Setting Up Double Opt-In

Double Opt-In (DOI) is a subscription confirmation. It is an official requirement by many current customer privacy policies (GDPR). After filling in the subscription form, the user receives a confirmation email. By clicking the link in it, they confirm their email address and agree to receive promotional content from you.

In this guide, we'll look at how to set up DOI if you're integrating a third-party form.

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Note

You can create a form directly in the Reteno.
Also, we provide ready-made integrations with websites on Wix.

  1. Creating a Confirmation Email

  1. In Messages > Messages, click Create email and select a welcome email from basic templates. For your convenience, it already has the default text and button. Edit the template according to your needs.
  1. Assign an event to the confirmation link in this email. An event is a signal about the customer’s action (subscription) sent to the system and triggers a specific workflow.

Click the CTA block, and select a pre-created event Confirmed subscription. Click Save.

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Note

You can add the link to your own confirmation page. It’s standard by default, but you can direct subscribers to your corporate page.

  1. Creating Workflow to Send a Confirmation Email

This workflow is launched after the user fills in the subscription form.

Instruction on setting up:

  1. Go to Automation > Event types and click Create new event. Fill the fields, and select Subscribe/Unsubscribe in Category. For your convenience, if you use our subscription form, name the created event Filled form. If you use your form, name the created event Subscribe contact.
  1. Go to Workflows and click New workflow. Enter a workflow name and build the following workflow:

It should include the block Task with two required fields filled:

  • Task name – Obligatory email;
  • messageId – the confirmation email you have created at the previous step.

You can build a more complex workflow with Timer and the Condition block Contact confirmed:

  1. Click Save.

  2. Creating Workflow to Confirm a Contact in the System


The second workflow is launched after the user clicks the confirmation link in a confirmation email.

  1. In Automation > Workflows, click New workflow. Enter the workflow name and build the following workflow:

It should include the block Task with a required field:

  • Task name – Confirm contact.
  1. Click Save.

  2. Setting Up Trigger Configuration


  1. In Automation > Workflows, select the first workflow and click Trigger configuration.
  1. In On event, select Filled form or subscribeFromApi (the event you've created above).
  2. If needed, set up a launch condition (1 hour by default). You can opt that the users who fill in the subscription form several times a day still receive only one confirmation email. In case of re-subscribe, another event - subscribeUpdateFromApi - will be sent. The confirmation email won't be sent, and the contact data will be updated. Click Apply.
  1. Follow-Up Welcome Series

You can add a welcome email or a series of welcome emails to your contact confirmation workflow. They will be sent after the contact confirms the subscription and gets active in the system. You can vary the number of welcome emails depending on your needs.

Note! A contact becomes available (active) for your campaigns only after they confirm their subscription in the confirmation email. You cannot send bulk campaigns to unconfirmed contacts.

After all the settings, run a test: fill in the form on the website and check if your email address gets to the segment Subscribers in the system. This segment is the default, but you can specify the segment name in the request if you send contact data via API.

Notes

  1. If you have several forms assigned to different confirmation emails, you need to create separate workflows and events for each form.

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Important

For the event category Click, Key is a required field. The text is optional, but we recommend using Latin without numbers. For example: click, subscription, confirmation, etc.

  1. When creating a subscription form, add a checkbox with your terms of use. According to the GDPR rules, the user must check the box to confirm they agree to your terms of use and privacy policies and want to receive bulk campaigns from you.