Update.

Marketing opt-ins are an important part of the customer journey and Ticketsolve makes it easy to increase the number of audience members opting in. Check out these articles to learn how to edit and enable all your marketing opt-ins for email, mail, SMS or third party communications and make sure your opt-ins are GDPR compliant.