How can I set up and manage opt-in rules?

Opt-ins in ticketmatic allow you to professionally collect customer preferences during the ordering process, such as the desire to receive newsletters or brochures.

You can choose to ask one or more opt-in questions to all customers or only specific groups who buy tickets for certain events via opt-in sets. These questions are only shown to customers whose preferences are still unknown.

Opt-ins can be mandatory, where the customer must explicitly indicate whether they want to receive communications in the future, or optional, where the customer can choose freely.

All responses are logged in ticketmatic with the time and sales channel, and are available in the back office for further analysis and targeted communication.

There are two types of opt-ins:

Mandatory opt-in question

The buyer must explicitly and compulsorily indicate whether they want to receive communication in the future. Example:

Optional opt-in question

With an optional opt-in, you give the customer the option to subscribe. If the checkbox is not selected, the opt-in status for that customer turns opt-out.

Example:

Optional opt-out question

With an optional opt-out, you inform the customer that they are subscribed, unless they unsubscribe by selecting the checkbox.

Example:

You can define your own opt-in questions and link them in predefined sets to a specific event, so they are asked during the ticket buyer’s ordering process.

Add mandatory or optional opt-in questions via Settings - Opt-ins, where you determine which questions are active for one or more sales channels.

To activate opt-in questions in the end customer’s ordering process, first compose a set with the desired opt-in questions. You can define multiple opt-in sets via Settings - Opt-in Sets.

You can then activate an opt-in set for online sales via the configuration pages of your events. There you can link the desired opt-in set at the bottom. This allows you to request different opt-ins for each event.



After the customer has submitted their opt-in preferences, you can manage these at the contact level.

For each contact, the opt-in status is available in the customer record or via selection filters.

An opt-in question can have one of the following statuses:

Detailed information can be viewed by clicking the status.

You can view the following information:

Open the contact and choose to edit it or create a new customer. You will find the opt-in statuses at the bottom left where you can view and modify them.

Via the Reason field you can provide an explanation for manual changes made via the back office.

You can change the opt-in status of multiple customers simultaneously via bulk actions at the contact level.

Select the contacts whose opt-in status you want to modify, possibly using selection filters. Then go to Actions - Edit Opt-ins for Contacts.

Next, choose which opt-in you want to modify, select the status to assign, and confirm with Save.