Why is my Opt-In list is missing?

Why is my Opt-In list is missing?

If your Marketing Opt-In list is missing from Marketing > Lists, you can refresh and sync your marketing users by following the steps below:

How to Sync the Marketing Opt-In List.

  1. Go to Marketing > Lists
  2. Click Sync Users Now
  3. A pop-up message will appear advising that the sync process may take a few minutes
  4. Once the sync has completed, the Marketing Opt-In list should appear within your available list options



What qualifies a client as Opted-In?

Clients are considered opted-in for marketing emails when they have:

  • An email address associated with their client profile
  • Marketing enabled for their email address within the client card

How to Manually Opt-In a Client

If a client has not previously unsubscribed or manually opted out of marketing emails, you can manually enable marketing for their profile.

  1. Go to Clients
  2. Open the client's profile
  3. Select the Profile tab
  4. Locate the Marketing and Follow-Up section
  5. Enable the:
    • Primary Email Address, and/or
    • Secondary Email Address


Once enabled, the client may be included in your Marketing Opt-In list after the next sync.

Important Note About Unsubscribed Clients

Clients may manually unsubscribe or opt out of email marketing at any time.

Alert
If a client has unsubscribed or opted out of marketing emails, they must personally opt back in to reactivate email marketing communications. This action cannot be completed manually within Inspire by STX.