Requiring Clients to Opt In to Marketing Emails

You may want or need to offer clients the ability to opt in and out of the marketing emails that you send.

Users can opt in when they check out using the Client Area order form:

Require Clients to Opt In

To configure this:

1. Go to the Other tab at Configuration > System Settings > General Settings.

2. Check or uncheck Marketing Emails to enable or disable the ability to configure a requirement.

3. For Require User Opt-In:

  • Select Enabled to configure the opt-in toggle to default to No, which requires the user to select Yes to opt in.
  • Select Disabled to configure it to default to Yes, which will opt the user in unless they manually select No.
Marketing Email Settings

4. Click Save Changes.

Sending Marketing Emails

When sending a marketing email, make certain to select Marketing Email? at Utilities > Email Campaigns or, prior to WHMCS 8.0, Clients > Mass Mail.

Users can change their marketing email preferences at any time using their profile page in the Client Area. Admins can change it in the user's profile in the Admin Area.