support.opt-insight.comOptInsight Support – Answers to most frequently asked questions

Hit enter to search or ESC to closelinkedin youtube Frequently Asked Questions Access Contacts Email Templates Infrastructure Consent Reports Access I cannot login, Login failed!” troubleshooting. If you get the message Login failed! Invalid user name or password”, first make sure you are logging into your company’s tenant (see image below). You can ask your super user or administrator which tenant you will need to login to. When you are still getting the Login failed! Invalid user name or password” error message, please try resetting your password. If the issue still exists, please ask your super user to reset your password manually. I cannot login, how do I reset my password? On the login page press the Forgot password?” link. Submit your email address. You will receive an email on how to login, also make sure you have the correct tenant selected at the login screen. I’m logging in for the first time, but I did not receive any password, where can I find my password? If logging in for the first time, click on the forget password button to create your password. You will receive an email for password reset. Please click on the reset password link to start the process of creating your password. I am missing items in the menu, why can’t is see them? The features and pages in OptInsight’s Consentmanager are subject to a roles and permissions table. Your Super User or Administrator can edit your permissions and assign roles so you can see the correct menu items and pages. How do I verify my email address? You should have received an email confirming your account details, with a link you need to click to verify and activate your account. Do I need to change my tenant every time when logging in? No, in general the tenant name will be remembered by your browser. Contacts How do I edit a contact profile? Go to the Privacy Ledger menu. You can edit the contact by clicking on the link of Fullname or the button with the pencil icon under the actions header. I cannot save changes made to the contact profile, what do I do? Please review that you have filled out all mandatory field in the contact profile. These could be the First name, Last Name or Email Address. Section Email Templates Is there any way we can see if our customers opens promotional emails and click any hyperlinks in the email? Yes, please contact your agency for more information about the email platform. Will the recipient receive the promo emails from a Company email address, or something different? Initially, your Company email is used. The default Company emailadress (as set in the mailconfiguration screen) is used when no useremail and role email configuration is found. You could override this on role level, navigate to Administration → roles and edit a role. You can then override the email settings. If a customer gives consent and then decide they no longer want them, if they block the email, will we get notification? When a customer blocks the emailadress from which the email is send, this will be shown in the mailing section of the activity trail as ‘undelivered’. If the customer simply deletes the email, however, this will still show as ‘delivered’. Is there a plan to have a "manage your consent" link in the signature of emails? It is not possible to include a link in your own signature as the link for managing consent is unique for each customer. However, the link for managing consent is included when you send out emails from within OptInsight. Infrastructure I cannot reach the application/website. Please note that Monday from 17:00-18:00 (GMT +1) is our official maintenance window. Downtime can be expected from time to time during this timeslot. Also, make you sure are using the right URL, (https://app.opt-insight.com) and that you have an active internet connection. The application/website is (very) slow. Validate that your internet connection is fast by navigating to other websites. If the problem is indeed in Optinsight, please make a ticket. Consents If we send the webform to a customer how will we know that they have completed it? If a customer has filled out a form, an entry will be created in the ‘Consent registration’ pane within the activity trail tab of the specific customer. Is consent purely for our company, or is it shared through OptInsight to all it’s subscribers? Consent is company specific. The OptInsight platform is used to collect and register opt-ins in a compliant manner. Do customers provide consent to receive promotional info on all Company products, or can they select specific products which are of interest to them please? Customers can choose which products to subscribe to. Afterwards, you can change the product selection by selecting a contact on the Privacy Ledger and then navigating to the Consent Registration pane. Will we be able to see if a customer has given consent to another rep in a different team? To ensure the customer isn’t asked twice? Yes, when you try to contact a customer which has already been contacted by a different team, you will get a warning notification to approve that you want to send the email again. Reports How do we view or download contacts and consentdata? You can check the dashboard for the amount of contacts and/or consents and by clicking the button ‘View Contacts’ have a list of contacts/consents which you can export to excel. Didn’t find what you where looking for? Please contact the super user. OptInsight B.V. Contact@opt-insight.com Phone number: +31202149676 Mozartlaan 25Q, 1217 Hilversum The Netherlands Request for proposals (RFP) Privacy statement Terms & conditions Chamber of commerce: 73359416 © 2024 OptInsight...