Reference
Contacts
Opt-ins
7min
opt ins in ticketmatic enable your organization to manage your contacts in a professional manner by presenting them a clear choice during sales the result of this choice (opted in / opted out / unknown) will be stored for each of your contacts along with detailed information about the time when the opt in was provided and through which saleschannel the opt in status for all your contacts can be easily accessed in the backoffice enabling you to quickly target the correct contacts based on their choices if one or more opt ins are defined, ticketmatic will present the opt in(s) during the online order flow for every activated online saleschannel and if the opt ins are linked (through opt in sets) to the events that are in the order if a contact already exists but the optin status is unknown the optin will be presented to the contact during the online order flow ticketmatic supports two types of opt ins optional and mandatory with optional opt ins the contact has the ability to opt out by ticking a checkbox if the contact does not tick the checkbox and continues, he/she will be opted in with mandatory opt ins a choice is presented to the contact and the contact is required to select one of the two options to continue with the online order setting up opt ins the opt ins module https //apps ticketmatic com/#!/settings/optins can be found in the settings app in this module you can define one or more opt ins that are active in one or more saleschannels this enables you to differentiate opt ins between different online saleschannels there are two types of opt ins available optional opt in with an optional opt in you inform the contact during the online sales flow that they are opted in, unless they check the checkbox you can find an example configuration of an optional opt in below optional opt in settings using this configuration the optional opt in will be presented to the contact in the online sales flow in the following way optional opt in sales thus by using optional opt ins the default action is that the contact is opted in mandatory opt in with a mandatory opt in the contact is required to indicate if they want to opt in or opt out during the online sales flow it's not possible to finish the order without selecting one of the options an example configuration of a mandatory opt in mandatory opt in settings using this configuration the mandatory opt in will be presented to the contact in the online sales flow in the following way mandatory opt in sales the contact will not be able to finish the online order if they don't select one of two options opt in sets to ensure that an opt in is requested during the online flow an opt in set needs to be defined an opt in set has a name and a set of opt ins, as shown below opt in set this opt in set needs to be linked to the events for which these sets of opt ins need to be requested this can be configured by going to the settings of an event and editing the optin set at the bottom right opt in set for an event an opt in is requested during the checkout step of online sales if the customer is ordering tickets in a saleschannel for which the opt in is available the opt in is part of an opt in set and that opt in is linked to one or more events for which tickets are in the order the opt in has status unknown for the contact opt ins that have been answered are not asked again managing opt ins for each contact the status of the opt ins can be found by opening their contact details in the personal details pane an opt ins section will be shown if opt ins are defined in ticketmatic optin section for each opt in a contact can be in three different states unknown the contact has not indicated if they are opted in or out during their next online order ticketmatic will present the opt in opted in the contact has opted in opted out the contact has opted out detailed information on the status of the opt in can be found out by clicking on the status this will present a modal with detailed information optin status if a backoffice user has changed the opt in status of a contact, this modal will provide detailed information the backoffice user can even fill in an optional remark to indicate why the status of the opt in was changed when one or more contacts are selected in the overview, you can manage the status of their opt in through the actions menu the edit opt ins for contacts menu item can be used to set the opt in to a specific status for all selected contacts by using the public data model contacts can also be filtered based on their opt in status the opt in defintions are stored in a the tm optin table https //www ticketmatic com/docs/db/optin/ and the status for each contact is stored in the tm contactoptin table https //www ticketmatic com/docs/db/contactoptin/ the public data model is available in the filters ( filter definitions docid 7 pkjdtjoyijbpb1l4txw ) and in field definitions docid\ bjyg7mg9jzqrlemgul3 h enabling you to setup specific field definitions, views and filters for your use case