How to Bulk Opt-Out Contacts (Clean your list)

Overview

If you want to remove contacts from your billing, you should not delete them, but instead opt them out.

👉 Important:

• Do not delete contacts unless there is a specific reason

• Deleting removes them permanently and makes future changes impossible

• Opt-out is enough to ensure they are not billed anymore

Method 1: Opt-Out via Contact List

Step-by-step

1. Go to Contacts

2. Apply filters, for example:

   • Single opt-ins

   • Specific tags

   • Any other criteria

3. Select all contacts at the top

4. Click Take Action

5. Choose Opt-out

6. Confirm the action

👉 Result:

• Contacts are opted out

• They will no longer be billed in the next billing cycle

Method 2: Opt-Out via Segments (Recommended for advanced filtering)

Segments allow you to use more advanced filters, such as:

• Shopify data

• Klaviyo data

• Time-based conditions (e.g. older opt-ins)

Step-by-step

1. Go to Segments

2. Create a new segment with your filters

   Example:

   • Consent = Single opt-in

     • timeframe (e.g. older than 2 weeks)

3. Click Save Segment

4. Open the segment (3-dot menu)

5. Select Bulk Actions

6. Click Update Consent → Opt-out

Result

• All selected contacts are now opted out

• They remain visible in your list for transparency

• They will no longer be billed

Best Practices

• Use segments for regular list cleanups

• Define clear filters (e.g. inactive users, old opt-ins)

• Avoid deleting contacts to prevent data loss