Setting up email/text opt-in
Last updated August 4, 2026
Objective
This guide outlines the process for opting contacts into email and text communications within Recur. Following these steps ensures your association maintains compliance with communication standards while keeping your members engaged through their preferred channels.
Key Steps
Step 1: Locate the Contact Profile
From the Recur dashboard, use the search function or the Contacts menu to find the specific individual (e.g., "Billy Jenkins").
Click on their name to open their full Contact Dashboard, where all personal details and communication statuses are housed.
Step 2: Identify Communication Status Indicators
Email Section: Look for the contact's email address. A blue arrow next to the email indicates the contact is not yet opted in.
Text/SMS Section: Similarly, if texting is enabled for your organization, a blue arrow will appear next to the phone number if they are not opted in for SMS.
Step 3: Select the Opt-In Method
Option A: Send Opt-In Request: Click the blue arrow and select the option to send an opt-in email/text. This sends a branded message to the member (featuring your association's logo) asking them to click a link to confirm their subscription.
Option B: Manual Opt-In: If you have prior consent or a pre-existing relationship where consent is verified, you can manually mark the contact as "Opted In" to bypass the confirmation email.
Option C: Bulk Import: For new associations transitioning to Recur, contact support to opt in your entire database during the initial data import based on historical consent.
Step 4: Verify Successful Opt-In
Once the member clicks the confirmation link in their email or is manually updated, refresh the contact page.
Confirmation Marks: A green tab and a checkmark will now appear next to the email or phone number.
Result: The contact is now "Good to Go," and you can include them in automated workflows, newsletters, or text blasts.
Cautionary Notes
Consent Requirements: Only manually opt in members if you have documented proof of their consent to receive communications to remain compliant with anti-spam regulations (like CAN-SPAM or TCPA).
Texting Enablement: The option to opt in for text messages will only appear if your Recur account has the Texting/SMS module active.
Logo Branding: Ensure your association logo is uploaded in your account settings, as it will appear prominently in the automated opt-in emails sent to members.
Tips for Efficiency
Onboarding Workflow: Make it a standard practice to check the opt-in status of every new member during their initial profile setup.
Member Experience: If a member claims they aren't receiving your newsletters, check for the "blue arrow" first; they may have missed the initial confirmation email.
Refresh for Real-Time Updates: If you are helping a member over the phone while they click the confirmation link, remember to refresh your browser to see the status change to green instantly.