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Manage Opt-ins

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Opt-ins are a question type that lets you record a responder's consent (opting in) or withdrawal of consent (opting out). They typically use a radio or checkbox field type to collect a ‘Y' (Yes) or 'N' (No) response value. They’re shared components, meaning any updates apply universally, and opt-ins do not control the sending of autoresponder emails on pages.

The software offers two distinct opt-in question types:

  • Opt-ins (QCB): Use a 'Y' (Yes) or 'N' (No) response type.

  • Opt-ins with confirmation (CQS): Also known as double opt-in. Consent is initiated through a question on a page, followed by an email being sent to the user. When the email is sent, it creates a ‘P' (Pending) value against the question, which becomes a 'Y’ (Yes) value once the recipient has clicked on the link in the email.

For information on managing Soft opt-ins, read our blog.

Adding, editing, deleting, checking usage and version history of an opt-in

You can create opt-ins using page components or on the page with a form.

With Components:

  1. Go to pages > components > questions and opt-ins.
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  1. i. New Question: Select New Opt-in
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  1. ii.

    1. Edit: Search for the opt-in name, then select image-20251003-164221.png

    2. Delete: Search, then select image-20251003-164256.png

    3. Find associated pages using a question:

      Search, then select image-20251003-164322.png to open a list of pages using the question

    4. Component Updates: N/A
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  1. Add the required information in the appropiate sections and save.
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On the page:

  1. Add (or edit) a form block component on a page.
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  1. In the form block, select 'Questions> Manage Opt-ins'.
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  1. i. Select New Opt-in
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  1. ii.

    1. Edit: Search for the opt-in name, then select image-20251003-164221.png . If you have a page locale enabled, you can also edit the opt-in question language using the page
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    2. Delete: Search, then select, image-20251003-164256.png

    3. Find associated pages using a question: N/A

    4. Component Updates: To open the component update window to access an audit trail for your opt-in, select dots-18.png

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  1. Add the required information in the appropiate sections and save.
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Required Information for creating an opt-in or opt-in with confirmation

Name

This is an internal name used for identifying your opt-in.

Type

Choose between:

  • Opt-in questions that use ‘Y' or 'N' values only

  • Opt-in with confirmation, where an email is sent, creating a ‘P' (Pending) value and a 'Y’ (Yes) value is only created once the recipient has clicked on the email.

Message

If you’ve chosen Opt-in with confirmation, this is where you manage the confirmation email.

Label

This is the opt-in question you want to ask your supporters.

Enabling the rich text editor allows you to edit the HTML source, add and remove links (for example, to a Terms and Conditions page), create anchor links and edit the formatting of the question label.

Field Type*

You can select one of two types of opt-in fields:

Checkbox

Radio Buttons
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When first choosing a field type, consider your account’s opt-in settings and how they may be affected.

Default Content

Text Area Box: Edit the default content of the label that appears to the right of the checkbox.
Edit Radio Values Button: By default, a radio button will have the labels "Yes" and "No”, but these can be edited. However, you cannot change the opt-in value.

Pre-check
(Checkbox only)

With a checkbox field type, you can set it to be pre-checked (pre-ticked) when the supporter lands on your page.

Mandatory

You can make the opt-in question mandatory, meaning it must be answered when it’s included on a page.

Setting up an opt-in with confirmation

An Opt-in with confirmation is often used for compliance or data-quality reasons, as it ensures subscribers are genuine and want to hear from your organisation. They work by sending a message to a subscriber containing a confirmation link. The opt-in status of unconfirmed opt-ins is ‘P', and changes to 'Y’ once confirmed. Supporters must complete this action within 24 hours, as the opt-in confirmation link expires after 24 hours. 

To use an opt-in with a confirmation question, you will require an opt-in web page and a confirmation email. You select these when creating your question, but you can also edit or change them later.

Opt-in web page

  1. To create, go to pages > component > web page > New Webpage.
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  1. Add a name for the page > select opt-in as the type > select a template > add content > and save
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Selecting a confirmation message

  1. Create or edit an opt-in with confirmation > Select Manage Message.
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  1. Select ‘new message’

    1. Add a name to identify the email

    2. Add a subject line for the email

    3. Select a landing page for the email

    4. Choose a sender for the email (Question confirmation senders are created via Account settings > Account Emails)

    5. Add your email content either as rich text or HTML

    6. Highlight the text for your confirmation link to enable the paperclip button paperclip.png

    7. Generate a plain text version and save

  2. Select your new or existing message and choose ‘Use selected'
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Opt-in data Values

Unlike question multiple response (QMR), where you can set the value to almost anything, opt-in question (QCB) values are limited to Y (they are opted-in), N (they have opted-out) and opt-in with confirmation questions (CQS) are limited to Y, N or P for a pending opt-in with confirmation.

Opt-ins are also transactional, meaning they store a record each time a supporter answers the question, even if the value remains unchanged.

Always verify your opt-in data value before importing, as any opt-in question containing values other than Y or N will create a QMR question.

Value

Question Transaction Created

Yes

QMR

Y

QCB

Account Settings - Opt-in Behaviours

Update existing supporter records when an opt-in question response is submitted.

This setting means the opt-in status for your supporters will update only if they complete an opt-in question or unsubscribe via a broadcast email.

For checkbox opt-ins. With setting:

  • Disabled: An opted-in supporter who fails to check the box will remain opted-in

  • Enabled: An opted-in supporter who fails to check the box will be opted out

For Radio opt-ins, the value will always be overwritten with the selected value, regardless of the setting.

Do not display for Y values

The account setting “if an opt-in value is Y, do not display on the page render for the supporter” affects whether the opt-in questions are visible on the page or not when a supporter lands on a page.

However, there are some instances where the questions will not be hidden, regardless of the setting:

  • After a ‘dependency redirect’, for example, as a result of a particular value being selected in a form.

  • On unsubscribe pages, the current opt-in status of any questions included will be displayed.

  • If a supporter clicks through to a page more than once from a broadcast email.