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Ignore email opt-in for automation campaigns

Louise MacBean
  • Updated

You can enable a setting in your automation campaigns which will enter all contacts who comply with the entry trigger, regardless of their email opt-in status.

Select the Settings cog and in any automation campaign and tick the Enter contacts ignoring email optin checkbox:

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How does it work?

Opt-in status will still be checked when a contact reaches a Send email, Send push notification or Send SMS action, so any contacts who are not opted-in to receive those marketing communications from you will leave the campaign.

For example, if Jane is opted-in to receive push notifications, but opted-out for email, she will enter your campaign and if she reaches a Send Push action node she’ll receive the notification.

However, if Jane reaches a Send Email action node she will leave the campaign.

Note: This feature does not replace the Send as transactional flag used by some clients. Ignore email opt-in will not allow unsubscribed/opted-out contacts to receive emails when they reach the send email action. Send as transactional will allow this, but only for certain use cases which have a lawful basis, agreed with your Customer Success Manager and Ometria's Data Protection Officer.

 Add to/Remove from segments

Enabling this feature means you can use automation campaigns to add any contacts to a static segment, or remove them from a static segment:

Note: Remember that if you want this action to apply to contacts who have opted-out for email, you must ensure it occurs before any Send email actions.

Cross-channel campaigns

You can also enrich your campaigns by including push notifications or SMS for contacts who are opted-in for those channels but not for email.

To do this, create a segment for contacts who accept push notifications (or SMS), and a second segment for all other contacts:

Next, add your actions - one for push notifications and the other for email:

You might also have a wider audience reach for your social synced segments:, e.g. by targeting contacts who are not opted-in to receive emails from you:

Note: Remember that if you want these actions to apply to opted-out contacts, you must make sure they occur before any send email actions, as contacts who are not opted-in will not pass those action nodes.

Split tests with control group

If you use automation campaigns to split test your contacts with a control group, you should make sure to add additional segmentation at the start of your flow to ensure that only contacts who are opted-in to receive email enter the split:

This will avoid creating uneven splits (i.e. one group having a larger number of opted-out contacts than the other).

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