Ask AI
How can we help? 👋

Scheduling Newsletters with Opt-ins

Scheduling Newsletters with Opt-ins

To schedule newsletters with opt-ins, ensure opt-ins are properly implemented for recipients to consent to communications. Select the appropriate opt-in database, schedule the mailing, and refine the audience using filters. Mailings must comply with opt-in permissions, with options to ignore blocklists or use lists as databases under specific conditions. Always verify recipient lists before sending and ensure compliance with GDPR regulations.

To schedule a manual mailing with an opt-in, you must first have your opt-ins adequately implemented.

When your opt-ins are set up, people can opt-in for different services you provide in the Communication preferences of their Peppered account.

Please make sure the explanation of each opt-in is clear so people know what they sign up for (Marketing > Opt-ins module).

Every mailing you plan to send via the Peppered Platform must be sent with the proper permission.

Every mailing needs to comply with one opt-in (there are a few exceptions, such as press releases).

 

Scheduling with Opt-ins

Selecting the proper opt-in is easy. The “Newsletter opt-in” is always preselected. You have to add a time and date.

You also have the option to combine the opt-in with one or several mailing lists if you want to specify your target audience even more.

  1. Schedule:
    1. Provide a date and time for your newsletter to be sent.

  1. Database:
    1. Select the proper opt-in database. By default, the “Newsletter opt-in” database is selected, but other opt-ins can be chosen as well.

⚠️
Take note! In case you don’t want to use any opt-in database, you can click on “Use list as database”. In this case, the system will not check the opt-in (there is no agreement from the visitor). Use this feature only if you are sure to be allowed to contact the people on this mailing list (GDPR obligations).

3. Filters:

You can refine your target audience by adding or subtracting mailing lists.

If you do not want to use filters to refine your selection, check the “Send without filters” function.

If you add a mailing list in step 3, you have four options:

  • include a mailinglist (“on at least one of these lists”)When adding a mailing list here, the target audience must have the selected opt-in AND must be on (one of) the added mailinglist(s).So we only send the mail to people with the opt-in that is also on (at least one of) the selected mailing list (s).

As a result, the final number of recipients receiving the mailing might be lower than the number of recipients on your original mailing list.

This option is also very suitable for imported mailinglists, because this option will automatically remove all recipients without the proper opt-in.

  • exclude a mailinglist (“But not on any of these lists”)
    • When adding a mailing list here, the target audience must have the selected opt-in AND not be on (one of) the added mailing list (s).

      So we send the mail to all the people with the opt-in that are NOT on (any of) the selected mailinglist(s).

  • Send without filters
    • If you do not want to use filters to refine your selection, check “Send without filters”.

      This extra safety ensures you only send mailings to an entire opt-in database when you deliberately check this box.

  • Ignoring the blocklist
    • Usually, you only want to send people an e-mail if they have asked for it. Only people who have asked for it (through the opt-in selection) receive an e-mail when using the opt-ins. When you check the box: Ignore BlockList, everyone (including people without an opt-in) will receive an e-mail. You will ignore the Blocklist (opt-out selection). This is useful for cancellations when you need to contact all visitors, even the ones who, for instance, don’t have a Peppered account (and don’t have opt-in in our database). More explanation below.

🚧
Take note! Use only when you are sure to be allowed to contact these people.

Checking Recipients Before Sending

After you have selected the proper Opt-in Database and perhaps added one or several mailing lists (steps 2 and 3), you can check the mailing query after scheduling the mailing (step 1).

On the next page you reach, click “Download (CSV)” to let the platform generate a list of all recipients. This is a combined list of all opt-ins and mailing lists you selected in the previous step.

Notion image
🚧
Take note! downloading a .csv can take some time (up to a minute), depending on how many recipients the database contains. Delete the downloaded files from your computer since they contain e-mail addresses and other personal data.

Mailing without Opt-ins

When you want to mail a mailing list of recipients who do not have an opt-in in Peppered but have obtained permission in another way, you can choose to ‘use the list as a database’ in step 2. Now, the system will not look at the opt-ins but only at the mailing list. You need to be sure all people like to receive this email.

So to ignore the opt-in if you select: ‘Use the list as database’

A GDPR note will appear. If you want to use opt-in, click on Back to opt-in databases.

Select the list you would like to use as a database. The email will be sent to everyone on this list, including those without opt-ins.

Generating and Exporting a List of Recipients with a Certain Opt-On

Description goes here. Feel free to make text bold or italic.

In the Marketing > Visitors module you can also generate a list of all people with a certain opt-in. Just select the opt-in from the dropdown and click “search”.

Ignoring the Blocklist

This feature, especially made during the corona crisis, enables you to reach all email addresses that are registered as “Blocked” in the Peppered database. The blocklist is a final filter that makes sure people who unsubscribed from all mail never get any mail again, not even after they are newly imported from external databases.

However, in times of need, when it is critical to reach as many people as possible (i.e. for cancellations), it is possible to include recipients from the blocklist in your mailings. Be sure to have a proper reason and permission to include these email addresses in your mailings.

In doing so, all email addresses that are registered as blocked will be included in the mail.

Examples:

Ignoring the Blocklist, but with Mailing with Opt-Ins**

However, the final mailing list will still check for opt-ins when you choose to send mailings via the opt-in database. This principle will work as explained above for regular mailings, and will only allow email addresses that have the correct opt-in. So people on the blocklist who have no opt-in will NOT be included when you use the opt-in database as your source. The opt-in check will be respected (overwrites the blocklist function):

In this setting, only people on the blocklist who have a newsletter opt-in AND are on the list “peppered test” will be included.

Ignoring the Blocklist & Ignoring Opt-Ins

If you choose to ignore opt-ins (see “mailing without opt-ins” above) and check the box “Ignore blocklist”, the mailing will be send to all email addresses on the list you select. Use the feature “use list as database” to select your own mailing list, and check both boxes “Send without filter” and “Ignore blocklist”:

In this setting, all people on the blocklist who are on the “Peppered test” list will be included.

🚧
Take note! Only use this option when you are absolutely sure you have a good reason to ignore both the blocklist and the opt-in settings.
Did this answer your question?
😞
😐
🤩