Add a Marketing Email Opt-In in PhotoBiz

How to Add a Marketing Email Opt-In to Forms, Client Galleries, Scheduler, and Checkout

Overview

PhotoBiz allows visitors and customers to choose whether they want to receive marketing emails from your business. You can add an optional marketing email opt-in checkbox to supported forms, Client Galleries, Scheduler services, and checkout pages.

The checkbox uses one custom label throughout your account. This guide explains how to activate the checkbox, choose clear opt-in wording, and review a contact’s response.

Important to Know

The marketing email opt-in checkbox is optional and is not selected automatically. A visitor or customer must select the checkbox to subscribe through that interaction.

Adding the checkbox does not automatically subscribe your existing contacts. Your PhotoBiz account includes marketing email sends per month.

STEP ONE

Log in to your PhotoBiz account and click MY ACCOUNT in the left-side menu. This opens the account settings where you can manage your membership, account details, policies, and other account-wide options.

STEP TWO

Hover over SETTINGS at the top of the control panel, and then click POLICY SETTINGS.

The Policy Settings page includes account-wide settings that can appear when visitors submit information through your forms, Client Galleries, Scheduler services, and checkout pages.

FINAL STEP

Scroll down to MARKETING EMAILS OPT-IN. Enter the message you want visitors and customers to see in the CHECKBOX LABEL field.

For example, you could enter: Yes, I would like to receive studio news, promotions, and special offers by email.

Click SAVE CHANGES. Your custom label will appear next to the optional marketing email checkbox in supported areas of your account.

Where the Marketing Opt-In Appears

After you save a checkbox label, the marketing email opt-in can appear when contact information is collected through:

Forms
Client Galleries
Scheduler services
ECommerce and other supported checkout pages

The exact placement of the checkbox depends on where the visitor or customer enters or submits their information.

Form Opt-In Example

On a form, the checkbox gives visitors the option to subscribe when they enter their information and submit the form.

Checkout and Service Opt-In

The checkbox can also appear when customers use supported Client Galleries, schedule services, or complete checkout. This allows them to subscribe while interacting with your business.

How to Confirm a Contact’s Opt-In Status

You can review a contact’s marketing email status from their contact profile in your PhotoBiz control panel. When a contact opts in, the profile can show that they subscribed and the date their response was recorded.

If the contact shows No Answer, PhotoBiz has not recorded an opt-in response from that person. This may mean the marketing opt-in was not active when their information was collected or that they have not submitted information through a supported form, Client Gallery, Scheduler service, or checkout page since you activated it.

A contact who does not select the checkbox is not subscribed through that interaction.

Choosing Your Checkbox Label

The same checkbox label is used throughout the supported areas of your account. Choose wording that makes sense on forms, Client Galleries, Scheduler services, and checkout pages.

Clearly describe the types of emails subscribers can expect. You may mention:

Newsletters
Studio updates
Session announcements
Promotions
Special offers
Upcoming events

Examples of clear opt-in labels include:

Yes, I would like to receive studio news and special offers by email.
Send me updates about sessions, promotions, and events.
I would like to receive newsletters and marketing emails.
Keep me updated about new services and special offers.

Avoid wording that makes the checkbox appear required. Visitors and customers should understand that subscribing to marketing emails is their choice.

Marketing Opt-In and GDPR Policy Checkboxes

The MARKETING EMAILS OPT-IN and GDPR POLICY CHECKBOX LABEL settings appear on the same Policy Settings page, but they serve different purposes.

The marketing email opt-in is optional and allows someone to choose whether they want to receive promotional or marketing emails. The GDPR policy checkbox can require someone to agree to your privacy policy before submitting their information.

Depending on your account settings, visitors may see both checkboxes. Use different, descriptive wording so they understand the purpose of each one.

Additional Options or Helpful Notes

The marketing email opt-in is an account-wide setting. Use wording that applies across every supported area instead of referring to one specific form, product, service, or purchase.

A visitor must provide an email address before they can become a usable marketing email subscriber.

Your business is responsible for making sure its opt-in wording and email marketing practices comply with any laws or regulations that apply to it.

Need Help?

Support Hours: Monday to Friday, 9am to 6pm EST

Phone: 866.463.7620

Support Channels: Phone, Live Chat, Support Ticket

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