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Creating Double Opt-In Processes for Forms

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Leya Wood
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Double opt-in refers to a method of collecting contact information.

With double opt-in, contacts must take two actions to confirm their willingness to provide personal information.

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The Importance of Opting In

Double opt-in helps to ensure that the contacts filling out forms are the actual contacts themselves. Without a double opt-in process, an individual could fill out our form with erroneous information (or others' information), and that information would then be used on mailing lists. If the email address provided was inaccurate, this could impact the hard bounce percentage when sending emails.

If a client is not double opted-in, they will still receive communication from you. This does not prevent your recipients from receiving emails. It only indicates that they have explicitly stated they want to receive your emails. When contacts do not want to receive information on services or products, they often unsubscribe from the emails. Worse still, contacts mark such emails as spam.

Since a double opt-in is tied to a contact clicking on an email after filling out the form to confirm their information is correct, this helps to mitigate the risk of sending email campaigns to those who never wished to receive the information.


Creating a Double Opt-In Form

Note: Double opt-in processes can use a Constant Contact, native, or third-party form.

To create a double opt-in form, create or edit a form: 

  1. Within the Form editor, click the Settings tab.

    Form Settings

  2. Scroll down to the Lead Status section and click the Send contact an email that allows them to explicitly opt-in to receiving emails checkbox .
    Form Settings Set up Double Opt In

  3. Click Save Changes.

    Save Changes to Form

Opt-in confirmation emails attributed to these forms should plainly state that the recipient has a choice in continuing to receive your email communication.

For more information on creating emails, refer to Creating Emails from Templates.


Creating a Double Opt-In List

To attribute a double-opt in form to a list of contacts, create or edit a list:

  1. If you are:
    • Editing an existing list - click  cog.png  Options > Change List Settings.

      Change List Settings

      Click to enlarge.

    • Creating a new list - skip to step 2.
  2. If you are:
    • Editing an existing list - click + Add Rule.

      Add Rule to Existing List

      Click to enlarge.

    • Creating a new list - click Create Rule.

      Create Rule for new List

      Click to enlarge.

  3. Add the following rule: is explicitly opted in to receive email in the Lead section.

    Opt In List Rule

    Click to enlarge.

  4. Click the Form Double Opt-In checkbox.
  5. Click Save.


    List Rule Form Double Opt In

    Click to enlarge.


Checking for Opt-In in the Contact Record

You can see if a lead has opted in through a contact's Life of the Lead and through the Memberships tab. To check to see if a contact has opted in:

    1. Click Contacts in the left toolbar.
    2. Click the desired contact.

      Select Contact

      Click to enlarge.

    3. Click:

      • The Life of the Lead tab and locate the  OptedInToReceiveEmail.png  Email Opt-in event.

        Life of the Lead Opt In Event

        Click to enlarge.

      • The Memberships tab and locate any available  thumbs-up.png  Opt-in entries under Engagement and Consent Statuses.

        Memberships Opt In Status

        Click to enlarge.

 

Manually Opting In Contacts

To manually double opt-in contacts that have expressed that they want to receive communication, do the following:   

    1. Click Contacts in the left toolbar.
    2. Click the desired contact.

      Select Contact

      Click to enlarge.

    3. Click  12more.png  More Options > Double Opt-in to Emails in the contact record.

      Double Opt In a Contact

      Click to enlarge.

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