Opt in contacts

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How do I opt-in contacts I have collected offline?

Opting in contacts that you have collected offline, such as at networking events or conferences, is an essential practice for maintaining compliance with email marketing regulations and ensuring that you build a list of genuinely interested subscribers. This process not only helps to enhance your sender reputation but also ensures that you are engaging with contacts who have expressly opted to receive communications from you.

In this article, we will explore how to opt-in contacts collected offline, the importance of this process, and methods to do so effectively.

How to access this feature

To opt-in contacts collected offline, you will mainly be using ActiveCampaign’s online tools and your preferred email client to send follow-up communications. You do not need special permissions or additional tools, aside from an ActiveCampaign account and access to either your email client or the ActiveCampaign Forms for iPad app.

Step-by-step instructions

Using ActiveCampaign Forms for iPad

1. **Download and install** the ActiveCampaign Forms for iPad app from the App Store. 2. **Open the app** and log in with your ActiveCampaign account credentials. 3. **Create a subscription form** if you haven't done so already. You can create a form directly within the app or using the ActiveCampaign web platform. 4. **Collect opt-ins in person**:

  - When you meet potential subscribers at events (e.g., trade shows, open houses), hand them the iPad and ask them to fill out your subscription form.
  - Once they complete the form and press the Submit button, their information is synced with your ActiveCampaign account. 
  - If you are offline, the data will sync automatically when you regain an internet connection.

Sending email invitations to your subscription form

1. **Open your email client** and create a new email. 2. **Introduce yourself** by reminding the contacts how you met, possibly referencing the event. 3. **Share relevant information** about your business, products, or services. 4. **Include a link to your subscription form**:

  - First, ensure you have created a form within ActiveCampaign.
  - In the form builder, click the Integrate button, then click the Link tab to copy the URL of your form.
  - Paste this link into your email and encourage recipients to sign up.

5. If you are using a double opt-in process, once they submit the form, they will receive a confirmation email to finalize their opt-in before being added to your marketing list as an Active contact.

Configuration options and settings

When opting in contacts, several settings need to be configured for optimal results: - **Subscription Forms**: Ensure your forms capture necessary fields such as names and email addresses and comply with GDPR regulations. - **Double Opt-In**: If you are using this feature, make sure that it is activated during form setup, which can be configured in the Form Settings. This will help confirm contacts' subscriptions.

Best practices and tips

- Always follow up with individuals shortly after meeting them; aim to send your email within a few days. - Ensure your emails are personalized and provide clear reasons for the subscription link, helping to establish trust. - Use clear and concise messages that highlight the benefits of joining your mailing list. - Avoid using collected business cards as a means of opt-in consent; these should be followed up with the opt-in email process.

Common use cases with examples

- **Trade Shows**: Leveraging the ActiveCampaign Forms for iPad app at your booth allows you to capture leads instantly and effectively, collecting consent right after interaction. - **Networking Events**: After collecting contacts, emailing them within 48 hours with your subscription form enhances the likelihood they will subscribe, as their interest is still fresh.

Troubleshooting section

If you're facing issues with collecting opt-in consent: - Ensure that the forms are configured properly in ActiveCampaign. - Make sure that internet connectivity is stable, especially when using the iPad app. - If contacts do not receive the confirmation emails, check your spam folder and settings in ActiveCampaign for potential issues.

FAQ section

Q: Why do I need opt-in consent? A: Opt-in consent ensures that the individuals on your list want to hear from you, leading to higher engagement rates and compliance with anti-spam regulations.

Q: What if individuals gave me verbal permission? A: Verbal permissions are not valid forms of consent. Always follow up with an email that includes a link to your subscription form.

Q: Are business cards collected at trade shows considered opt-in consent? A: No, business cards alone do not constitute opt-in consent. You should send a follow-up email including a subscription link.

Q: What happens if I don’t opt-in offline contacts and send them marketing emails? A: This practice can harm your sender reputation and lead to potential penalties for violating spam laws.

Q: Are my Facebook friends or LinkedIn connections considered opted-in contacts? A: No, they are not considered opted-in since they have not expressly consented to receive marketing communications.

For more details, refer to our Getting Started and Contact Management documentation. ```