CUSTOMER CHOICES & COMMUNICATION

Opting In

Also called

Reading time
3 minutes

Opting in is an affirmative choice to participate in a defined activity or receive a specified type of communication. In marketing, it commonly describes permission given for a stated messaging purpose.

OPTING IN IN PRACTICE

  1. State the purposeExplain what the person is choosing.
  2. Record the choiceRetain the relevant wording and evidence.
  3. Respect the changeApply withdrawal and preference updates.

Use the agreed units, actual records and approved procedures for your operation.

A WORKED EXAMPLE

A delivery contact is not automatically a marketing subscriber.

A customer provides an email address for shipment updates. The business separately determines the permission and legal basis for promotional messages rather than treating fulfillment contact details as unlimited consent.

WHAT THIS MEANS FOR YOUR QUOTE

Agree the requirement before comparing quotes

Use the actual shipment, stock and service requirements. Record the billing unit, included work and responsibility for exceptions.

A LITTLE MORE CONTEXT

Questions about Opting In

Does a stored email address prove opt-in?

No.

Is permission for one purpose unlimited?

No.

Do requirements vary by jurisdiction?

Yes. Obtain applicable review.

Source & example notes

CRTC: CASL consent guidance.

Sources provide background on the linked topic. Product documentation describes a particular implementation; confirm the rules, contract and procedures that apply to your operation.

Quantities, costs and scenarios are illustrative, not operating targets, approved handling instructions or guarantees. Source guidance reviewed 23 October 2026.

Last updated: · 3PL Hub

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