Lead Nurture Settings

How to control whether you're opted into Company Scheduled Marketing Pieces by default, and when you're notified about them.

Written By Danny Schaffer

Lead Nurture Settings give you default control over whether you participate in Company Scheduled Marketing Pieces, and whether you're notified when one is coming up.

You'll find these two toggles under Lead Nurture > Lead Nurture Settings.

Change them to the configuration you want, then click Save Changes to make it official.

The Notifications toggle controls whether you're alerted about upcoming company-scheduled sends β€” 7 days out, or immediately if the send is scheduled for less than 7 days away. The Default Opt-In toggle controls whether you're opted in or out of these sends by default; opt-in was the default behavior prior to the release of these settings.

No matter how you set these, the usual rules still apply: you need the correct contacts in the designated Sphere (most commonly your Primary Sphere) to take part in a send, and you can always opt in or out of a specific piece manually from Lead Nurture > Scheduled Marketing Pieces page.

Common Use Cases

  • Enable both - Stay informed of upcoming sends and participate in all of them by default.

  • Disable both - Opt out of everything and skip the notifications entirely.

  • Enable Notifications, disable Default Opt-In - Get notified of every upcoming send, but choose manually which ones you opt into.