Adding New Contacts Manually - Opting in

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When I go in and manually add new contacts, how can they opt in?  It looks like they don't get emails until they opt in, but it doesn't seem like my adding them prompts them to opt in in any way, so I'm not sure how to get them the emails they want.
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Posted 2 years ago

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Laura Dickerson, Official Rep

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Hi there,

I had set in the answer for you...and it have disappeared. So:

You do not have to opt in customers unless they are Canadian. Then you must stay in compliance with CASL.

If you want to set up a double optin, then you can follow the instructions here:
and that will get you set. Permission-based email is about keeping in touch with people who value your organization, not delivering unwelcome inbox surprises.

-​Rented and purchased lists are not allowed.
-You can only upload a contact list if everyone on that list has either asked to receive emails from you or has had a clear relationship with your organization (as a customer, employee, or volunteer, for example) in the last 18 months.
- If you have contacts who were added earlier than that, you must have emailed them at some point within the last 18 months to keep them on your list.​​

I hope that helps (and saves this time)!