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Opting Out of Marketing

Marking clients and exporting client list to use for external marketing tool. Filters exclude client who opt out of marketing emails.

Sophia Boulaich avatar
Written by Sophia Boulaich
Updated over 10 months ago

The bottom of each client profile has a radio button to turn ON if clients choose NOT to be emailed marketing newsletters/emails.

By default this button will be turned OFF. If someone opts out then you would turn it ON.

From your Profiles page you can export a list of all of your clients which are 'opted in'

  1. Select OFF from the Opt out of marketing dropdown

  2. Check the Select All box

  3. Click the Export icon in the top right corner of the screen to select Fullname and Email addresses to be exported in the CSV file.

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