How To Opt-In A Single Email

When adding a new contact record, you will not be able to send them an email right away. myClients is a permission based email system, meaning that you must tell myClients that you have permission an email to that contact. The steps below describe how to Opt-In a single email address to receive your email communications.

Each email address has a gray box around it. This indicates that you will NOT be able to send an email to this contact.

To tell the system that you have permission to send email, click the email & Add to Opt-In List.

The email will now have a green box, indicating that the email status is Opt-In. There is also a Note saved to the record indicating the Opt-In status.

Complete the same steps for the Other contact record. Click Add To Opt-In List.

The Other contact's email is now green, indicating an Opt-In status. There is also a note on the record.

You can now send emails to both contacts on this record. They will also start receiving any of the 7 Essentials you've flagged.

To send an email, click the email address.

Compose your email here, or choose a template from the dropdown. Click send when done.

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Each email address has a gray box around it. This indicates that you will NOT be able to send an email to this contact.

To tell the system that you have permission to send email, click the email & Add to Opt-In List.

The email will now have a green box, indicating that the email status is Opt-In. There is also a Note saved to the record indicating the Opt-In status.

Complete the same steps for the Other contact record. Click Add To Opt-In List.

You can now send emails to both contacts on this record. They will also start receiving any of the 7 Essentials you've flagged.

To send an email, click the email address.

Compose your email here, or choose a template from the dropdown. Click send when done.

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Articles in this section

Each email address has a gray box around it. This indicates that you will NOT be able to send an email to this contact.

To tell the system that you have permission to send email, click the email & Add to Opt-In List.

The email will now have a green box, indicating that the email status is Opt-In. There is also a Note saved to the record indicating the Opt-In status.

Complete the same steps for the Other contact record. Click Add To Opt-In List.

You can now send emails to both contacts on this record. They will also start receiving any of the 7 Essentials you've flagged.

To send an email, click the email address.

Compose your email here, or choose a template from the dropdown. Click send when done.

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