When you enable custom objects, or prebuilt apps, a few things change in your account.

Your messages and automation will move under your object’s main navigation button, and a new field will appear in your email settings — “Send email to.”

Email settings before custom objects are enabled:

Email settings after custom objects are enabled:

This new field makes it easy to select who will receive your message directly from your email settings.

Before you enable custom objects (or prebuilt apps), the only object in your account is Contacts, so all your emails are sent to your contacts’ email addresses.

But using custom objects opens up a lot of possibilities, such as sending a message to your deal’s primary contact or to all contacts who work for a certain company.

And it’ll be easy to automate your communication as you add more types of records to your account. You won’t need to create a group to send your email to the correct people — your “Send email to” does it for you!

In this article you’ll learn how to use the “Send email to” field to send your emails to the right email addresses.

Table of contents

Default options
Deals object
• Owner email
• Related company contacts
Contacts object
Custom objects

Default options

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There is always a default “Send email to” option selected in new emails. In most cases, this is the email address you want to send messages to. For example, if you create a contacts email, your “send to” field will have “Email” selected.

A new email created from the Deals object has the default option, “Primary Contact >> Email.” This will send an email to the contact who is the primary contact of your deal.

The reason you see “Primary Contact >> Email” instead of “Email” is because the deal records don’t contain an email address field. Instead they have a relational field that contains the name and email address of your deal’s primary contact.

So, an email sent to your deal’s primary contact will go to the address saved in your contact’s record.

You are able to send your email to a contact’s address because the prebuilt Deals object is related to the Contacts object.

1. Check out this article to understand relationships between objects.

Deals object

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In addition to the default sent to option, there are also other options to ensure your email goes to the right recipient.

Owner email

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This option lets you send an email to a member of your team. “Owner” refers to the person assigned to your record. For example, if your new leads are funneled through a lead router at the beginning of your process, you’ll automatically distribute your leads across members of your team.

This is a great option if you would like to manually send a notification to a member of your team. Note, if you want to send notifications to your team through automation, you’ll just use a notify with email or SMS element.

1. The notify element overrides the “send to” field and will send any email or SMS message to your selected team member.

Related company contacts

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In addition to sending an email to one specific person, this option allows you to send an email to all of the contacts that belong to a company you have a deal with.

This will send your email to everyone in your company’s “Related Contacts” section:

In order to select this group of contacts from your “Send email to” field, you need to drill into your company fields, like this:

Contacts object

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Unlike deal records, every contact record contains its own email address field. That means you have an “Email” option available from the “Send email to” field, and you don’t need to drill into any other object’s email field.

Custom objects

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It’s also easy to send emails to related records in your own custom objects. For example, say you have a “Pets” object to keep track of all of your contacts’ pets. The Pets object has a one-to-many relationship set up with the Contacts object, where Contacts is the parent.

That means that you’ll see a list of pets each contact owns in their record, and each pet record will include a dropdown field that includes the pet’s owner.

Here’s a list of pets owned by Felicia Birdy:

And from a pet’s record, you can see that Wil Tweeton is owned by Felicia Birdy:

That makes it easy to create messages from your Pets object and send it to your pet owners’ email addresses.

The more relationships you have set up, the more options you’ll have in your “Send email to” field.

The post The send email to field appeared first on Ontraport Support Center.

Ontraport has standards to ensure your emails make it to the inbox. In this article, you will find information about how to follow Ontraport’s email standards, how to get and keep permission to email, and how to stay compliant with the laws that regulate mass emails.

Note, this article covers information about your account’s email delivery. If you’re interested in learning how your content affects your email deliverability, check out this article.

Table of contents

Getting permission to email
• Email you have permission to send
• Bulk Email Status (BES)
• Subscription Management Page
• Transactional emails
• Keeping permissions
Ontraport Email Standards
• Import review
• Transactional email misuse
• Spam score limit
• Complaint rate limit
• Bounce rate limit
• Free email “from” addresses
• Domain reputation
Bulk email laws
• CAN-SPAM and CASL compliance
• What Ontraport does for you
• Edit your unsubscribe email footer
• Update the address on your unsubscribe footer
• Update the wording of your unsubscribe footer
• GDPR

Getting permission to email

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Getting permission to email confirms you are compliant with bulk email laws and is crucial to sending any marketing emails.

In addition to following the law, getting permission also ensures your recipients want to receive the emails you send them. Sending relevant messages makes it less likely that contacts will mark your emails as spam.

Usually, you get permission to email your contacts when they fill out your forms.

Email you have permission to send

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You only have permission to send content your contacts specifically request to receive. If you send emails that do not relate to your contacts’ requests, they are likely to unsubscribe or complain about your messages.

When a contact unsubscribes from your emails, their Bulk Email Status (BES) is updated to “Transactional Only.” This means you can only send them transactional emails.

Bulk Email Status (BES)

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Contacts’ bulk BES specifies if you have permission to send them marketing or transactional emails.

You can view your contacts’ BES in the “Lead Information” section of their contact records.

When a contact has an “opted-in” BES, you can send them marketing messages. But you should only send emails about the topics your contacts requested to receive.

For example, if your contacts opted in to receive vegan recipes, don’t send them keto and meat lovers recipes. If you do, you’ve expanded the types of messages you’re sending contacts without asking permission. When you send contacts emails they didn’t request, you risk receiving complaints and your messages may be marked as spam.

Here are the bulk email statuses you’ll see in your account.

Can be sent all types of email:

1. Single Opt-in
2. Double Opt-in

Cannot be sent any bulk email:

1. Pending Review: This status is used when contacts were recently imported and have not been approved yet.
2. Hard Bounce: These are addresses that can’t be delivered to due to inbox issues. For more information, you can read about bounces below.
3. Unconfirmed: This status is used when a double opt-in is required, and contacts have not confirmed their email.

Note, these contacts can still receive one-off emails if they’re sent to one contact at a time.

Can only be sent non-marketing emails:

1. Transactional Only: You can still send transactional-only contacts delivery emails, invoices and other transactional emails. Just be sure you understand what you’re allowed to include in transactional emails and the penalties for misusing them. You can also send one-off emails to these contacts.

Subscription Management Page

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You can give your contacts more unsubscribe options by adding options to your Subscription Management Page. Your contacts will see this page when they click on the unsubscribe link at the bottom of your bulk emails.

This allows your contacts to unsubscribe from specific topics they are no longer interested in instead of unsubscribing from all of your marketing emails.

Since your automation maps send your marketing messages, you can add any of your automations to your Subscription Management Page. And you’ll access your subscription settings from your automation map’s publish dialog.

Here’s how:

• Go to the automation map you’d like to add to your Subscription Management Page.
• Click Edit to make changes to your map, then click Publish → Subscription Settings.



• Check the “Show this automation on the Subscription Management page” option.
• Add your public name and description.



• Click .

Transactional emails

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Transactional emails allow you to send products that your contacts have purchased, even if they opted to withdraw their permission for you to send marketing emails — their bulk email status is “Transactional Only.”

• You can mark emails as transactional by checking the “Transactional Mail” checkbox in your message’s settings.



• Then confirm that your message is not a marketing email.
1. You must follow strict guidelines when you mark an email as transactional. Ontraport reserves the right to review any transactional email before sending it. In most cases, your messages are automatically approved and ready to send immediately.

Below, please review the types of transactional emails and the penalties for misusing the transactional email feature.

Types of transactional emails

Invoices:

Ontraport’s invoices serve as receipts for your customers. They list all of the products purchased in a transaction and display the total amount paid.

1. Ontraport already sends invoices to contacts regardless of their bulk email status. However, if you have other non-marketing follow-up for orders placed through outside systems, those messages can be marked transactional.

Paid products or subscription content:

This is content that your contacts have paid for and are expecting to receive, regardless of whether they have opted in or out of your marketing emails (e.g., account creation notifications, shipping confirmations and password resets).

Business notices:

These are absolutely necessary or required notices for your contacts who have purchased from you (e.g., change of business name or address, policy changes, closure notices, etc.).

Emails you cannot mark transactional

Transactional emails must not contain any marketing information or call-to-action elements. You must remove any links to opt in or order forms, and remove any marketing or sales language in the email.

Lead follow-up:

Messages that contain lead magnets, bonus or lead nurture content

Marketing newsletters:

Content intended to lead contacts to download content or encourage them to purchase a product

Marketing offers of any kind:

Product offers, upsells, cross-sells, downsells, content promotion, sales communication and offers of any kind

Re-engagement emails:

Messages that are attempting to get your contacts to interact with your message

Call-to-action emails:

Messages that ask your reader to take action of some kind (e.g.”We haven’t heard from you in a long time. Please CLICK HERE to re-enroll in our weekly newsletter!”)

Postscript marketing:

Any postscripts or taglines in your message that are marketing-related (e.g., “P.S. Get 25% off your next order when you mention this email!”)

1. To avoid problems with sending transactional email, ensure that your signature block does not include a call to action. Having a link to your website is OK; having one that says, “Visit our website for more offers!” is not.

Upcoming offers:

Messages that include marketing language with a call to action (e.g., “Just wanted to let you know that our regular subscribers will receive special offers this coming month. Sign up if you want to be included!”)

To learn more about emailing best practices, check out our Ontraport University lesson on “How not to be a spammer.”

Keeping permissions

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If your contacts stop engaging with your emails, this can signal that they are no longer interested in them. We recommend two practices to keep your list clean and stop your emails from becoming your contacts’ spam.

1. Add a permission reminder to the top of all your emails. A permission reminder tells your contacts why they’re receiving your email and how to unsubscribe.

1. A good permission reminder is friendly, specific and provable.
1. For example, “You’re receiving this email at [their email address] because you requested to receive our weekly newsletter. If you don’t want to hear from us anymore, you can unsubscribe here.”

You can use the “[unsub_link_raw]” merge field to create your own unsubscribe link. Choose the “other” protocol when you add this merge field.

Permission reminders serve two purposes:

1. They remind your contacts where you got their email address, which makes them less likely to report you as spam.
2. They provide proof that you had permission to send the message if you receive a spam complaint on your message.

2. If your contacts haven’t opened or clicked an email from you in four or six months, they’re likely not interested in receiving more messages from you. You can use list cleaning and re-engagement automation to clear out inactive contacts from your account.

1. Ontraport provides a free prebuilt automation map called “List Cleaning and Re-engagement” that you can download by clicking here.

Ontraport Email Standards

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You must follow a set of standards when you send bulk emails through your Ontraport account. These standards allow Ontraport to maintain our solid email-sending reputation. Following email standards helps your emails get delivered to inboxes instead of going to spam or getting blocked.

Import review

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To ensure your imported lists adhere to our anti-spam policies, all imports undergo an approval process. And Ontraport pulls some lists for manual review.

This list review process protects the health of the IP addresses Ontraport uses to send messages. We verify that users do not send messages to lists that are likely to complain or bounce. If we select your list for review, you can expect:

1. An email to your account administrator asking additional questions.
2. A confirmation email from our email delivery team within 24 hours of receiving your request. This email will tell you if your list was approved.

Once your list is approved, your contacts’ bulk email statuses are updated to “single opt-in.” Please email support@ontraport.com if your list has been in review for 24 hours or more.

Transactional email misuse

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If you send marketing information in a transactional email, Ontraport reserves the right to:

1. Issue a warning
2. Suspend your ability to use transactional email in your account
3. Deactivate your ability to send any email from your account
4. Suspend your Ontraport account entirely

Ontraport can take any or all of these actions on an email that’s determined to violate our policy against promotional or marketing language in a transactional email.

If you have questions about whether your message qualifies as transactional, you can submit a support ticket with your proposed copy for our email delivery team to review.

When you send transactional emails, you assume all liability for any violations of spam or privacy laws such as the ACMA Spam Act, CASL, CAN-SPAM or GDPR. Violations of these laws can lead to criminal charges, civil violations and fines in the millions of dollars or Euros.

Spam score limit

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You cannot save or send an email that has a spam score of 5.0 or higher. This spam score limit helps improve your email deliverability. It also protects the sending reputation of all accounts.

1. A score of 2.9 or lower is rated as “good,” a score of 3.0-4.9 as “medium,” and anything 5.0 and higher rated as “bad.”

You can add the “Spam Score” column to your messages collection to keep an eye on all of your messages’ scores.

Complaint rate limit

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Your contacts can complain in one of two ways:

1. Clicking the “This is Spam” button
2. Clicking the “Unsubscribe” link and then clicking “Report Abuse” at the bottom of the unsubscribe page

Complaints about your messages affect your email delivery across all of your contacts. Mailbox providers such as Gmail and Yahoo log spam complaints, and if too many complaints come from your IP address, they will start sending your emails straight to the spam folder.

Ontraport requires all users to maintain a complaint rate of 0.1% or below per week to protect the sending reputation of all accounts. Our team will reach out to you if you exceed that rate and work with you to correct it. We reserve the right to terminate accounts with high complaint rates.

You can add the “Complaints” column to your messages collection to keep an eye on the messages that are receiving complaints.

Bounce rate limit

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Every bounced email negatively impacts your email delivery. Bounce rate is the percentage of emails returned because they could not be delivered. Ontraport has a weekly bounce rate limit of 7%, and we do not send emails to contacts whose BES is hard-bounced. Ontraport keeps bounce-handling protocols and definitions up-to-date, which means you don’t have to manage bounces manually.

Bounces come in two forms — hard and soft.

1. Hard bounces: A hard bounce is when you send an email message to an address that no longer exists or the email address has had four consecutive soft-bounces.
2. Soft bounces: A soft bounce is when an email address is valid, but the message didn’t reach the inbox for one of the following reasons:
1. The recipient’s mailbox was full.
2. The recipient has a “spam protector” autoresponder set up that requires senders to respond to a verification email.
3. The email service provider (ESP) is temporarily down.

Note, a mailing list that draws a lot of bounces is usually old and full of invalid addresses. If your previous service did not manage your bounced contacts, you should run your contact list through a list cleaning service such as Neverbounce or Briteverify before importing into Ontraport.

Free email “from” addresses

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Using a free email address (e.g., an address ending in @gmail.com) as your “from” address can create email delivery problems. Free email addresses don’t give you any control over the domain you’re sending from, and free email services often have anti-spam policies that can block your marketing emails.

For this reason, if you add a free email address as your email “from” address, we’ll convert it to an Ontraport domain. For example, if you add the address your.name@gmail.com, your “from” email address will be converted to your.name.gmail.com@opmail.com.

If you add any variation of the email domains below (for example, @yahoo.com.br) as your email “from” address, you’ll have the choice to use Ontraport’s address or add an email with a custom domain instead:

@gmail.com
@googlemail.com
@outlook
@yahoo
@mac.com
@me.com
@icloud.com
@hotmail
@msn.com
@live
@aol
@protonmail
@earthlink.net
@shaw.ca

Domain Reputation

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To protect the safety, security and delivery rates of all Ontraport customers who use our hosting and public IP address pool, Ontraport monitors a number of email delivery items including but not limited to:

1. Domain reputations
2. Blocklist monitoring
3. List engagement via our anti-spam alerting system

If this system flags your account, we’ll email your account owner further instructions. We reserve the right to terminate accounts that flag our anti-spam systems.

Bulk email laws

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When you send bulk emails — emails sent through automation, group actions, or manual sends to two or more contacts — you will need to adhere to CAN-SPAM, CASL and GDPR compliance laws. Ontraport provides tools to stay compliant; however, we still recommend familiarizing yourself with the laws and regulations regarding mass emails.

CAN-SPAM and CASL compliance

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The CAN-SPAM Act of 2003 and CASL (Canadian Anti-Spam Law) are laws regulating bulk marketing emails. Below is a combined compliance checklist for both CASL and CANSPAM:

For bulk marketing messages, you must have:

1. Explicit permission to mail — no co-registrations or pre-checked opt-in boxes
2. A clear “from” name and address
3. A notice clearly stating if your message is an advertisement
4. A subject line that accurately represents the content of your email
5. An easy opt-out that is honored within seven days
6. A physical address of the sender
7. Proof of consent to mail in the event of an alleged violation

If you have hired someone to do email marketing for you, you are still legally responsible for their compliance with spam laws.

For a more in-depth view on the CAN-SPAM Act of 2003, check out the Compliance Guide for Business on the FTC’s website. For more information on CASL see Understanding Canada’s anti-spam legislation.

What Ontraport does for you

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• Automatically adds an unsubscribe footer that includes your physical business address to the bottom of all bulk emails.
• Automatically updates contacts’ bulk email status to transactional-only when they unsubscribe from the “Manage Your Subscription” link.

Edit your unsubscribe email footer

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All bulk marketing emails automatically have an unsubscribe email footer added to the bottom of the messages to ensure they are CAN-SPAM compliant. Here’s how to customize the wording and design of your unsubscribe footer and update the physical address from a central location in your account.

Update the address on your unsubscribe footer

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Your business address always displays in your unsubscribe footer. Follow these steps to update your business address.

• Go to → Administration → Business Info.
• Click Business Information and fill in all required fields.



• Click .

Update the wording of your unsubscribe footer

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As long as you follow the unsubscribe footer guidelines, you can personalize the wording of your unsubscribe footer. Here’s how:

• Go to → Administration → Business Information.
• Click Unsubscribe footer, review the guidelines pop up and click .



• Edit your footer text.
1. If you want to use the same business name and address on your unsubscribe footers, add the merge fields “Business name” and “Business address.”
2. Use contact owner merge fields to add names and addresses depending on your record’s owner. This is helpful if you run multiple businesses from one Ontraport account.



• Click .

GDPR

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GDPR (General Data Protection Regulation) is a set of rules imposed by the European Union on all organizations worldwide that collect or process data about EU citizens.

1. Please see this article for more information.

The post Email standards appeared first on Ontraport Support Center.

Your email delivery rate — the percentage of email messages that reach your contacts’ inboxes — is important to monitor due to its direct impact on your marketing ROI. When contacts don’t receive your emails, they can’t open them, click on your links or purchase your products or services.

Check out this Ontraport University lesson on email deliverability tips:

How to write copy for good delivery

The content in your emails impacts whether or not your message will be delivered. When you create new emails, follow these copywriting best practices.

Copy plain text HTML

Always include a plain text version of your email. Spam blockers often prevent the delivery of emails where the plain text and designed versions of the message do not match each other. Providing both copies, and making sure that they match, will improve your email deliverability.

As a best practice, you should click the “Copy from HTML” button after designing a new message or simply adding some copy.

No raw URLs

Make sure that every link in your message is either hyperlinked or connected to a button. Placing entire URLs into the body of your message can set off spam triggers. The reason for this is scammers will sometimes add deceptive URLs in their messages that actually link to a different page than where the link appears to go. For example, the email message might show www.google.com, but actually be hyperlinked to www.spamwebsite.com.

Only repeat links up to two times in the same message

If an email contains the same link three or more times, ISPs are likely to filter your message into spam.

Keep formatting consistent

It is best to avoid switching between bold, underlined and normal text frequently because ISPs view inconsistent text style as a sign that the message may be spam.

Don’t use swipe copy 

When spammers use swipe copy — sample copy for advertising and sales letters that spammers often copy and paste word-for-word — they ruin the reputation of that copy. Including this copy in your emails will likely decrease your delivery rate.

Don’t use URL shorteners

Although useful for social media, URL shorteners do more damage than good in email messages. Spammers will use shared domain link shorteners to send people to malware and viruses, which ultimately lands them in the spam folder. If you use the same link shortener as a spammer, your reputation will be lumped in with theirs. As it is a best practice not to include raw urls in messages, there is no advantage to using shortened URLs in your message.

Image-to-text ratio

Make sure that you have a good ratio between images and message (20% images and 80% text). Spammers often hide links in images within their messages hoping to get unintentional clicks. As a result, spam filters block image-only emails.

Character count

Your emails should contain at least 500 characters of text. A spam email often only has one to three sentences with a single link, so any email with fewer than 500 characters will likely be caught in the spam filter. On the other hand, an overly long email may not keep your contacts’ attention, so we suggest that you limit your emails to no more than five or six paragraphs.

Test your email before sending

Once you have drafted your message and implemented best practices, it’s a good idea to test the message before sending it. You can use the “Send Test Email” button on your message editor, or create a contact to manually send yourself the email

“From” name and address

Your “From” name and address are the first things your contacts see in their inbox before opening your email. If your contacts don’t know who they’re getting mail from, they are more likely to delete your message.

When selecting your “from” name and address, it is important to:

1. Keep your “from” information consistent across all communications
2. Clarify who you are by including the name of your company or organization in your “from” name
3. If possible, use an email address that’s from your own domain
4. Don’t include any special characters

“Reply to” address

Your reply address should be an active mailbox where you can receive replies. It is best if your “reply to” address is clearly related to your business to make sure your subscribers don’t mark your messages as spam because they don’t recognize your address.

Receiving and responding to messages sent to your “reply to” address is an opportunity to build connections with your list. The more messages you have between you and your subscribers, the more likely their inbox is to automatically add you to an allowlist, so it’s a win-win for both you and your contacts.

Subject lines and header titles

When writing your email subject lines and preheaders, try to avoid spam-trigger words whenever possible. Some are obvious, like “Make Millions Now,” or “$$$,” but even some of the more seemingly harmless words like “Call now” and “Amazing” can catch the spam filter.

If you need to use some of those words, you aren’t completely out of luck — just remember that context is what matters. As spam filters have become more sophisticated, they can now analyze the context in which you use words.

Engaging call to action

One of the best ways to get your message into inboxes is to start a conversation with your readers through an engaging CTA. You can encourage readers to comment on your blog or Facebook page or to simply reply to your message. A compelling CTA is a great way to boost click-through rates, make your email more engaging and improve delivery rates.

Include allowlisting instructions

One of the best things you can do to boost engagement is to encourage your contacts to add your address to an allowlist. It is best to include step-by-step instructions on how to add your address in your welcome email to contacts who just subscribed.

1. The setup is different for every inbox, so it’s best to give your subscribers instructions for several popular email services. These directions show your subscribers how to mark your email as a safe sender — here’s how Ontraport does it.

The post Email deliverability content tips appeared first on Ontraport Support Center.

Ontraport offers a number of ways to use email to communicate with leads and customers. One method is a manual “one-off” broadcast which you’ll use if you’d like to send a message just one time, either to an individual or group of contacts. These emails can be scheduled for immediate sending or at any time in the future.

Check out the video about sending a one-off email to learn more.

Table of contents

Send a one-off email
• Option 1
• Option 2
Send a saved email
Create and send a new email
View and manage manual email sends
Stopping a manual email
View manual email stats

Send a one-off email

• Go to  and  the contact(s) you want to send an email to.
  1. To select all of the contacts on your page or group, hover over  and click All on Page or All in Group.
• Click  from the action menu.
• Select which type of email you want to send:

Option 1

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This option is best if you want to quickly write a one-off or individual email that you don’t need to save or track in your email stats.

• Select your “From” name and address, add a subject line, and type your message.
  1. To add in reusable blocks of text (such as a signature block or company name and address), click  → + New Canned Message and fill in your desired text.
  2. Click  again, then select your canned message from the dropdown.
  3. To add an image, click  →  →  → .
• Click  to send your message immediately or  to pick a future date and time.

Option 2

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This option is best if you want to send one of your saved emails or create a new one. Both types will be saved in your account and track your email stats.

Send a saved email

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• Pick the email you want from the “Template” dropdown.
• Click  to send your message immediately or  to pick a future date and time.

Create and send a new email

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• Click  and pick the email editor you’d like to use.
  1. Simple Mail
  2. OntraMail
  3. Raw HTML Email
• Name and edit your email.
• Click .
  1. Select when you’d like to send your message and if you want to save it.
     
• Click .

Note, if you do not  “Would you like to save this message,” your email will not be saved in your message collection and you will not be able to track its stats.

View and manage manual email sends

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When you manually send an email to two or more contacts — either immediately or schedule it to send at a later time — you can view and manage it from your Broadcast History. You can also view emails sent to single contacts if they were scheduled to send at a later time. In this area you can check the status of any manually sent email, check the scheduled delivery time and date, and view email performance stats. Importantly, this is also where you cancel email sends altogether.

Stopping a manual email

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• Go to  → Broadcast History.
  1. If you have Deals, Companies or Custom Objects enabled, go to  → Broadcast History.
• Select the broadcast you wish to cancel.
• Click .
• Click .

View manual email stats

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You can check the status of your manually sent emails by hovering over the “sent” column and see the number of messages:

1. Scheduled
2. Sent
3. Stalled
4. Failed

The “failed” status will also show you why the emails were unable to be delivered.

The post Send a one-off email appeared first on Ontraport Support Center.

Automated emails are crucial for any business. When you automate repeatable processes, you can focus on the tasks that need more personalization.

You can create email funnels that nurture your leads. Or you can deliver your digital products automatically. And you can automatically respond when visitors submit your forms so you know you’ll never drop the ball. Plus, automation maps allow you to segment your contacts and create personalized replies.

In this article, you’ll learn how to use the “Send an email” action on your automation maps.

Check out this Ontraport University lesson to learn more about automations

Table of contents

The send an email action
Use wait elements to schedule your emails
• Some time passes
• A specific date arrives
• Date relative to a contact’s date field arrives
• Day of the week is
Use date triggers to schedule your emails
• Today matches contact’s date field
• Today is relative to a contact’s date field
• Today is a specific date
Use goals to resend unopened emails
​​Split testing emails

The send an email action

The send an email action allows you to add emails to your automation maps.

To set it up, just select the email you want to send from the action’s settings.

Use wait elements to schedule your emails

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Wait elements allow you to designate when to send your emails. There are several helpful wait settings you can customize to accomplish any use case.

Check out this Ontraport University lesson to learn more about wait elements.

Here’s how to use each wait element setting to schedule your emails:

Wait here until some time passes

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When you select “some time passes,” you can choose the number of days you’d like to wait between emails.

You can also choose the number of hours and minutes and optionally select a time of day to send.

A specific date arrives

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If you want to send your email on a specific date, use the specific date wait.

You can specify the date you want to send your email in the settings.

Note, if you don’t check the “Ignore the year” setting, the wait will hold contacts who reach it after your selected date indefinitely.

Use the “Today is a specific date” trigger instead if you’ll add contacts to your map over time.

Wait here until a date relative to a contact’s date field arrives

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This wait setting lets you wait until specific days, such as your contact’s birthday or anniversary, to send a celebration email.

From the settings, you can select how many days before or after a saved date.

This setting also allows you to choose to ignore the saved year. This option is great for repeating events such as birthdays or anniversaries.

Wait until the day of week is

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This wait setting allows you to choose a day of the week to send your email. For example, some businesses send a newsletter every Monday morning.

From the settings, you can choose the days of the week you want to send your emails on.

Use date triggers to schedule your emails

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Triggers are great when your contacts join your automation at different times. Unlike waits, triggers move your contacts when something happens, and you can use date triggers to send everyone on your map the same email on the same date.

It’s best to use date trigger and wait elements together so you can choose the time of day to send your email.

Check out this Ontraport University lesson to learn more about triggers.

There are three date triggers you can use to schedule your emails:

• Today matches contact’s date field
• Today is relative to contact’s date field
• Today is a specific date

Here’s how to use each date trigger to schedule your emails:

Today matches contact’s date field

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This trigger adds or moves your contact when it’s a date that matches a date saved in the contact’s record.

From the trigger’s settings, you choose the saved date you want to send your email.

Today is relative to a contact’s date field

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This trigger allows you to send emails on dates relative to a saved date in your contact’s record. For example, you can send a notification to your customer the week before their credit card expires.

From the settings, choose the number of days before or after a specific date saved in your contact’s record.

Today is a specific date

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This trigger allows you to send an email on a specific date. It is similar to the “A specific date arrives” wait setting. If you want to send emails on specific dates and contacts will be added to the map over time, use this trigger instead of the wait.

You can choose the date you want to send your email from the settings.

This trigger is unique because it will only move contacts already on your map.

It is excellent for newsletter automation because your contacts can enter your map through another trigger — commonly a contact filling out a form.

When you select this type of trigger for the first time, you’ll see this notification pop up:

Use goals to resend unopened emails

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If you want to resend an email if your contact hasn’t opened it, you can use an “opens email” goal.

You can choose which email you want your contacts to open from your goal settings.

You can determine how long you’d like to wait for your contacts to open the email before resending it from your wait settings.

Split testing emails

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It’s common to split test your emails. You can test different versions of the same email or send emails at different rates.

The split element helps you determine if one side of the split is getting more clicks, opens and conversions. For example, your contacts might like receiving a bonus email every three days. Or they can prefer to hear from you once a week.

You can choose the percentage of contacts you’d like to send down each path from the split element’s settings.

For a detailed tutorial on split testing, watch our Ontraport University lesson.

The post Send automated emails appeared first on Ontraport Support Center.

Ontraport provides four email editors to fit your needs. They help you create different email designs. Here’s when you would use each:

• OntraMail: create polished newsletters and on-brand marketing messages
  
• Simple Mail: create text-based messages that appear more personal than marketing messages
  
• Quick Email: send one-off messages in no time
• Raw HTML Email editor: use third party HTML templates or use your own code

In this article you’ll learn how to create an email with any of Ontraport’s email editors.

Table of contents

Create an OntraMail email
• Review your email content and design
• Edit mobile fonts and backgrounds
Create a Simple Mail email
• Create and use canned messages
Create a Quick Email
Create a Raw HTML email
Use Ontraport’s AI Copywriter

Create an OntraMail email

• Go to → Messages.
  
1. If you have Ontraport Apps or custom objects enabled, go to → Messages.
   
• Then click → OntraMail.
• Click Start from Scratch or select a pre-designed email template.



• Name your email in the top left corner.
• Follow the steps in this article to edit your email’s content and style (including blocks, merge fields, images, fonts, mobile styles and more).
• Click Settings to access your email settings, such as your email “from” address, subject line and tracking links.



1. Click the button from the “Plain Text Email” section to generate a plain text version of the email to accompany the HTML version. This helps ensure your emails are delivered to your recipients’ inboxes. Read more about email delivery best practices in this article.
• When you’re done , click .

Review your email content and design

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You’ve got two options to quickly review your messages from the OntraMail editor:

1. Preview

1. Click Preview on the top right to see how your messages will look in your contact’s inbox. You can view the desktop or mobile view.

2. Send a test email

1. Click Send test email on the top right to send a test version of your message to your inbox. Note that merge fields do not work on your test emails.
2. Enter your email address, then click Send.

Edit mobile styles

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Check out this article to learn how to edit your mobile styles.

Create a Simple Mail email

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• Go to → Messages.
  
1. If you have Ontraport Apps or custom objects enabled, go to → Messages.
   
• Then click → Simple Mail.
• Name your email in the top left corner.
• Add your content to the copy of your message and use the toolbar to customize your style, add images and formatting.



• Click .

Create and use canned messages

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Canned messages are pre-formatted messages that you can quickly and easily insert into your Simple Mail messages. Here’s how to create and insert them into your messages.

Create a canned message

• Click → New canned message.
• Add your message name and email message.



• Click .

Insert canned messages

Once you’ve saved a canned message, you can insert it into your message.

1. Click and select your message from the dropdown.

Edit saved canned messages

You can edit any of your saved canned messages if you need to change their content.

• Click and hover over the message you want to edit.
• Click the pencil icon on the right of your message’s name.



• Edit your message and click .

Create a Quick Email

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Quick Emails use the same editor as the Simple Mail editor. The difference is that you’ll create Quick Emails when you send one-off emails. Check out this article to learn more.

Create a Raw HTML Email

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Use our Raw HTML Email editor to code your messages and create visually stunning and original designs. For more information on creating Raw HTML emails, click here.

Use Ontraport’s AI Copywriter

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Quickly compose compelling emails and subject lines using our AI Copywriter. The AI Copywriter uses natural language processing and machine learning to craft specific content on the subject matter you request. And you can select the format, such as “bullet points,” “paragraph summary” or “five sentences.”

Here are the steps:

• Open the Simple Mail editor.
• Click AI Copywriter in the top right corner of the editor.
1. The AI Copywriter window prompt will pop up.



• Tell it what you’d like in your copy, and it will generate page content based on your input. The AI Copywriter will then generate copy based on your request.
• The AI Copywriter will be most likely to produce desired results if you provide it with details about subject, length, format, tone and style.
1. For example, “Write me a short, upbeat paragraph about the benefits for couples attending my seminar on interpersonal communication happening next Wednesday. Include these benefits: better conflict management skills, lower cortisol levels and deeper connection with your partner.”



• If you are satisfied with the result, click Copy text and paste it wherever you like.

If you don’t like the result or want to generate more copy, click Try Again. Your original input will remain but all AI-generated copy will be cleared.

The post Create an email appeared first on Ontraport Support Center.

Although Ontraport Email offers a wide variety of styling options to create your emails quickly and easily, the HTML email editor is available for those who want to use custom code or email templates from external sources. HTML is also a good option for emails that contain long text content with few images.

• To open the HTML email editor, go to → Messages →  → Raw HTML Editor.
  1. If you have Deals, Companies or custom objects enabled, go to → Messages → → Raw HTML Email.
  2. You can also get to the HTML email editor through workflow when adding an email action in the Automation Builder.
• Fill in the fields at the top. See our email settings article for details.
  1. Use the Edit HTML Header (Advanced) dropdown section if you need to add information to the “head” of the email. This is usually only used when you have an external HTML email template.
• Now you can use the editor buttons presented in three rows above the copy field. Hovering over an editor button will reveal its functions. Most of these are self-explanatory, but the following deserve a special mention:
1. Source: This button toggles between raw HTML code and the visual representation your contact will see in their inbox. To write or paste HTML source code, click . Once your code is finished, click  again to see what the email will look like.
2. Preview: Use this button to open a new browser window with the email rendered in it. Note that the merge fields will not show any data for the preview.
3. Remove Format: – This button removes selected HTML code from the selected text. For example, it will remove the italics added to header text, but leave the text formatted as header text.
4. Anchor: – This button allows you to use highlighted text as a destination of a link in the email. Highlight the text you want to act as your anchor, then click  and choose a name. Once your Anchor is made, you can use the name in a hyperlink elsewhere in the email.

Using images in your HTML email

To include images in your HTML email, use image links rather than embedding your images. Embedded images take up a large amount of space, and you cannot save or send emails larger than 2 MB. And Ontraport prevents large emails from sending due to poor delivery and display issues.

To reduce the size of your message, insert image links where the image is Base64 encoded and included directly in the source.

Using an HTML Email Template

HTML email templates are usually provided in one file containing the raw HTML code.

• At the top of the file you may find “header” or <head> information. Copy and paste that information into the Edit HTML Header (Advanced) section.
• Click  in the main editor section and paste the rest of the HTML into the editor window. The HTML email editor will strip out the unnecessary or redundant parts of the code.
• Finish editing the email in either HTML Source or click  again to edit the email in visual mode.

Creating a Plain Text Email Version

1. Create a plain text version of your email by clicking  in the lower section titled Plain Text Email.

Use Ontraport’s AI Copywriter

Easily compose compelling emails and subject lines using our AI Copywriter. The AI Copywriter uses natural language processing and machine learning to craft specific content on the subject matter you request. And you can select the format you’d like the copy written, such as “bullet points,” “paragraph summary” or “five sentences.”

Here are the steps:

• Open the Raw HTML editor.
• Click AI Copywriter in the top center of the editor.
1. The AI Copywriter window prompt will pop up.



• Tell it what you’d like in your copy and click Write. The AI Copywriter will then generate copy based on your request.
1. The AI Copywriter will be most likely to produce desired results if you provide it with details about subject, length, format, tone and style.
2. For example, “Write me a short, upbeat paragraph about the benefits for couples attending my seminar on interpersonal communication happening next Wednesday. Include these benefits: better conflict management skills, lower cortisol levels and deeper connection with your partner.”



• If you are satisfied with the result, click Copy text and paste it wherever you like.
• If you don’t like the result or want to generate more copy, click Try Again. Your original input will remain but all AI-generated copy will be cleared.

The post Create an HTML email appeared first on Ontraport Support Center.

Ontraport email allows you to create emails either from scratch or by choosing from our library of professionally designed templates. This article will show you how to edit and customize your OntraMail emails.

OntraMail emails are ideal for creating marketing and promotional emails. You can customize your email’s design with a variety of colors, fonts and styling options. And they are mobile responsive, so they’ll appear correctly on any device.

You have four email editors in your account:

• OntraMail
• Quick Email
• Simple Mail
• Raw HTML Email

This article is focused on editing OntraMail emails. Learn all about the other types of emails in this article.

Table of contents

Add blocks
Move blocks
Edit block spacing
Edit your email’s font styles
• Customize your font style
• Customize your text elements
Edit your email’s colors
• Select your colors
• Customize your block colors
Edit your email’s background
Add merge fields
Insert and edit images
• Insert images
• Edit images
Add video
• Host your video
• Add your video link
Edit mobile styles
• Edit mobile font style
• Edit mobile block spacing
Configure email settings

Add blocks

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Blocks are the boxes that make up the layout of your emails. These blocks include elements such as text, images, banners, dividers, merge fields and more. Once you’ve added a block to the layout, edit it by clicking on the element and then using the settings palette on the left sidebar to customize your design. The OntraMail editor is visual, so you can see your changes as you make them.

There are 17 different types of blocks to choose from. You can also copy blocks from existing messages. Here’s how:

• Click from the palette on the left.
1. Or hover over your canvas, and click where you want to add your block.
• Click on the category that fits the type of block you want to add, such as “Image.” Then select the specific block you want.
1. If you add a block from your palette, it will be added to the bottom of your email. Check out the instructions below to reorder the blocks in your email.



1. If you’d like to add a block from another email saved in your account, click Copy from existing message and select the email you want to copy a block from.



2. Then click on the block you want to copy.

Move blocks

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• Mouseover the block you want to move on your palette.
• Click and drag the block to the position you want.

Edit block spacing

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You can tweak your email design by adding spacing on the top and the bottom of your blocks. Here’s how:

• Hover over your block and click .
• Click and adjust the top and bottom spacing of your block.
1. Your blocks don’t have left and right spacing. That’s because they are set to “full width,” which means they’ll be easy for your recipients to read. Since the block width setting is fixed at full, it cannot be changed.
• Click .

Edit your email’s font styles

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Your font style tab allows you to create a consistent style for the fonts you use in your email. Just customize your fonts from the Font Style dropdown, then connect your text to the style you want. Here’s how:

Customize your font style

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• Click ​​ from your top toolbar.
• Click next to the font style you want to change.
• Customize your font’s settings, such as font family and size.



• Click .
1. Note, you can also customize your mobile only fonts. Click here for more information.

Customize text elements

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Once you have your fonts set up, use them to customize your text elements. Here’s how:

• Click a text element to edit it.
• Highlight your text, click and select the font style you want to use.

Some text elements live inside of other elements, such as text on buttons. When you edit those text elements, your Front Style drop down will be on the left side of your screen.

Edit your email’s colors

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Your color selector dropdown is similar to your font style and makes it easy to keep your colors consistent and to adjust your design.

At the top of your OntraMail editor you a color palette that includes:

1. A primary color
2. A complementary color
3. A dark color
4. A light color
5. A white color

Limiting the colors you use in your email to these five options keeps your design clean and easy to read. If you want to change your colors later on, it can all be handled here. You won’t have to edit the color of each of your elements one at a time.

Select your colors

• Click on your email colors dropdown — .
1. This button will always show you the colors you currently have selected.
• Select your primary, complementary, dark, light and white colors you want to use.
• Click .

Customize your block colors

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Once you’ve set up your email’s colors, click into each block and customize how you want to use them. Here’s how:

• Hover over your block and click .
• Click the Block Colors dropdown.
• Select a color from the dropdown to change the main color of your block.
• Click .

Edit your email’s background

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You can set image, color or transparent backgrounds for your OntraMail emails. This setting applies to the background of your whole email.

1. Or edit your block’s background by clicking to edit a block, then click . Then follow the steps below.

• Click Email Background.
1. Click to select an image.
2. Click to select a color.
3. Click to select a transparent background.
• Click .

Add merge fields

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Personalize your emails by adding merge fields. We recommend that you always use the merge field dropdown to insert your merge fields rather than type them out manually.

This ensures that your merge fields are properly formatted. If you send an email with an improperly formatted merge field, your recipients will see the exact text you added. For example, if you typed in [First name], your contacts will all receive emails that say, “Hi [First name]!

Here’s how to add your merge fields properly:

• Click a text element to edit it.
• Click and select the field you want to merge into your email.

Insert and edit images

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Add interest to your emails by including images. There are several image blocks you can add to emails, and other block types often include an image element.

Here are the requirements for uploading images:

1. File types:.png, .jpg, .jpeg and .gif
2. Maximum image size: 1920px by 1200px
3. Maximum file size: 1.5 megabytes

Insert images

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Follow these steps to add an image to your email.

• Add a block with an image element to your email.
1. If you want to view the steps to add a block, click here.
• Click your image element to edit it.
• Click above the placeholder image in the palette.



• Choose from an image you’ve already uploaded or click to add an image from your computer.
• Hover over the image you want to add and click .

Edit your images

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You can also use the built-in photo editor to make changes to your added image. Here’s how:

• Click your image to edit it and click above your image in the palette.



• Use the photo editor’s tools to fine tune your image.
1. Transform: This is where you can crop, flip and rotate images.
2. Filters: Choose from up to 50 different mood settings. Use the slider to adjust the amount of effect.
3. Adjust: Use the sliders to adjust brightness and contrast or to fine tune highlights, shadows, sharpness, etc.
4. Focus: Add effects that blur backgrounds and focus in on parts of an image. Use the slider to adjust the amount.
5. Text: Add text to a photo and adjust its font, color, etc.
6. Frames: Create a frame around your photos, with the ability to adjust width and opacity.
7. Overlay: Add various layers on top of an image. Use the slider to adjust the level of effect.
• Click when you are done.

Note, you can determine your image’s original size by clicking the transform icon in the editor and noting the dimensions at the bottom of the edit panel.

Add video

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Most mailbox providers (Gmail, Outlook, Yahoo, etc.) don’t allow videos to play inside an email due to security risks.

To include videos in your emails, we recommend that you add an image to make it appear as if there is a playable video embedded in your email. You can link that image to a page where your contacts can watch your video.

Host your video

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The first step is to add your video to a page. This is where your contacts will actually watch your video.

• Create or edit an Ontraport Page and add a video element to it.
• Add the video you want to include in your email.
• Take a screenshot of your video element. You’ll use this image in your email.
1. If you already have a thumbnail for your video, skip this step and use that image.
2. Or use a .gif file to show a snippet of your video inside of your email.



• Save and publish your page.

Add your video link to your email

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The next step is to add your thumbnail to your email and link it to your video. Here’s how:

• Add a block that contains an image element and add your video thumbnail to it.
1. If you want to view the steps to add a block, click here.
• Click above your image on the palette to add your link.
1. If you add your video to an Ontraport Page, select it from the dropdown.
2. Or link to a specific URL if you want to send your contacts to YouTube or another service.
• Click .
• Click on your palette.

Edit mobile styles

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Use mobile font settings to ensure that your emails look the way you want, whether viewed on mobile or desktop. With these settings, you can adjust the font style, size, and mobile block spacing for backgrounds for mobile displays. All other settings, such as font colors, backgrounds, images, etc., will remain the same between the mobile and desktop displays.

On the right side of the OntraMail editor, there are buttons that allow you to switch between desktop and mobile view.

When you click you’ll switch to the mobile device display. Your email’s canvas will scale to 360 px wide, the average side of mobile devices.

While most email applications honor mobile formatting, the following do not:

1. Yahoo! Mail App on Android
2. Universal Outlook App on Windows Phone
3. AOL Alto App on both Android and iOS
4. Gmail mobile clients such as “Gmail Email by Google on the App Store” for IOS and “Gmail App” for Android on the Play Store

Edit your mobile font style

• Select and click on the OntraMail message that you would like to format for mobile.
• Click to change the view of your message to mobile display.
1. The canvas will shrink to the average size of a mobile device — 360px wide.
• Click , and click next to the font style that you would like to edit.



1. From inside of the font settings you can edit:
1. Font Family
2. Font Size
3. Line Height
4. Font Weight



• Click .

Edit mobile block spacing

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• Click to switch to your mobile display.
• Click a block to edit it.
• Click and adjust the top and bottom spacing of your block.
1. Your blocks don’t have left and right spacing. That’s because they are set to “full width,” which means they’ll be easy for your recipients to read.
• Click .

Note, background images are not mobile responsive and will not resize relative to the display they are viewed on, but you can adjust how the background is displayed by adjusting the mobile block spacing.

Configure your email settings

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Before you finish editing your email, you’ll need to configure your email settings.

The post Editing emails appeared first on Ontraport Support Center.

Before sending your email or adding it to your automation, you’ll use email settings to add your email subject line, determine which email address your message will be sent from, set up email tracking and more. Here are descriptions of what each of the email settings mean so you can ensure you’ve got your messages set up correctly.

Email Settings

Send from name: Select the “email from” name of the user that you want the email to appear to come from, such as “Joe at Rainbow Sales” or “The Rainbow Sales Team.” When you choose the option “Custom,” you can add a custom “from” name and “reply to” email address — instead of using your user information.

Send from email: This is what appears as the “from” email address in the message.

Send email to: (Only available if you have Deals, Companies or custom objects enabled)Select which related email address you want to send your message to. For example, if you’re sending an email from a company record, you can select the email of a specific contact at the company, or select all contacts that work for the company.

Email subject: Add the subject line of your message; this is what clients will see before they open the email.

Preheader: This is the text that shows after the subject line in your contacts’ inboxes, and it gives your readers more information about what your email is about.

Transactional Mail: Transactional email is used for non-marketing emails such as confirmations and purchase receipts, messages about changes to your privacy policy, or to send login credentials to a purchased membership product. These emails are sent to contacts even if they have unsubscribed from your marketing emails. Check this box if your email falls into the transactional category.

Add tracking to the links in this email: Checking this box adds UTM tracking parameters to each link in the email (available to Ontraport Pro accounts and above). All links in the email will have the same utm_campaign, utm_source, utm_medium, utm_content and utm_term added to each link. If you’d like to manually edit these links, keep the box unchecked. Adding tracked links to your email does not interfere with the automatic email tracking used for triggering automation, goals, conditions or global rules.

Plain Text Email

Copy from HTML: We recommend that each time you update your email content in any way, you click the “Copy from HTML” button to create a text-only version of the email. Ontraport sends this version along with your HTML email so that your recipients who have HTML turned off will receive the plain text version of your email. Making sure that your message always has an up-to-date plain text version stored will help tremendously in your messages reaching the inbox.

Spam Score

Spam score: The spam score is provided by the open-source and third party application SpamAssassin. SpamAssassin works as an email spam filter using sophisticated detection techniques to scan your emails before they go out. The score goes up if your emails are questionable or seem spammy. The spam score for your email, if available, will be listed as a number and may state “this email looks good” to the right of that number.

Emails with a spam score of 5.0 or greater cannot be saved or sent. Click Spam Score to find out why your message was given a specific spam score and see how you can lower it.

Add a New “From” Email Address

When your contacts first view your emails in their inbox, your email “from” name and address let them know who sent the message, so it’s recommended that you set up an address that your recipients will recognize. The first send “from” address in your account will be the email you used to sign up for your account; however, you can add new addresses at any time.

Note: To protect your email delivery, you cannot add a free email address. If you do enter a free email address, Ontraport will automatically convert it to use an acceptable domain.

For example, if you added the email address “your.name@gmail.com,” your “from” address would be converted to “your.name.gmail.com@opmail.com.”

• Click →  → Email → Email ‘From’ Address Setup.
• Click.
• Add an email address and click to confirm.
• Check the inbox of the email you added for your confirmation email, and click.
• If you have more than one “Email From” address, be sure to set the correct email as your default.

Add “From” Name and “Reply to” Email Address

• Click  → Manage Users → and select the name of your user.
• Add the email “from” name and click .
• In the same section, add your “reply to” email and click .

The post Email settings appeared first on Ontraport Support Center.

A double opt-in strategy allows you to ensure your email list is filled with valid email addresses from people who actually want to receive your emails — which goes a long way toward keeping your email delivery and engagement rates top notch.

With a double opt-in requirement, contacts who provide their email address on your form will receive a confirmation email with a link to click to confirm the validity of the email address (which also confirms that your form was filled out by a person rather than a spam bot). Once confirmed, they’ll be able to receive emails from you.

We’ve created double opt-in messages for you to use (already in your account) or you can submit a new custom double opt-in message for review.

Use a pre-created and pre-approved double opt-in message

Simply access them by following these steps:

• Click  →  → Email → .
• Select .
• Under Double Opt-In (Ontraport Email), choose .
• Select the email you want to use, add the title, make any edits and click .
1. If you make any edits to the default message, once you click , your email will be provisionally approved and submitted for review by our email delivery team. Our team will review it within two business days and, if it does not meet the requirements listed below, we will deactivate the email and notify your account administrator via email. Standard double opt-in messages will be supplemented to avoid interruption.

Create your own double opt-in email

Creating your own email allows you to add your branding and customize the wording. However, these emails require approval by our email delivery team to ensure they comply with spam regulations.

• Click  → → Email → .
• Select .
• Click .
• Choose the email template you want to use; personalize it to your liking, and add your content. To ensure your email complies with requirements, please review the requirements listed below.
• Once you click , your email will be provisionally approved and submitted for review by our email delivery team. Our team will review it within two business days and, if it does not meet the requirements listed below, we will deactivate the email and notify your account administrator via email. Standard double opt-in messages will be supplemented to avoid interruption.

Requirements for double opt-in email content

To comply with spam laws, your email must:

1. Include the [Opt-In Link] merge field (Insert it via the Mail Merge dropdown in the Double Opt-In Manager)
2. Clearly notify leads that by clicking the opt-in link they agree to regularly receive emails from you/your business
3. Not contain any further marketing, links to further marketing, or calls to action
4. Clearly state that subscribers will have the option to unsubscribe at any time

The post Set up double opt-in email appeared first on Ontraport Support Center.