Guides & TutorialsSystem Settings MailHow to Require Clients to Opt In to Marketing Emails

How to Require Clients to Opt In to Marketing Emails

You can offer clients the ability to opt in and out of Marketing Emails that you send. To do this, follow these steps:

1. Navigate to Configuration > System Settings > General Settings.

2. Click the Other tab.

3. Check the Marketing Emails checkbox.

4. Set the Require User Opt-In setting to Enabled.

5. Click Save Changes.

Marketing Email Settings

The system will prompt new signups to opt in to receive marketing emails on the order form:

When sending a marketing email, be sure to select the Marketing Email? checkbox. In WHMCS 8.0 and later, this is in Utilities > Email Campaigns, and, in earlier versions of WHMCS, it's the Clients > Mass Mail tool.

Clients can change their marketing email preferences at any time via the profile page within the client area. Staff can change it under the client's Profile tab within the administration area.