---
title: Opt-ins
slug: ref/opt-ins
docTags: 
createdAt: 2023-11-16T20:45:46.866Z
---

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:

:::ExpandableHeading
### 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](https://api.archbee.com/api/optimize/zGnEynQy6cgPdn1J1kZsn/0jd-uHhmZ578u72gvFBtI_optionaloptin.png "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](https://api.archbee.com/api/optimize/zGnEynQy6cgPdn1J1kZsn/_X7PcAO6zj_TfcpiWbtvF_optionaloptinsales.png "Optional opt-in sales")

Thus by using optional opt-ins the default action is that the contact is opted in.
:::

:::ExpandableHeading
### 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](https://api.archbee.com/api/optimize/zGnEynQy6cgPdn1J1kZsn/BxCub0mCdx9fq096-YfOc_mandatoryoptin.png "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](https://api.archbee.com/api/optimize/zGnEynQy6cgPdn1J1kZsn/wxzep8jdGNAMVVenQfbEf_mandatoryoptinsales.png "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](https://www.ticketmatic.com/docs/contacts/optins/optinset.png "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](https://www.ticketmatic.com/docs/contacts/optins/optinset-event.png "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](https://www.ticketmatic.com/docs/contacts/optins/optinsection.png "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](https://www.ticketmatic.com/docs/contacts/optins/optinstatus.png "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 ([more info on setting up 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.
