per year/per activation
- Not applicable
- Windows & Web (Subscription/activation)
- Windows (not applicable)
- Web (requires Act! subscription)
- Act! for Web
- Act! for Windows
- Act! v22, v21, Act! v20, Act! v19, Act! v18
Have questions about Opt-in Manager?
Good email-list hygiene made easy
A well scrubbed distribution list requires two levels of authentication, email verification and consent, and Opt-in Manager provides you the tools for both.
The Opt-in Manager is a software application & online service that takes only a couple of minutes to setup before you can be broadcasting your pre-written opt-in request emails to all your contacts quickly and easily. No HTML, merge mail, or Outlook experience required!
* NEW: Now available for Act! Premium Cloud with WebAPI integration.
Once Opt-In Manager updates your database to reflect your contact’s opt-in permissions, you can create your new marketing groups within Act! that includes this consent, and be confident you’ve exercised due diligence in complying with GDPR and CASL.
Delivers your opt-in email request
Customize your opt-in email to suit you
Allows you to prepare, edit and send your opt-in request to your Act! lookup. As you send, it will also prompt you to select current contact, current lookup, or all contacts, with sends recorded to History.
Built-in online survey service to capture responses
Sync the data captured online with your Act! database
CASL lets you generate unique opt-in links for your customers
Before your first send, Opt-in Manager integrates with Briteverify.com to authenticate the email addresses in your list as valid (BriteVerify fees extra)
Customize your survey page with your company branding & messaging
Customize your online opt-in request page with your own branding and message
Automate the Updates
Configure Opt-in Manager to automatically check for customer consent updates on a scheduled basis.
Rinse & Repeat
Watch Opt-In Manager Product Demo
Frequently Asked Questions
The Opt-In Manager is a subscription because it requires our servers to capture and sync your data on an ongoing basis. Changes that occur to your database are permanent, and will remain if you let your subscription lapse, but no further updates will be available after that.
All our new subscription licensing is based on a per user/database system. In other words, if you have one user who needs to install it on several machines, only one license is needed. If, however, more than one user needs to use it, or if the application is needed to be run on multiple database (databases that sync with each other are considered one database), then extra licensing will be needed for those additional users and/or databases.
Yes, Opt-In Manager needs to be configured with your email settings in order to deliver the email. Services like SendGrid and others can offer an alternative. As Opt-In Manager was designed to deliver to your "Lookups" in Act!, we encourage you to send out your opt-in requests in smaller batches.
Opt-In Manager allows you to edit your email template, generate unique contact links for Opt-ins, includes additional delivery options, and has better support for browser based emails services.
To be 100% safe, we strongly recommend users send the recipients these opt-in requests before May 25th. That said, emails requesting such permission, provided it doesn't include any advertising, is generally deemed as an attempt at compliance. These emails must not be promoting other products or services while making such a request. As we're not lawyers, we encourage everyone to seek independent legal advice on the matter.
No, the Opt-In Manager has no reliance on Outlook to send emails.
Yes, whether you're sending on-off emails to a single client or a mass email to all of them, the History will be recorded in Act!.
Difficult to say without knowing the quantity of emails being sent, but Gmail for example has a 1000/day email limit, and this cannot be circumvented. That said, recently the Opt-In Manager added the ability to configure the emails to be sent in batches, as well as the interval between each email and each batch.
Absolutely. GDPR puts the burden of proof on the sender to establish they have consent. Recording verbal consent will obviously be weak in the face of a complaint from someone that provided such permission. Opt-In Manager records the date, time, and the unique transaction code of the consent. Unlike our previous Act4CASL tool, Opt-In Manager does NOT record the IP address of those providing it.
No, the opt-out option is a provision of the CANSPAM Act of 2003 in the United States. GDPR and CASL requires an opt-in permission from your recipients.
Perhaps not, as that is considered "implied" consent, which has fixed durations depending on how the implied consent was provided. GDPR is much more restrictive than CASL, and covers a wider range of privacy issues, so it's safe to say that if such "implied" consent is insufficient for CASL, it won't jive with GDPR.
Purchase Notes & System Requirements
- All Pricing listed in USD
- Price is based on per installation (only one needed per account)
- Compatible with Act! v16 or higher (sold separately)
- Internet Explorer 10+, or recent versions of Chrome or Firefox
Please note: The Opt-In Manager is a subscription because it requires our servers to capture and sync your data on an ongoing basis. Changes that occur to your database are permanent, and will remain if you let your subscription lapse, but no further updates will be available after that.
The Opt-In Manager by itself does not make you compliant with different Anti-Spam, but is merely one time-saving tool that is effective in harvesting opt-in consents from your contacts in Act! CRM and validating their email addresses.
Setup Assistance for Add-ons:
Setup assistance can be purchased with this product, and this option includes the initial installation, activation, and basic configurations of the program. Setup assistance does NOT include customization or personalization of the program, nor does it include training in its use.
Keystroke is NOT responsible for updating your computer to prepare it for the installation of this software, as proper computer & Windows maintenance is the sole responsibility of the customer.
Customer must be ready with all account, licensing, and other details required for activation and setup. Service may not exceed 1 hour and "setup assistance" does not imply ongoing warranty assistance with this product.