📝 Overview

The Marketing Preference field lets customers specify whether they'd like to receive marketing messages, during signup, registration, or purchase, and from within their notification settings.

You can then use this information to decide which customers you'll send marketing to.

💡 For how to export this data and act on it, see the guide here.

🛠️ Enabling and Configuring

Head to Settings ➜ Customer Fields ➜ click Details next to the Marketing Preference field.

On the next page, you'll see the existing settings under the Opt-out Choice section. Click Edit opt-out settings to tick or untick your choices as needed, including whether customers who opt out should be auto-unsubscribed from Mailchimp, then click Save.

You can also add, edit, or remove the choices pre-loaded by the system, or leave them as they are. The pre-loaded choices are:

Yes, I'd like to receive occasional marketing messages
No, do not send me any marketing messages

🧠 You might rename the choices to "Yes, I'd like to receive your weekly newsletter" and "No, do not send me your weekly newsletter" to suit how you actually communicate.

⚠️ We recommend keeping this field to a simple opt-in and opt-out pair. The clearer the choices, the more reliably the system can tell who has opted out. If you do add or reword a choice, go straight back to Edit opt-out settings and confirm the correct choice is still marked as the opt-out, otherwise customers may be treated as opted in.

Finally, decide which form you'd like to use to ask customers for their marketing preference. Click Edit Forms within the Customer Forms section on the same page, tick the relevant form(s) in the pop-up, and click Save.

💡 This field is only considered "enabled" once it's included on at least one customer form. Once enabled, customers without a saved preference are prompted to set one on the customer site via an alert. Some forms are pre-loaded for you, or you can create a new one. See the Create a Form guide here.

Customers then choose their preference on whichever form you've selected. If you've picked the Signup form, new customers see it during signup. If you've picked a form required when registering for classes, they're prompted at their next applicable registration.

⚠️ Customers Who Haven't Set a Preference

A blank marketing preference is not treated the same as an opt-out. Customers are only excluded from your Mailchimp export if they have actively selected the opt-out choice. Those who have opted in, and those who have never answered, are both included.

⚠️ If you'd rather only contact customers who have explicitly opted in, check your export options before sending.

When exporting manually, there's a separate option controlling whether customers with no preference set are included.

🧑‍💻 Customer View

New customers are prompted to choose their preference on the relevant form, based on your settings above.

Existing customers are prompted to update their settings when logged into their account.

Customers can also update their preference at any point from their My Account tab.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.