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How to manually opt someone into Marketing Preferences
How to manually opt someone into Marketing Preferences
Emily O'Shea avatar
Written by Emily O'Shea
Updated over a week ago

As a user in Trybe, with the customer's permission, you can opt the customer into Marketing preferences. You can do this on the Client's profile.

Head to the Clients tab > Client profiles > select the client profile > scroll down to the Marketing preferences section > select +Opt in.

Here you will be able to select the marketing preference the customer wants to opt in for.

When opting someone in for a marketing preference it is your responsibility to ensure the client has provided consent.

When you select the Marketing Preferences > Opt in.

This marketing preference will then be added to the client profile and you will be able to see the date that the user has opted the customer in.

How to remove someone from a marketing preference they previously wanted to be opted in to

Select the three dots next to the marketing preference and then 'Opt out'. The marketing preference will then be removed from the client profile.

Wanting to send a newsletter to your customer base? You can easily pull a list of all clients you've opted in to Marketing from the Clients page - see this guide.

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