In order to use Optin Manager, a custom field and dropdown menu must be created. This operation can only be performed on the machine hosting the database.

If you are hosting the Act! database on your own machine, please install Optin Manager on your computer and proceed to the Initial Setup section below. If your Act! database is hosted on a different computer such as a server, or shared PC, then you will need to perform the Initial Setup on a machine that has direct access to this server. If your database is hosted by a third party hosting company and you are using a remote database, please contact your hosting provider so they can assist you with the initial set up. Once the steps in the Initial Setup section have been performed, you may move on to the Configuration section.

Note: Please create a backup of your database prior to begining with the initial setup section.

Initial Setup

• Install Optin Manager on a workstation machine that has direct access to the server hosting the database.
• After logging in to Act!, you will be presented with the Optin Manager activation window. Enter your license key and click the Add button to add your Act user to the licensed users list.
• If logged in as an Administrator, you will be prompted to create a custom field. Click Yes to lock the database and create the field automatically. If you already have a character field in the database that you have used previously to record Contact permissions, click No and select this existing field as described below in the article.
  
  
  
  
  
• Once the field is created, please add the "Contact Permission" field to your Contact layout. To learn more about adding fields to your layout, please refer to the following article: Article ID: 1011

Configuration and Sending Emails

• Once logged in to the database, create a lookup of Contacts whom you wish to send the contact permission email to.
• Click the menu Optin Manager > Optin Manager Settings