How can I get customers to opt in to my email marketing from Clover?

To sync a customer to your marketing platform, they must (1) have a valid email address and (2) opt in to marketing. This is required by most marketing platforms' terms of service, and without it, a customer's info won't transfer — even if setup is otherwise complete.

How to collect opt-in at checkout:

1. In the register app, before payment, select the ListBuilder button
2. Have the customer enter their info and opt in by checking “I would like to receive promotions!”, or enter it on their behalf
3. Proceed to payment

You can also add customers directly through the ListBuilder app.

Note: Opt-in is what triggers the sync. No opt-in, no sync.