Enable a choice to Opt-In or Opt-Out for both Appointments and Events. The Opt-In feature gives the customer the ability to say whether or not they want to be included in future email communication from you as the Company or Brand. This information is accessible to you via a CSV export.
To Enable Opt-In
To begin, as a Corporate Admin, click on the “⚙ ” icon and then click into "Customers".
Here you will see a list of all individuals who have been entered into the system via Appointments as Customers.
Select the checkbox below "Allow Email Opt", and then select "Update" to make this change.
Once enabled, any time a customer requests an appointment or RSVPs to an event, they will be prompted to Opt-In or Out of receiving emails. The default option is "in", so customers would need to uncheck the box to opt-out.
Update/Edit the Opt-In Copy
Once this feature is turned on, you have the ability to update the copy a customer sees with this checkbox. To do so, click on the “⚙ ” icon and go to "Translations".
Search for the following two templates:
- templates > events > details > signup > email_opt_html
- templates > appointments > enter_info > email_opt_html
An easy way to do this is to use Command + F to bring up "find" and search for "email_opt".
Once found, click "edit" on the right to change the copy.
Here is an example of what this option may look like when the Opt-In feature is enabled (styling depends on your company's template and can vary).
NOTE: When filling out information for an appointment or an event as a customer, the default is to opt-in. For a customer to opt-out, they must uncheck the box.
If the customer unchecks the box, Brickwork will signal that this person opted out of email communications within the "Customers" CSV export and the "RSVPS" CSV export for events. Under the email_opt column, TRUE means a customer has opted-in, whereas FALSE means a customer has opted-out.
- The Customers CSV can be accessed by going to the “⚙ ” icon > Customers > "Download CSV".
- The RSVPS CSV can be accessed by going to the Event at the Store level. Stores > Store Name > Events > Manage Events > Event Name > Export List