Chime has put certain systems in place to protect email reputations and comply with email marketing and industry standards for unwanted communication being sent.
This article addresses how a lead's opt-in status is determined.
- Opt-In Triggers
- Filtering by Opt-In Status
- Opting-In Leads
By default, any lead that is entered into the CRM is considered to have opted-in. However, there are certain exceptions to that rule outlined below:
High Bounce Rate
When your team has a high bounce rate, this will trigger an opt-in probationary period which will require leads in future imports to receive an opt-in email and agree before they are sent automated communication. This is outlined in detail here: Spam, Bounced, Phishing, and Unsafe Emails > What systems does Chime have in place to prevent high amounts of bounced emails?
Leads that have entered the system but have only provided their email address during the registration step are considered "Email-Only Leads." These leads have not completely registered on the website and as such will be considered as opted-out by default.
More information about what an email-only lead is can be found here: Registration Pop-up Style & Settings > Email-Only Lead Registration.
Filtering by Opt-In Status
There is a dedicated filter that has been created for this purpose. See Lead Organization with Filters > All Filters > (2) Lead Details > Contact Info.
The following actions can be taken to opt-in leads:
Send Opt-In Email
Any lead that has not been opted in (the option will not be available for those that are considered opt-in) can be sent an "Opt-In Email."
- This email looks similar to the one below and cannot currently be edited.
- This email is essentially another version of the Welcome Email but specifically requests that the lead agree to opt-in to receive communication.
- The email does not expire meaning a lead can find it at any point in the future and choose to opt-in without issue.
If a lead clicks the I agree button and decides to opt-in, they will see the following confirmation message. They will then be redirected to your website after 10 seconds. If a lead opted-in, you can now send them any type of email via the Chime platform just like before the probationary period began.
However, if a lead does not opt-in, meaning they did not click the button in the email, you cannot send any auto emails to them including mass emails, Smart Plans emails, property alerts, etc. There is currently no limit to the number of times you can send an opt-in email to a lead.
Via Lead Profile
To send the Opt-In Email to an individual lead, find a lead that has not opted in and navigate to their lead profile, click the three dots, and then select Send Opt-In Email. The lead will then be sent the opt-in email.
Via People Page
Navigate to the People Page, select leads that have not yet opted-in (maybe use a filter), and then choose the option to Send Opt-In Email:
During Lead Import
*IMPORTANT: This is only available as an option if the Opt-In Probationary Period has been triggered due to a high bounce rate. For more information see above.
The ability to manually opt-in a lead without them clicking the I agree button in an opt-in email (as outlined above) is only available on a one-on-one basis--meaning you cannot manually opt-in multiple leads at the same time.
To manually opt-in one specific lead, do any of the following from their Lead Profile Page:
- Manually apply a Smart Plan
- Manually apply a Property Alert
When doing any of the actions above, a prompt will appear to confirm whether you would like to manually mark the lead as having opted-in in order to proceed. If you choose Yes, then the lead will be opted-in and auto email content can be sent to them now.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com> or by phone at 1 (855) 981-7557.