AllClients Knowledge BaseUsing AllClients Email: Opting Contacts InBringing email contacts over from other systems like Constant Contact or MailChimp

Bringing email contacts over from other systems like Constant Contact or MailChimp

Sometimes you have a contact list with people who have already given you permission to send them emails. There are many permission- based email systems that require you to get permission first. Those contacts can easily be opt-ed in without having to get permission again.

Navigate to ClientTouch

Click "Add Everyone"

Click "Add Everyone"

Click "Email Opt-In Wizard"

Click "Email Opt-In Wizard"

Read the spam warning and then click "I Understand and Agree..."

Read the spam warning and then click "I Understand and Agree..."

Choose the first option: "You ABSOLUTELY have permission to send emails..."

Choose the first option: "You ABSOLUTELY have permission to send emails..."

It is important that you select the first option. This will instantly opt-in your contacts and allow you to send them emails immediately.

Click "Add to Opt-In List"

Click "Add to Opt-In List"

This confirmation box will tell you how many contacts you are about to opt-in. Note that this number may be lower than the number of contacts in your ClientTouch work group. Why? Some of the contacts in your group may not have email addresses, or they may already be opted-out.