How to make your opt-ins (un)available on specific websites

Tabata Vossen -

You're adding an opt-in to your account, but you only want it to be available in campaigns on a specific website. Qualifio makes it easy to make your opt-ins available or unavailable on specific websites using our availability rules. You can set availability rules for an opt-in (e.g. if the website is X then make the opt-in available). In this article, you'll learn how to make your opt-ins available on some websites and unavailable on others.

When you create an opt-in in Qualifio you may want to make it (un)available on specific websites of your account. This is easy to do using Qualifio's availability rules. This feature is made to facilitate the use of opt-ins and should reduce the risk of error or oblivion when attaching opt-ins to campaigns.

How to do it

At opt-in level

Note: Opt-in settings are only available to Admin and Marketeer users.

To make an opt-in (un)available on specific websites using the availability rules, follow these steps:

  1. In the opt-in manager, navigate to the Opt-ins view from the main menu.
    Screenshot_2020-02-11_at_11.12.02.png
  2. From your opt-in's Availability per website tab, you can configure on which websites your opt-in should be (un)available.
    Screenshot_2020-03-30_at_12.43.31.png
  3. The following rules are available for opt-ins:
  • unavailable: Not available in campaigns set to be published on the website.
  • available: Available in campaigns set to be published on the website. 
  • COMING SOON! pre-selected: Available and attached to campaigns set to be published on the website (can be detached).
  • COMING SOON! required: Available and attached to campaigns set to be published on the website (cannot be detached). 
Opt-ins unavailable by default
When you create a new opt-in, the default rule is that it is unavailable on all websites. You have to set up its availability.

Screenshot_2020-03-30_at_15.30.29.png

In the example above, the opt-in is configured to be available only in campaigns that are set to be published on Website D.

For bulk editing

If you have multiple websites to update your opt-in availability on, you can make changes in bulk in the Availability per website tab. Apply the same availability rule to all of your websites, or use the checkboxes to update your opt-in on a selected number of websites. To choose availability settings for multiple websites, follow these steps.

  1. Navigate to your list of opt-ins and select one.
  2. Click Availability per website.
  3. Check the box next to each website you want to update your opt-in on. The boxes next to the websites for which you don't want to update the opt-in availability rule should remain unchecked.
    Screenshot_2020-03-30_at_15.54.35.png
  4. Make a bulk update of selected opt-ins using the Bulk actions drop-down.
  5. Click Save.

At website level

Note: Website settings are only available to Admin users.

If you want to manage opt-in availability on a specific website:

  1. Navigate to the Settings and choose the Websites section.
  2. Choose the website you want to work with and click the Opt-ins icon on the right.
  3. Click the drop-down next to the opt-in you want to work with and manage its availability as needed:
    Screenshot_2020-03-30_at_15.47.42.png
  4. Click Save.

For bulk editing

If you have multiple opt-ins to update, you can make changes in bulk on the Websites page. Apply the same availability rule to all of your opt-ins, or use the checkboxes to update a selected number of opt-ins. To choose availability settings for multiple opt-ins, follow these steps.

  1. Navigate to your list of websites.
  2. Click Opt-in availability.
  3. Check the box next to each opt-in you want to update. The boxes next to the opt-ins you don't want to update should remain unchecked.
    Screenshot_2020-03-30_at_15.42.48.png
  4. Make a bulk update of selected opt-ins using the Bulk actions drop-down.
  5. Click Save.

Troubleshooting

I set my opt-in to be available on a few specific websites but it isn't showing up.

Depending on your setup, this will happen if you use multiple campaign languages. The language of your campaign must match that of your opt-in. You will need to double-check the language of your opt-in and of your campaign to make sure they are the same.

I set my opt-in to be unavailable on a specific website but it is still showing up.

When you switch an opt-in's availability rule from unavailable to available, this will retroactively apply to all campaigns published on the selected website(s). The opt-in will be available to be attached to any of these campaigns.

When you switch an opt-in's availability rule from available to unavailable, this will also retroactively apply to all campaigns published on the selected website(s). The opt-in won't be available anymore within the campaigns' creation process. However, if it was previously attached to specific campaigns, it will still show for participants to these campaigns. In that case, to remove the opt-in, you will have to make it available on the website, remove it from the campaign(s), then make it unavailable again.

 

As always if you get stuck, feel free to reach out: https://qualifio.zendesk.com/hc/en-us