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Creating Rules-Based Lists of Explicitly Opted-In Contacts

Article: 000050228

Updated: July 17, 2024

Opting in is essential to modern digital marketing. As such, consider a list that shows all leads who have explicitly opted-in to receive communication.

This article will detail how to create a list of all leads who have explicitly opted-in to receive emails from your company.

Article Contents

Explicitly Opted In

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Explicitly Opted-In

You can create a list of contacts who have explicitly opted-in to receive digital communications. To create a dynamic contact list, do the following:

Click Lists in the left toolbar.
Click + Add New List to create a list, or click Settings > Change List Settings to edit a rules-based list.
Configure an initial rule or create an additional rule.
Click the Lead category.
Click is explicitly opted-in to receive email.
Click any or all of the applicable checkboxes:

   •   Form Double Opt-In
   •   Custom Opt-In
   •   Import
   •   Opted-In Manually by User
   •   Informed Consent
Click Save.