How to Create a Double Opt-In System

Created by Stefan Perchinkov, Modified on Wed, 26 Feb at 9:46 AM by Stefan Perchinkov

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.)

FAQ

Q: What is a Double Opt-In System, and why is it important?
A: A Double Opt-In System is used primarily to comply with regulations like GDPR in the EU. It requires leads to confirm their opt-in before receiving further communication. It also verifies contact details, such as email addresses.

Q: How do I create a Trigger Link for the confirmation?
A: You can create a Trigger Link and name it (e.g., "Confirm Opt-In") in your platform settings. Refer to our tutorials for step-by-step instructions on creating Trigger Links.

Q: What happens after the lead confirms their opt-in?
A: Once the Trigger Link is clicked, the rest of your planned communications and actions (e.g., nurturing campaigns, tag applications, or workflow sequences) will automatically be triggered.

Q: Is Double Opt-In mandatory?
A: In certain regions like the EU, Double Opt-In is required by law under GDPR for collecting and processing lead information. In other areas, it is optional but beneficial for verifying contact data.