How do I opt-in or opt-out contacts in bulk?
To indicate that contacts have opted in or out on their contact record, you can through Opt Lists. There are multiple ways this information come to be stamped and managed on a record:
- Bulk import from a list of phone or emails
- Individually updated from a contact record
To import a list of numbers or email addresses:
- Prepare a CSV file with only opted-in/out phone numbers or opted-in/out emails down one column. Do not include a header.
- From your Comms Center Text or Email Broadcast tab, select the Opt Lists button.
- To run a new Opt List, select the + Opt List button. From the Add Opt List slideout, make your selections and notes including: Name for your opt list.
- Choose the Action: Opt In or Opt Out
- Message Format:
- [EMAIL OPT-IN/OUT ONLY] Select the Email Address format of your file to the best of your knowledge. Address, Uppercase Address, Hashed Address, and Hashed uppercase Address are all various formats of email address options for your upload.
- [PHONE OPT-IN/OUT ONLY] Select the Number format of the numbers on your file (Number +1 (202) 555-0123, Numeric 12025550123, National (202) 555-0123, or National Numeric 12025550123)
- [PHONE OPT-IN/OUT ONLY] Choose the Sending Channel, if applicable, that these contacts have opted-in/out specifically to one method of communication such as 10DLC, Toll Free, or Short Code communication. If you do not select a specific sending channel selected, that number will appear opted-in/out for all phone communication on this platform.
- [EMAIL OPT-IN/OUT ONLY] Select the Email Address format of your file to the best of your knowledge. Address, Uppercase Address, Hashed Address, and Hashed uppercase Address are all various formats of email address options for your upload.
- Run on Upload: Keep toggled to Yes to run it against your contacts immediately. Select No to create the list and save it, so it is available to run when you are ready.
- To save, select the "Add Opt List" button. The status of your opt list import will be visible from the Phone or Email Opt List tab.
- To run this list against your contacts again, visit your Opt List tab and select the three dots to the right of your list. Select "Run Opt List".
