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Reconfirming Lists

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Justin Garrett
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It is important to make sure that you are sending emails to recipients that want to receive those emails. Otherwise, you could be sending spam. Reconfirming a list, which is asking a group of contacts if they want to continue to receive your emails, is a quick and easy way to ensure that your list is composed of active and valid leads. With recent privacy and consent updates as a result of the GDPR, it is essential for you to keep track of whether your leads consent to receive your emails. If you do not know or do not have that data collected, then reconfirming a list is important for your future marketing sends. This article will outline how to reconfirm a list in SharpSpring.

The following user roles can reconfirm lists:

  • Administrators
  • Marketing Managers


Article Contents


Reconfirmation Process

Reconfirming lists involves tying several different parts of the platform together. To reconfirm a list, you need to send an email that asks the contacts on the list to resubscribe. When the contacts click the link, they will be taken to a thank you page. From there, you then identify all contacts that have resubscribed to maintain a list of those that want to continue correspondence.


Creating a Thank You Page

Before any reconfirmation can occur, you will first need to create a landing page that thanks visitors for resubscribing.

This landing page needs to be created before the reconfirmation email, since you will have to include landing page link in the email.

To create a thank you page for reconfirmation purposes, do the following:

  1. In SharpSpring's top toolbar, click
    Content > Pages.
  2. Create or edit a landing page.
  3. In the left panel, click  plus2.png  Add Content.
  4. Add a block.
  5. In the left panel, click  pencil.png  Edit Content.
  6. Replace the text with a message stating that they have been resubscribed.
  7. Replace the images and colors with your brand style.
  8. Click Publish.
  9. In the left panel, click  file-text.png  Page Settings.
  10. Copy your Funnel URL.

Hold on to the Funnel URL. You will need to access it later.

  


Click to enlarge.


Example completed page. Click to enlarge.
Note: Examples of resubscription messages include:

  •   Thanks for resubscribing.

  •   Thank you. We have
       updated your
       subscription status.
 


Creating a Reconfirmation Email

To create a reconfirmation email, do the following:

  1. In SharpSpring's top toolbar, click
    New > Email.
  2. In the Simple Templates folder, locate
    the One-Column template.
  3. Click  plus2.png  New Email from Template.
  4. Enter a name for the email.
  5. Set any applicable additional optional parameters.
  6. Click Add Email.
  


Click to enlarge.


Configuring Reconfirmation Email Content 

To set up the content in a reconfirmation email, do the following:

  1. In the created reconfirmation email's preheader, enter a reconfirmation statement or question.
  2. Replace the email's image with your company logo.
  3. Replace the email's headline with a reconfirmation question. 
  4. In the body of the email, enter the following content:

      •   A statement about how you want to
           make sure that the reader is still
           interested in receiving your emails.

      •   A statement stating to click the
           following button to resubscribe.
  5. Insert a button.
  6. Double-click the button.
  7. In the panel on the right, in the Text field, enter Resubscribe.
  8. In the Link field, enter the thank you landing page URL.
  9. In the left panel, click  email.png  Send Settings.
  10. In the Subject section, set the email's subject as a question as to if the viewer would still like to receive your emails. 
  11. Click Save.  
     


Click to enlarge.


Example completed email. Click to enlarge.
Note: Examples of reconfirmation statements and questions include:

  •   Please confirm your
       subscription.

  •   Do you still want to
       receive our emails?


Creating Reconfirmation Automation

To create the automation necessary to send emails to contacts on a list, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Visual Workflows.
  2. Create or edit a visual workflow.
  3. Under the applicable workflow segment,
    click + Add > Trigger.
  4. In the list that appears, under Email,
    click visits from the email.
  5. Select the created reconfirmation email.
  6. In the By clicking this link (optional) field, enter the URL of your thank you landing page, including the appropriate wildcard parameters.
  7. Click OK.
  8. Under the trigger, click + Add > Action.
  9. Under Contact Edit Actions, select
    change contact field.
  10. In the Field Name field, enter Is Opted In.
  11. In the To This Value field, select True.
  12. Set the workflow to Active.
  


Click to enlarge.
Important: Every URL visited from an email needs a wildcard parameter. These wildcard parameters are required for this automation to function.
 

Once the automation is created, any time someone clicks the resubscribe button in your reconfirmation email, they will be explicitly opted in. These contacts will have a  thumbs-up.png  opt-in icon on their profile, as well as an indication that they have explicitly opted in to receive email.

From there, you can build a rules-based list of these contacts by using the is explicitly opted in to receive email trigger. Consider also creating a Visual Workflow that segments contacts, such as placing the contacts on a different marketing campaign.


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