This feature available on All Plans
Double opt-in ensures that only people who explicitly subscribe to your emails receive them. This is achieved by requiring entrants to confirm their subscription through a "subscribe link" sent via email.
This guide covers:
- Adding an opt-in to an autoresponder.
- Creating an opt-in email from scratch.
Note: "Double Opt-In" refers to the two steps required for subscription:
- Submitting their information via the form.
- Clicking the subscribe link in the email.
Adding an Opt-In to an Autoresponder
Follow these steps to add a subscribe link to an autoresponder:
Step 1: Set Up the Autoresponder
- Open the Campaign Builder.
- Click the email icon (envelope) at the top.
- Click New Email (this will automatically connect to the Form Widget in your campaign).
- Select Autoresponder.
Step 2: Select a Company Profile
- Verify that the selected Company Profile is correct.
- If you need to select a different profile, click Choose Another and make your selection.
- Click Continue.
Step 3: Choose a Template
- Decide whether to use a template:
- To skip templates, click Continue.
- To use a template:
- Hover over the desired template and click Use This Template.
Step 4: Insert the Subscribe Link
- Write and format your email in the email editor.
- Leave space where you'd like to include the opt-in link.
- Click the Email Subscribe URL merge field on the left.
- The merge field will appear as:
{{subscribe}}
.
- The merge field will appear as:
By default, this adds a raw URL. To make it more presentable:
- Type and highlight text for the link (e.g., "Click here to subscribe").
- Click the chain link icon in the rich text editor.
- Manually enter
{{subscribe}}
in the URL field. - Click OK to apply the link.
Step 5: Finalize and Test
- Add email details:
- Email Name
- Email Subject
- From Name
- From Email Address
- Click Continue.
- On the review screen:
- Verify all information.
- Click Send Test Email to preview.
- Check your test email to ensure everything looks correct.
Note: The subscribe URL will not appear in test emails but will work in live campaigns.
- Click Save & Activate to make the autoresponder live.
Creating an Opt-In Email From Scratch
Creating an opt-in email from scratch follows a similar process to setting up an autoresponder:
Step 1: Access the Emails Manager
- From your Home, click the Manage drop-down menu and select Emails.
- Click the New Email button.
Step 2: Choose the Email Type
- Select the type of email you want to create:
- Autoresponder
- Follow-Up Email
- Scheduled Email
Step 3: Select a Company Profile
- Verify the selected Company Profile.
- To select a different profile, click Choose Another.
- Click Continue.
Step 4: Choose Recipients
- Select the list(s) to which you want to send the email.
- Click Continue.
Step 5: Follow the Email Setup Steps
From this point, the process mirrors the autoresponder setup:
- Choose a template (optional).
- Write and format your email.
- Add the subscribe link using the
{{subscribe}}
merge field.
For detailed steps, refer to the Adding an Opt-In to an Autoresponder section above.
Require Double Opt-In Checkbox
When setting up a Company Profile, you'll see a checkbox labeled Require Double Opt-In?
- Checking this box ensures your account sends emails only to recipients who have subscribed.
- Emails connected to that profile will exclude non-subscribed entries.
Best Practices
- Test Before Sending: Always send a test email to verify formatting and content.
- Respect Preferences: Sending emails only to confirmed subscribers avoids upsetting recipients and improves deliverability.
- Use Merge Fields Wisely: Merge fields personalize emails, improving engagement and professionalism.