How do I accept users into the client database?

If a form on the site is set to add new users to the client database "By administrator approval" this means that you will add each client separately to the database.

Please see the steps below to add someone into the database after they have opted in:

  1. Login to your administrator site
  2. Click on "Clients awaiting Administrator Approval" in Activity notifications
  3. Click on a client's name
  4. Make any changes to the record then Click Accept or Reject
    1. Clicking Accept will add the user to the database
    2. Clicking Reject will remove their details from your database
If you have accepted a client into your database, but the client has not verified their email address, you will not be able to send eMarketing to them until they do so.


Once you Accept or Reject a client they will recieve an email to notify them. You can also customise the Approval or Rejection email that the user reccieves by following the steps below:

  1. Hover over Content
  2. Click Default System Pages
  3. Click Admin Approval Email Text or Admin Rejection Email Text
  4. Customise Text
  5. Click Finish

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