What is double opt-in? Double Opt-In refers to a method of collecting Contact information, where Contacts must take two actions to confirm their willingness to provide such information. If you have ever filled out a form on a website and then received an email that said something like “Click here to confirm your subscription”, then you have already been a part of a double opt-in process.
Why is double opt-in important? For starters, double opt-in helps to ensure that the Contacts filling out our forms are the actual Contacts themselves. Without a double opt-in process, an individual could simply fill out our form with erroneous information (or the information of others) and that information would then be used for our mailing lists. If these contacts did not want to receive information on our services or products, they could Unsubscribe from the emails or worse, mark them as SPAM. If the email address provided was inaccurate, this could impact our Hard Bounce percentage when sending.
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. This article will walk you through how to set up double opt-in using SharpSpring.
Step One: Create Your Form
The double opt-in begins with creating a form in SharpSpring. For double opt-in, you will need to use a SharpSpring form (meaning you cannot use a Native or Third-party form to support this process).
Step Two: Identify the Form as a Double Opt-In Form
Once you have created your SharpSpring form, head over to the General tab so that we can make a small edit to have this form tied to a double opt-in. Once in the General tab, scroll down to the bottom section entitled Form Data, and simply check the checkbox stating “Send contact an email that allows them to explicitly opt-in to receiving emails.”
Once this checkbox is selected, Contacts who fill out this form will automatically receive a confirmation email upon form completion, required to finalize the double opt-in. If you would like to show a customized “Thank You” message making the Contacts aware that a confirmation email is on the way, you can do so by using the “Use Custom Thank You Page” option under Form Data, and create your own thank you message.
Step Three: Creating Your Double Opt-In List
Now that we have set up our Form for double opt-in, we now need to set up a List that will capture these opt-ins. To do so, head into your List section (under the Automation tab) and create a new list. From here, we will be adding a simple Trigger rule to add Contacts who complete the double opt-in process to the list. You will use the Trigger event: When a contact “is explicitly opted-in to receive email” to configure the double opt-in list. All Contacts that complete the double opt-in will then be added to this list.
Step Four: Checking our Contact Records
Now that we’ve set up our double opt-in, we can check our Contact records in the platform and see whether or not they have opted-in or not. Simply head into their contact profile, and at the top of the screen you will see a checkbox that indicates whether or not the specific contact has completed the opt-in.
There will also be flags by the contacts email on their record indicating their opt-in.
Or clarifying language for those contacts who have not opted-in to receive emails.
Finally, the opt-in event is captured upon the contact’s Timeline, memorializing the exact moment this event occurred.
Congratulations, you have now successfully created a double opt-in process.