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

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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

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Method 1: Opt-Out via Contact List

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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

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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)

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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

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Result

• All selected contacts are now opted out
• They remain visible in your list for transparency
• They will no longer be billed

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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