Create or Edit Email Opt-In Components in Advanced Settings

Under your New/Mode Organization Account, you can configure privacy settings. These settings allow you to create an opt-in component on campaign tools that invites supporters to subscribe to email updates or to get more involved in your campaign. 

If you ever need to further customize opt-in settings OR create unique opt-in settings for a single tool, follow these steps:

Create new Email Opt-In Component

Step 1: Under the Edit tab for the campaign tool you're setting up, navigate to the Components page under Advanced settings: 

Step 2: Scroll down to the bottom of the page. Here you'll see an option to add a new tool component. In the textfield, name your component (we suggest "Email Opt In" so that our system can recognize it as an opt-in component). Then choose Select Options as the component type from the dropdown menu and click on "Add." 

Screen Shot 2019-12-17 at 8.31.37 AM

Step 3: Next, you'll choose your text and configuration of your Opt-In component. 

Opt-In Box

Write your Opt-In statement in the text field. Select the "multiple" checkbox. If you'd like your Opt-In Box to be pre-checked, select the checkbox under "default."Screen Shot 2019-12-17 at 8.45.41 AM

Opt-In Radio Buttons

Ensure you have two options generated. Write your Opt-In and Opt-Out statements in the provided text fields. Make sure the "multiple" checkbox is unchecked.  

Screen Shot 2019-12-17 at 9.03.29 AM

Step 4: Once you've configured your Opt-In type, scroll to the bottom of the page and press save! You have created your opt-in component. 

Update existing Email Opt-In Component

Step 1: Under the Edit tab for the campaign tool you're setting up, navigate to the Components page under Advanced settings: 

Step 2: Scroll down to the component labeled Email Opt-In and click the blue Edit link to the right:

Step 3: You'll be taken to the Edit Component screen. Scroll down to Options. Here, you can re-label the component, edit the text associated with each button, add additional checkbox fields, and even turn your checkboxes or radio buttons into a dropdown list:

Check out this article for details on customizing your opt-in settings.

Step 4: Any settings you reconfigure here will only apply to the campaign tool that you're working on. Your Privacy Settings will remain the same for all other tools. Once you've made changes, click the friendly blue Save Component button at the bottom of the page. Head over to the View tab to check out the look and placement of your new Opt-in component:

To change the placement of your Opt-in Component on a campaign tool, go back to the Advanced tab and rearrange components