Articles in this section

See more

Reconfirming Lists

Avatar
Forest Myers
  • Updated
Follow
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. This article will outline how to reconfirm a list in SharpSpring.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate    
  CRM PRO    
  CRM Free    
        
  Toolbar:    
0NavMarketing.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


Reconfirmation Process

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. 

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
    Content > Emails.
  2. Click Create New Email.
  3. In the Simple Templates folder, locate
    the One-Column template.
  4. Click  plus2.png  New Email from Template.
  5. Enter a name for the email.
  6. Set any applicable additional optional parameters.
  7. 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?


Reconfirmation Automation: Email Actions

To reconfirm lists, you will need to create an automation with multiple branches.

The automation requires that you send a reconfirmation email.

This reconfirmation process can be condensed into an action group.

To create reconfirmation automation, do the following: 

  1. In SharpSpring's top toolbar, click
    Automation > Action Groups. 
  2. Create or edit an action group.
  3. Under Start or an applicable action group branch,
    click + Add > Action.
  4. In the Communication section, click send the email.
  5. Enter the name of the reconfirmation email to send.
  6. Click OK.
   


Click to enlarge.
Important: Action groups will send emails based on your global suppression settings, which are in your Company Email Settings. If you have engagement-based suppression turned on, unengaged contacts and contacts with low engagement will not receive the email through the action group. In this case, you will need to schedule the email to a list.
 


Reconfirmation Automation: Subscription Status

The automation requires a a time delay for the available amount of time you want to give contacts or leads to click the link in the email. To add a time delay and change the contact's subscription status once the link is clicked, do the following:

  1. Under the created action, click
    + Add > Time Delay.
  2. Enter the desired amount of time to delay.
  3. Click OK.
  4. Under the created time delay, click
    + Add > Action.
  5. In the Contact Edit Actions section, click change contact field.
  6. In the Field Name text box, enter Is Unsubscribed.
  7. In the To This Value drop-down menu, select True.
  8. Click OK.
  


Click to enlarge.


Reconfirmation Automation: Adding to Lists

The next part of the automation is to configure a trigger for when a contact visits from the reconfirmation email. This trigger will remove the contact from the parent action group and add the contacts or leads who visited from the reconfirmation email to a list. To create the list trigger and action, do the following:

1. 

Under the created action, click + Add > Trigger.

  


Click to enlarge.

2. 

Click When a contact visits from the email.

  

3. 

Check the Remove from parent action group checkbox.

  

4. 

Ensure the following:

   •   The Gated Trigger radio button is selected

   •   The gated trigger is active

  

5. 

Click OK.

6. 

Under the created gated trigger, click + Add > Action.

7. 

In the List Actions section, click add to list.

8. 

In the List Name text box, enter the name of the desired reconfirmation list.

9. 

Click OK. 

10. 

Under the created list action, click + Add > Action.

11. 

In the Contact Edit Actions section, click change contact field.

12. 

In the Field Name text box, enter Is Opted In.

13. 

In the To This Value drop-down menu, select True.

14. 

Click OK.

15. 

Click the Action Group is toggle to Active.


Reconfirmation Automation: Workflows

Once you have completed this reconfirmation action group, you may want to make this process more automated. This is optional, but it is recommended. This will require a workflow. To automate reconfirmation, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Visual Workflows.
  2. Create or edit a visual workflow.
  3. Under Start or an applicable workflow branch,
    click + Add > Trigger.
  4. In the Email section, click has low engagement.
  5. Under the created trigger, click
    + Add > Action Group.
  6. Enter the name of the created reconfirmation action group.
  7. Click the Workflow is toggle to Active.
   


Click to enlarge.
Note: Because the threshold for low engagement is an engagement score of 4, you may want to alter the time delay in the action group depending on the account’s sending habits. For example,  if you only send emails to contacts once a week, you may want to increase the time delay by a few days to compensate.
 


Additional Automation Considerations

Once completed, you can then schedule this automation to lists that you would like to reconfirm.
Any contact or lead that does not click the link in the email will be unsubscribed after the time frame specified in the time delay. Those that do click the link will be added to a list and will not be unsubscribed.

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.

Was this article helpful?
5 out of 5 found this helpful
Return to top

Related articles

×

What's wrong with this help article?

Still didn't find what you are looking for?