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Guide: Create an Opt In

Follow the steps below to create an Opt In and add it to your Event


Create an Opt In

  1. Go to the Tools page on the left-hand side

  2. Click Opt Ins and then New Opt In

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Add Details

  1. Name - for internal use

  2. Tag - for internal use, to help group your Opt Ins

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  3. Channels - who it appears for

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  4. Opt In Text and Settings - enter the text that the buyer will be presented with at checkout and insert hyperlinks (optional) which will open in a new tab

  5. This Opt In should be Mandatory - optional, select the box to mark the Opt In as mandatory. Once selected, the buyer will not be able to complete the purchase unless they have ticked the checkbox

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  6. Click Submit to save the Opt In


Edit or Archive Opt In

  1. If you need to make changes, click Manage on your Opt Ins list

  2. Click Edit to make changes and Submit to save

  3. Click Archive if you want it removed from your Opt Ins list

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Add Opt In to your Event

  1. Go to the Events page and select your Event

  2. Click the Settings tab, and then the Opt Ins bar on the left

  3. Click Manage Opt Ins

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  4. Select your Opt In from the pop-up and click Done

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NOTE - if you create a new Event by copying an existing one, the Opt Ins linked to that Event are copied across too.

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