minty

To begin setting up your SafeOpt Account, enter the Onboarding Wizard.

After signing the SOW, you will receive an email from SafeOpt to register and log in.

If you do not receive it within 24 hours, contact your representative.

Once logged in, you will enter the Onboarding Wizard.

- After signing the SOW, you will receive an email from SafeOpt to register and log in.
- If you do not receive it within 24 hours, contact your representative.
- Once logged in, you will enter the Onboarding Wizard.

- Updated Logo
- Short Brand Description
- Goals for the Partnership
- A Better-than-Site Offer
- Unique Codes
- Lifestyle/Hero Image

Two tags must be installed to activate SafeOpt.

- Self-setup using an installation guide
- Assign to a team member
- SafeOpt team assistance

- Two tags must be installed to activate SafeOpt.
- Choose from:
  - Self-setup using an installation guide
  - Assign to a team member
  - SafeOpt team assistance

- Increase conversion rates
- Expand customer base
- Enhance customer engagement
- Reduce cart abandonment
- Improve marketing ROI
- Optimize marketing spend
- Enhance data insights
- Drive website traffic
- Improve customer retention
- Achieve marketing automation

Next, you will be asked questions based on your selections. This will help our team make adjustments and provide guidance based on your input.

Choose between Automatic Integration or Manual Upload

Select your platform and enter credentials

- Re-Engage List: Targets users inactive for 60+ days
- Suppression List: Includes recent converters (past 30-60 days)

- Choose between Automatic Integration or Manual Upload
- Select your platform and enter credentials
- Define the list type:
 - Re-Engage List: Targets users inactive for 60+ days
 - Suppression List: Includes recent converters (past 30-60 days)

- Percent/Dollar Off
- Free Shipping
- Free Gift with Purchase

- Enter percentage, dollar amount, or minimum order amount as required.

- SingleUse Codes (Recommended)
 - Upload a CSV file containing the codes by selecting or dragging and dropping
 - Set a backup offer code.
 - Confirm the backup Offer code is exclusive to SafeOpt. This should be enabled if the offer is used for SafeOpt only. Offer codes exclusive to SafeOpt and not available to the general public tend to have higher performance.
 - Add an email address for alerts when single use codes are running low
- Static Code
 - Enter a unique campaign-specific code
 - Confirm the Offer code is exclusive to SafeOpt. Offer Disclosure:
- Select applicable disclosure information for your offer
- Review disclosure preview before confirming

Complete Setup or Send Test Campaign

1. Select Offer Type:
 - Percent/Dollar Off
 - Free Shipping
 - Free Gift with Purchase
2. Define Offer Details:
 - Enter percentage, dollar amount, or minimum order amount as required.
3. Choose Code Type:
 - SingleUse Codes (Recommended)
 - Upload a CSV file containing the codes by selecting or dragging and dropping
 - Set a backup offer code.
 - Confirm the backup Offer code is exclusive to SafeOpt. This should be enabled if the offer is used for SafeOpt only. Offer codes exclusive to SafeOpt and not available to the general public tend to have higher performance.
 - Add an email address for alerts when single use codes are running low
 - Static Code
 - Enter a unique campaign-specific code
 - Confirm the Offer code is exclusive to SafeOpt. Offer Disclosure:
 - Select applicable disclosure information for your offer
 - Review disclosure preview before confirming
4. Upload Hero Image (500px x 300px)
5. Complete Setup or Send Test Campaign

Once completed, you will see a confirmation screen letting you know your campaigns are ready to launch.

How Do I Set Up My Account?

Contact Support

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

How Do I Set Up My Account?

Setting Up Your SafeOpt Account

Required Items for Setup

Tag Installation

Setting Campaign Goals

Suppression List Setup

Evergreen Campaign Setup