Using 'double opt-in'

Please note

If your account was created on or after 7 September 2016, or if your account was created prior to this date but you'd never generated a signup form before, then you're already protected by double opt-in by default.

If your account was created before 7 September 2016 and you'd already generated one of our signup forms, then you'll need to enable double opt-in if you want the protection it brings.

Contents

Enabling double opt-in
Setting up your double opt-in email
   » Adding a company logo to the default double opt-in email
   » Adjusting double opt-in settings
Setting up and sending your own 'triggered' double opt-in campaign
   » 1. Create a new 'triggered' campaign
   » 2. Include a double opt-in link
   » 3. Select newly triggered campaign as your double opt-in campaign
What happens next?

Summary

'Double opt-in' (DOI), also known as 'confirmed opt-in' (COI), is the best way to have contacts sign up from your website to your address books.

Once subscribers have completed your signup form, they will be sent an automatic email requiring them to click on a link to verify their opt-in. If the verification link isn't clicked, then the contact won't be signed up.

This is regarded as best practice in email marketing. It ensures subscription is a two-step process and determines that the subscriber really wants to receive your communications. It also guards against possible malicious subscriptions (for instance, those undertaken by spam bots) taking advantage of a 'single opt-in' process (also known as 'unconfirmed opt-in') to easily sign up contacts unchallenged.

If you don't enable double opt-in then it could cause you problems, such as unwanted emails being marked as spam or junk and generating abuse complaints against you.

Enabling double opt-in

You can check whether you have double opt-in already enabled for your account by mousing over the person-and-cog icon in the bottom left corner of the screen, and then selecting Account > Account settings from the settings menu that appears.

Scroll down to 'Features' and tick 'Enable double opt-in in my list signups', if it isn't already ticked.

enable_double_opt_in_el.png

Click Save settings.

From now on, a default double opt-in email will automatically get sent to new signups from your website, to which you can add your own company logo.

Alternatively, you can choose to send your own 'triggered' campaign instead.

Setting up your double opt-in email

You can set up your double opt-in email by going to Contacts > Advanced features. This will take you to the 'Subscription settings' tab.

Adding a company logo to the default double opt-in email

Whilst you can't change the wording of the default double opt-in email, you can add your company logo to it. (This will also get added to the default resubscribe confirmation email.)

Upload your logo by clicking on Choose file. We recommend a size of 141 x 38px in .jpg, .gif or .png format.

confirmation_email_logo_el.png

Click on Preview to check out the look of the default resubscribe confirmation email and the default double opt-in confirmation email, which provides you with the ability to switch between the two.

double_opt_in_confirmation_email_el.png

Adjusting double opt-in settings

You can adjust your double opt-in settings in the 'Subscription settings' tab, under 'Double opt-in settings'.

double_opt_in_settings_el.png

Firstly you can select the campaign to send. Leave this as 'Default' to send the default double opt-in confirmation email. However, if you want to send your own triggered double opt-in confirmation email, you'll be able to do so from a dropdown list of your available triggered campaigns. However, you'll need to have created one first.

Next you can select a double opt-in action. This will be what your contacts will be shown after clicking the verification link and completing the double opt-in process. The default selection is to Show some text - 'Thanks for the confirmation'. You can change this wording if you wish by editing it in the box provided.

Alternatively, you can set the double opt-in action to Go to a page. Enter the URL of the page in the box underneath, or you could use the dropdown below it instead to select a page you've created with the microsite builder.

Click Save after making changes. 

Setting up and sending your own 'triggered' double opt-in campaign

Please note: External dynamic content and advanced personalisation can't be used in 'triggered' double opt-in campaigns.

If you want to create your own double opt-in email and control its content, rather than use the default one, then you'll need to follow these steps:

1. Create a new 'triggered' campaign

You must first create a new campaign and set its type to 'Triggered'. Creating a new triggered campaign can be done in one of either two ways. One way is to select Campaigns > New campaign, select your template, click on Campaign settings in the campaign setup screen (the Create step) and then select Triggered from the window that displays, as shown below.

set_to_triggered_campaign_type_el.png

Click Close and then Save & continue button to open your campaign in EasyEditor.

Alternatively, you can select Automation > Triggered campaign content, click on Add new and then select your template. Your campaign will automatically be set as a triggered campaign, which you can confirm by clicking on Campaign settings in the campaign setup screen (the Create step). Again, click Close and then Save & continue button to open your campaign in EasyEditor.

2. Include a double opt-in link

Move to the appropriate area of your campaign and click the Link button located in the toolbar.

The Add a link window is displayed. Click on Double opt-in and enter the text into the text box that you'd like displayed for this link, followed by clicking Insert.

add_a_double_opt_in_link_el.png

The link is inserted into your campaign as shown below:

Save and test your campaign in the normal manner.

3. Select newly triggered campaign as your double opt-in campaign

Go to Contacts > Advanced features and, under 'Double opt-in settings', ensure you select this campaign from the 'Campaign to send' dropdown list, and then click Save.

What happens next?

When a contact uses the signup form on your web page to subscribe to one of your address books, they're automatically sent either the default double opt-in email or the triggered campaign you selected.

They won't appear in the address book until they've clicked on the verification link in the email.

Once they click on the verification link, they'll either see the message you entered or will be taken to the page you selected under 'Double opt-in settings'.

At this point, they'll be added to the address book you selected and their 'Opt-in type' will be set as 'Verified double'.

contact_verified_double_el.png

Have more questions? Submit a request

Comments

  • Avatar

    Remember that the 'Join action' has to be setup on the address book the contacts are being added to. You are able to select the trigger to fire off once a contact is added by going to 'Properties' on the 'Website Newsletter Signups' address book and ticking the 'Show advanced options' and then in the 'Join action' tab you can select the 'Triggered campaign'.

  • Avatar

    Not sure what the 'Please select' box does next to the go to page url??

  • Avatar

    Hi Mike,

    If you have created a page using our 'Microsites' section of the platform, then you can select it via this dropdown. If you haven't, then you won't be able to choose anything from here and you'll need to enter a URL to go to.

    Hope that helps.

  • Avatar

    HI,

    How do I require double opt in when inserting users via the API?

    Best

    Drew

  • Avatar

    Hi Drew,

    There isn't an API method/operation with which to do this. It can only be set up via the application interface.

  • Avatar

    Will you see reporting on your triggered campaign?

    Thanks,

    Rose

  • Avatar

    Hi Rose,

    Yes you will. Every send of the triggered campaign will be accounted for under its campaign name in reporting, as demonstrated below:

    double_opt_in_campaign_reporting.png

  • Avatar

    Hi

    I'm having trouble getting this to work. Given that this blog post was started in 2011, I just wanted to check that the above Steps are still valid before I continue?

    Regards

    Jon

  • Avatar

    Hi Jon,

    I can confirm that this article is current and up to date. Is there a specific part of the process you're having trouble with? 

  • Avatar

    Hi Neal,

    I spoke to Support and realised that if you try to trigger the Double Opt In email to a contact that already exists the system won't send the email, so I used a brand new address which was fine.

    However, the new Edit Contact interface does not allow a user to change a contacts opt-in type from Verified Double back to Unknown which support agreed would make it easier for testing. I didn't get a ticket unfortunately.

    Regards

    Jon

  • Avatar

    Hi Jon,

    Thanks for coming back on this. Just to be clear, you are able to trigger the double opt-in email to a contact that already exists in your address books, as long as they don't already have an opt-in type of 'Verified double'. If their existing opt-in type is one of 'Unknown', 'Single' or 'Double', then you'll be able to trigger it. Of course, you'll also need to have the double opt-in email set up as a triggered campaign. Checking 'Require double opt-in verification' when editing a contact's record will then result in triggering the sending of the double opt-in email to the contact.

    edit_contact_require_double_opt_in_verification.png

    It's correct that you can't change a contact's opt-in type back from 'Verified double'. The reason for this is that it's the ideal level of opt-in type which meets best practice guidelines; allowing for the manual changing of that status down again didn't seem appropriate, especially bearing in mind that changing the status up again to 'Verified double' would result in the double opt-in email being re-sent again. If done in error, this would appear as very strange to a contact. However, I understand the point made on testing.

    I hope this helps.

  • Avatar

    Hi Neal,

    Thanks for confirming the process

    Regards

    Jon

  • Avatar

    Dear Dotmailer Team,
    as discussed with your support, this article is missing "Step 4: Set 'Join Action' for address book". Otherwise, the double opt in is not working. Please update the documentation.

    Regards,
    Stefan

  • Avatar
    Edited by Stefan Schröder
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