What is Marketing Opt In?
Every customer contact in Pooltrackr has a Marketing Opt In value of Yes or No. It tells you whether that customer has agreed to receive marketing communications.
The value comes from Lightspeed, which is the single source of truth. You manage the preference in Lightspeed, and Pooltrackr stores its own copy so you can export and report on it.
Where you can see it
Important: Marketing Opt In has no visualisation inside Pooltrackr. There is no field, badge, or toggle on the contact page. The value is held in the database and is only visible when you export your contacts.
To check it:
Go to Contacts in Pooltrackr
Run an Export
Open the exported file and find the Marketing Opt In column
Each customer shows Yes or No
Use this to build marketing lists, run compliance checks, or report on how many customers have opted in. The value is also available through the Pooltrackr API for custom reporting and integrations.
How the value is decided
Pooltrackr reads the customer's "Do not email" setting in Lightspeed and stores the opposite value in its database. The two are opposite. The Pooltrackr value shown below is what appears in your export file, not on any screen in the app.
In Lightspeed | Stored in Pooltrackr and shown in the export as |
"Do not email" is off (customer can be emailed) | Marketing Opt In = Yes |
"Do not email" is on (customer does not want email) | Marketing Opt In = No |
It is read-only in Pooltrackr
You cannot change Marketing Opt In from inside Pooltrackr. There is no toggle or field to edit it, and there is no screen that displays it. This is deliberate, so Pooltrackr and Lightspeed never disagree.
To change a customer's marketing preference: update the "Do not email" setting on that customer in Lightspeed. The change flows through to Pooltrackr on the next sync automatically, and the new value appears in your next export.
New contacts created in Pooltrackr
When you create a brand new contact directly in Pooltrackr, it is stored as Marketing Opt In = No. This is the default for every new Pooltrackr contact, regardless of your email settings on that contact.
When that contact is created in Lightspeed and the next sync runs, the stored value updates to match Lightspeed. In most cases a new Lightspeed customer is emailable by default, so the contact will change from No to Yes after the sync completes. You will see this in your next export.
This means a newly created contact can show No in an export taken right after creation, then show Yes in a later export once Lightspeed sync has run. Nothing is wrong. Pooltrackr is simply waiting for Lightspeed to confirm the value.
Marketing Opt In is synced one way, from Lightspeed to Pooltrackr. Lightspeed is always the source of truth. In Pooltrackr the value lives in the database and is visible only in the contacts export.