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Guide: Create an Opt In

Follow the steps below to create an Opt In and add it to your Event

Updated over a month ago

Create a New Opt In

  1. Go to the Tools page on the left hand side

  2. Click Opt Ins and then New Opt In

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  3. Enter details

    1. Name - for internal use

    2. Tag - for internal use, to help group your Opt Ins

      Screenshot 2024-01-03 at 16.55.15.png

    3. Channels - who it appears for

      Screenshot 2024-01-03 at 16.56.17.png

    4. Opt In Text and Settings - enter the text that the buyer will be presented with at checkout and insert hyperlinks (optional) which will open in a new tab

    5. This Opt In should be Mandatory - optional, select the box to mark Opt In as mandatory. Once selected, the buyer will not be able to complete the purchase unless they have ticked the checkbox

      Screenshot 2024-01-03 at 16.58.08.png

    6. Submit Opt In


Edit or Archive Opt In

  1. If you need to make changes, click Manage on your Opt Ins list

  2. Archive if you want it removed from your Opt In list

  3. Click Edit to make changes and Submit to save

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Add Opt In to your Event

  1. Go the Events page and select your Event

  2. Click the Settings tab, and then the Opt Ins bar on the left

  3. Click Manage Opt Ins

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  4. Select your Opt-In from the pop-up and click Done

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