How to Create a Double Opt-In System

Modified on Tue, 06 Dec 2022 at 09:57 AM

Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR (General Data Protection Regulation). This means that once a lead opts-in, they must confirm the opt-in to continue receiving information. The Double Opt-In System can also be used to request a verification of information such as an email address. To create a double opt-in, here's what you can do:

Step 1: Use a triggering action (such as Form Submitted) to have the original opt-in send them through a Campaign or Workflow series, requesting that they confirm the opt-in. This can be a follow-up confirmation email, text, or both.

Step 2: Within that communication, include a trigger link for them to confirm.

     NOTE: Check out our tutorials on creating Trigger Links if you need assistance.

Step 3: Set up a trigger action so that when the “Confirm Opt In Trigger Link” (whatever you named that which you created in Step 2) is clicked, the rest of the communications/interactions take place (i.e. any nurture campaign sequences, tag applications, pipeline changes, workflows, etc.)

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article