Marketing opt-in during contact creation

Manage marketing opt-ins during contact creation in AiInbox using various methods, such as single contact creation or bulk import. Easily set opt-ins for efficient and effective marketing.

Contacts can be created in AiInbox through various methods, including:

• Single contact creation in the contact module.
• Automatic contact creation upon receiving an incoming message.
• Bulk contact import.

Let’s explore how marketing opt-in is managed during contact creation in each of these scenarios.

Creating a single contact in the contact module

• When creating a new contact in the contacts module, there is a field for marketing opt-in.
• You can specify the consent your customer has provided in this field.
• If set to YES, you can send marketing templates to them.
• If set to NO, AiInbox will automatically detect it and prevent marketing messages from being sent to that customer.
• AiInbox will also display a warning if you attempt to send a marketing message to an opted-out customer.

Creating a contact upon receiving an incoming message

• When a new incoming message is received, AiInbox automatically creates a contact.
• During this process, the marketing opt-in is automatically set to YES.