How do I manually opt someone out of or into email broadcasts?
Most of your contacts will likely self-subscribe (via a Numero Action Form or an external sign-up form your committee manages) to receive emails from your committee OR self-unsubscribe ( instructions) when they receive one of your email broadcasts if they no longer wish to receive future email broadcasts from the committee. If they request you do it for them, you'll need to open the contact's profile in your platform and manually opt them out or opt them in per email address.
1. From the contact's profile, locate the email address you would like to opt-in OR opt-out and select the pencil icon (displays when you hover over the email)
2. Toggle the Opted Out option from NO to YES to Opt Out and YES to NO to Opt In. If you are trying to opt them out and the option is already toggled to YES then they have already opted out of your emails and have likely sent a duplicate request or they are still receiving your emails because they are within 10 days of their opt-out request. Email service providers have 10 days to stop all future emails once an opt-out request is received. Note that opt-out requests are per email address, so if they would like to be opted out of all emails on all of their email addresses, you'll need to repeat this process for each email present in the contact's profile.
To opt-out emails in bulk, import the opt-out list as a Contact file. In your CSV, include headers for the contacts' First Name, Last Name, email address, and a corresponding column for opt-out date. Map each column header to Numero properties. Include as many Matching Properties ⌖ as possible to ensure the information appends to existing data in your Numero database.