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How do I manage opt-in/opt-out settings?

Learn how to set up and manage opt-in or opt-out options for your social campaign participants.

Written by Justin Verhoeve

Overview

When creating a social campaign, you can choose how locations can participate:

  • None: All selected locations participate automatically

  • Opt-in: Locations must actively choose to participate

  • Opt-out: Locations participate by default but can choose to withdraw

Setting Up Participation Options

opt-in or opt out
  1. When creating a campaign, choose the participation option under the "Workflow" section.

  2. When choosing opt-in/opt-out, you must specify a deadline date/time for participation decisions.

  3. A suggested notification message is shown, which you can adapt based on your preferences. You can use variables for personalization using the { } icon.
    ​Example: "Dear {Location name}, please confirm your participation..."

  4. The opted-in / opted-out list shows the current status of all users. You can use the search functionality to find a specific user in the list.

Additional Tips

overview opted in or out
  • Write clear expectations in the messages

  • Explain the consequences of non-response

  • Maintain a consistent opt-in/opt-out approach to avoid confusion

  • Regularly review and update your opted-in and opted-out lists.


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