Using 'verified double opt-in'

Contents

Enabling verified double opt-in by default
Customising your confirmation email
   » Adding a company logo to the default confirmation email
   » Adjusting verified double opt-in settings
Setting up a triggered campaign as your confirmation email
What happens next?
Pending contacts

Summary

We can provide verified double opt-in when contacts opt in to your communications. An automated confirmation email is sent to your contacts and these contacts aren't added to your address books until they click the confirmation link in the email.

Double opt-in (DOI), also known as confirmed opt-in (COI), is regarded as best practice because it makes sure that contacts really want to receive your emails.

Double opt-in also protects you from the following:

  • Malicious opt-ins (for example, opt-ins that are made by spam bots)
  • Spam complaints

Enabling verified double opt-in by default

  1. Click the person-and-cog icon in the navigation bar
  2. Go to Account > Account settings
  3. Under the 'Regulatory settings' section, select any option, except 'Do not enforce double opt-in'
  4. Click Save settings

Account_settings_regulatory_settings.png

You can customise the opt-in confirmation email that signups receive, or you can create your own triggered campaign to use as the opt-in confirmation email.

Customising your confirmation email

To customise your confirmation email, go to Contacts > Advanced features > Subscription settings.

Adding a company logo to the default confirmation email

Click Choose file to select a logo.

The logo that you add here is also added to the default resubscribe confirmation email.

confirmation_email_logo_el.png

Click Preview to see both the default resubscribe confirmation email and the default verified double opt-in confirmation email.

double_opt_in_confirmation_email_el.png

Adjusting verified double opt-in settings

  1. Select the campaign to send. Leave this as 'Default' to send the default confirmation email. If you want to send your own triggered verified double opt-in confirmation email, use the 'Campaign to send' dropdown to choose one.
  2. Select a verified double opt-in action. This action happens after contacts click the confirmation link and complete the verified double opt-in process. The default selection is to 'Show some text', such as 'Thanks for the confirmation'. You can change this wording if you wish by editing it in the box provided. Alternatively, you can set the verified double opt-in action to 'Go to a page'. Enter the URL of the page in the box underneath, or you can use the dropdown below it instead to select a landing page you've created with our landing page tool.
  3. Click Save after making changes

double_opt_in_settings_el.png

Setting up a triggered campaign as your confirmation email

Information

External dynamic content and advanced personalisation can't be used in triggered campaigns for confirmation emails.

If you want to create your own confirmation email and control its content, rather than use the default one, then do the following:

  1. Create a triggered campaign
  2. Add a verified double opt-in link
  3. Select the newly triggered campaign as your confirmation email

What happens next?

  1. Depending on the option you chose in your account settings, your contacts are automatically sent either the default confirmation email or the triggered campaign that you selected
  2. Contacts won't appear in the address book until they've clicked on the confirmation link in the email. They will be be in a pending state until they do so and all pending contacts can be found under Contacts > Suppressed contacts > Pending contacts
  3. After contacts click the confirmation link in the email, they'll see the message that you entered on the 'Double opt-in settings' page or they'll be taken to the page you selected on the 'Double opt-in settings' page
  4. At this point, they're added to the address book that you selected and their opt-in type is set to verified double

contact_verified_double_el.png

Pending contacts

Pending contacts are contacts who've been sent a double opt-in confirmation email but who've yet to click the confirmation link. You'll find these listed under Contacts > Suppressed contacts > Pending contacts.

pending_contacts.png

After they've clicked the confirmation link, they'll be removed from this page and added to your contacts.

Information on pending contacts is stored here until you choose to delete it.

If a pending contact is deleted and they click a confirmation link after being deleted, they won't be added to your contacts. They'll need to sign up again and be sent a new double opt-in confirmation email.

Confirmation email limits

Contacts can be sent a maximum of three confirmation emails.

A contact can't be sent more than one confirmation email in a five-minute interval.

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'.

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    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.

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    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
  • Avatar

    Is it possible to include a link to a landing page as well as the double opt-in link?

    Thanks

  • Avatar

    Hi Charlotte. I may not understand 100% what you're asking here, so forgive me if that's the case. However, just to cover two areas that you might be referring to:

    1. You can set the double opt-in action to 'Go to a page' and then use the dropdown below it to select a landing page you've created with our landing page tool - https://support.dotmailer.com/hc/en-gb/articles/212211948-Using-double-opt-in-#adjustingdoisettings
    2. You can include a link to both a landing page and a double opt-in link within the same campaign. This can be done in a standard campaign, as well as a triggered campaign that you me be setting up for double opt-in confirmation - https://support.dotmailer.com/hc/en-gb/articles/212211948-Using-double-opt-in-#settinguptrigger

    Hope this helps, but do let me know if you need further clarification.

  • Avatar

    Hi Neal,

    Thanks for your reply! Is there a way that we can set up multiple double opt-in actions? I'm setting up multiple opt-in campaigns focused on different customer actions, and I'm keen to personalise the 'Go to a page' for different campaigns.

    Thanks

  • Avatar

    Hi Charlotte,

    No problem. You can only select one landing page under 'Double opt-in settings', so multiple actions aren't possible in this section. However, you might be able to achieve what you're after via the following tools:

    1. Join action triggers - https://support.dotmailer.com/hc/en-gb/articles/212213868-Triggering-a-campaign-when-a-contact-joins-an-address-book. This could enable you to send a specific triggered campaign once a contact has joined a certain address book, and the campaign could contain a link to a specific landing page.
    2. This could also be achieved (and maybe achieved more easily) by creating a program - https://support.dotmailer.com/hc/en-gb/articles/212213878-Getting-started-with-the-program-builder.

    Either way, it sounds like you could possibly benefit through using automation. If you're not familiar with the platform's automation capabilities, here's our extensive help section on it - https://support.dotmailer.com/hc/en-gb/sections/202602228-Automation. However, you may also benefit by contacting your account manager to talk through your specific requirements and they can best guide you.

  • Avatar

    Hi Neal,

    Where is the option to select the address book we want the subscribers to be added to? I've created my own campaign but subscribers are going into the main contact list not a specific address book which is what I need. Your help would be much appreciated.

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

  • Avatar

    Hi Meghan. Whilst I'm not completely sure of your subscription process, you can certainly use our signup form functionality to create a signup form that will subscribe contacts to a specific address book -
    https://support.dotmailer.com/hc/en-gb/articles/212211788-Creating-a-signup-form. This will also add them to your 'All contacts' address book at the same time. But let me know if you need any further help.