Explaining opt-in categories

Tabata Vossen -

Organise opt-ins into multiple categories, each with separate reporting. In this article, you’ll find everything you need to know about how to group opt-ins according to their purpose and understand opt-in activity on your statistics reports.

Overview

With the growing number of laws and user demand for greater transparency and control when it comes to data, implementing opt-in mechanisms is more important than ever.

Opt-ins can be collected for a variety of purposes, like subscribing to newsletters, agreeing to terms and conditions, granting permission to share personal details with partners, consenting to the use of cookies, etc.

All these different types of opt-ins are necessary for certain aspects of privacy law compliance. However, this causes trouble with the interpretation of opt-in statistics, as not all opt-in conversions are worth the same.

Never fear, the opt-in categories system is here to give you more control and lets you approach statistics reports with more precision.

Opt-in categories

Opt-ins can have one or more of the following four different categories:

📘 Our beginner’s guide sheds further light on how you can work with opt-ins in Qualifio.

For more information about each category, please continue reading.

Newsletter & marketing

This is the most common purpose for which businesses use opt-ins: to receive user consent for direct marketing purposes. This helps you to keep compliant when collecting email addresses for newsletter mailing lists, or phone numbers for promotional text messages, for instance.

Consider the example below:

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It’s always a good idea to get consent to legal policies (like accepting contest rules or agreeing to terms and conditions) through user opt-in. This method allows you to draw attention to your privacy policy.

Here's an example:

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Partners

Here, a user opts in to receive emails or advertisements from third parties.

Others

This category means that we don’t know the exact purpose of the opt-in – or that it doesn’t fit in any of the above-mentioned categories. Therefore, we recommend the “Others” category be used only in very few and specific instances. This will ensure that you are shown reports that are as precise as possible.

Subcategories

Since there are so many ways to use opt-ins in data collection campaigns, you can create custom subcategories to best suit your company’s needs.

Note: Admins and Marketers have the ability to create new opt-in subcategories.

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To set up an opt-in subcategory:

  • Name: Enter text for the subcategory’s name.
  • Value: You should give unique values to any new subcategories you create.
  • Category: Select a parent category from the drop-down. An opt-in’s category determines where it will appear in the statistics and Global Stats (coming soon).
  • Click Create.
Note: You can create up to 100 subcategories.

Now that you know the different opt-in categories and how to create subcategories, it’s time to figure out when and where to use them.

Finding or changing an opt-in’s category

When you create a new opt-in or edit an existing one, you’ll be able to select from your subcategories:

  1. Go to Opt-ins > Opt-ins
  2. Find the opt-in and click on the “Edit” icon
  3. Scroll down to the Categories field
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  4. Choose the appropriate opt-in subcategory or subcategories and then select Save.

Where can I find opt-in statistics?

Opt-in statistics are easy to access and provide super helpful information!

You can view them in the Dashboard of any campaign. The numbers that display are always the number of participations in which the participant has opted in on the campaign’s form. For more information on the statistics dashboard, go to the Campaign statistics dashboard: What does it tell you? article.

Information
For preexisting opt-ins (created before October 2021), “Others” is the default category.

How can I view my full opt-in audience?

To locate an opt-in’s audience, navigate to the Opt-ins and click Statistics next to the corresponding opt-in to view the participants along with their date added.

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Bonus: How you can automate your marketing based on opt-in categories and subcategories

Opt-in categories are provided in the “categories” object of your data push. Therefore, you can easily trigger marketing automations based on specific categories of opt-ins. For instance, build internal reporting or get really clever with business rules to reach out to contacts.

Can we help?

Thanks for using Qualifio. Hopefully you now understand how to view and manage opt-in categories. Let us know how you get on. If you need more help or support, then contact our support team.