Marketing Emails Automation Opt-In Conversion - Revision history

SarahK at 16:27, 28 August 2020

2020-08-28T16:27:28Z

SarahK at 12:45, 4 August 2020

2020-08-04T12:45:37Z

Matt: /* Performing the Conversion */

2018-04-03T12:17:33Z

‎Performing the Conversion

Matt: Created page with "After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management. In doing so, you are given the choice of either as..."

2018-04-03T12:11:02Z

Created page with "After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management. In doing so, you are given the choice of either as..."

New page

After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management.

In doing so, you are given the choice of either assuming opt-in for all your existing customers that have not explicitly opted out, or to not assume opt-in for any existing customers and require them to explicitly re opt-in.

==Performing the Conversion==

To perform the conversion, begin by navigating to Clients > Mass Mail.

Until the conversion is performed, you will see a banner displayed as shown below. As this is a one-time conversion process, once the migration has been performed the banner will no longer be displayed.

Click the '''Click here''' link to initiate the conversion process.

[[File:Marketing-opt-in-conv1.png]]

The conversion process wizard will ask you to make a choice of how your existing customers are treated.

[[File:Marketing-opt-in-conv2.png]]

The options are as follows:

* ''Do not assume opt-in for any existing customers'' - Selecting this option will not set any customers to opted-in status and will require users to explicly opt-in to receive marketing emails.
* ''Assume opt-in for any existing customers that have not explicitly opted-out'' - Selecting this option will set all customers who have not opted-out of marketing emails to opted-in by default. This means that any non unsubscribed users will be considered as implicitly opted-in.

<div class="docs-alert-info">Customers may opt-in to marketing emails at any time via the client area profile page, or via the opt-in links which can be included in emails.</div>

==Opt-In/Out Email Links==

Two merge fields are made available for use in email messages.

* ''{$email_marketing_optin_url}''
* ''{$email_marketing_optout_url}''

You may use these merge fields along with the Mass Mail tool in order to send a bulk mailing asking users to opt-in or opt-out. These can be used in conjunction with the migration to request your users to explicitly opt-in or out.

@@ Line 1: / Line 1: @@
 <div class="docs-alert-info">
 <span class="title">Available in WHMCS 7.10 and earlier.</span><br />
-This document describes functionality in WHMCS 7.10 and earlier. For WHMCS 8.0 and later, see [[Email Campaigns]].
+This document describes functionality in WHMCS 7.10 and earlier. For WHMCS 8.0 and later, use the improved and full-featured [[Email Campaigns]].
 </div>

← Older revision		Revision as of 12:45, 4 August 2020
Line 1:		Line 1:
		+	<div class="docs-alert-info">
		+	<span class="title">Available in WHMCS 7.10 and earlier.</span><br />
		+	This document describes functionality in WHMCS 7.10 and earlier. For WHMCS 8.0 and later, see [[Email Campaigns]].
		+	</div>
		+
	After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management.		After upgrading to WHMCS 7.5, you can perform a one-time conversion to the new opt-in mailing list subscription management.

@@ Line 19: / Line 19: @@
 The options are as follows:
-* ''Do not assume opt-in for any existing customers'' - Selecting this option will not set any customers to opted-in status and will require users to explicly opt-in to receive marketing emails.
+* ''Do not assume opt-in for any existing customers'' - Selecting this option will not set any existing customers to opted-in status automatically and will require users to explicitly opt-in to receive marketing emails.
-* ''Assume opt-in for any existing customers that have not explicitly opted-out'' - Selecting this option will set all customers who have not opted-out of marketing emails to opted-in by default. This means that any non unsubscribed users will be considered as implicitly opted-in.
+* ''Assume opt-in for any existing customers that have not explicitly opted-out'' - Selecting this option will set any customers who have not opted-out of marketing emails to opted-in by default. This means that any non-unsubscribed users will be considered as implicitly opted-in.
 <div class="docs-alert-info">Customers may opt-in to marketing emails at any time via the client area profile page, or via the opt-in links which can be included in emails.</div>