Opt-ins and Opt-in Sets

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 optional opt in optional opt out 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 gdpr regulations require a mandatory opt in to send marketing emails setting up opt ins opt in questions 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 opt in sets 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 you can set one opt in set as default managing opt in statuses for a customer 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 unknown the customer has not yet indicated whether they want to opt in or out opt in the customer has subscribed opt out the customer has unsubscribed detailed information can be viewed by clicking the status you can view the following information status subscribed, unsubscribed, or unknown method through which sales channel the opt in status was changed note optional for manual changes via the back office ip address ip address from which the change was made user the ticketmatic user who last made a manual change created timestamp of choice last modified timestamp of last update if manual changes were made changing opt in status 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 bulk changing opt in status 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