As part of GDPR compliance, single opt-in and double opt-in are ways of ensuring that leads have agreed to your terms and conditions, which enables them to be contacted. This document will take you through both options, depending upon your requirements.
- You will need to create a campaign (see Creating a Campaign more on how to do this) with a form which will contain the opt-in field (see Creating/Editing A Form for more on form building).
Adding and Editing the Opt-in Form Type
Add a field to your form and change the type to Opt-In.
Customising the Opt-in Checkbox Text
Click the Edit Options button on the form block to bring up a modal which will allow you to edit the main opt-in checkbox.
The text can be changed by editing the content on the right of the terms box. You can add/edit your own privacy link by wrapping your desired copy in a HTML link tag, as shown below.
Customising the Contact Method Label/Title
Click the Edit Options button on the form block to bring up a modal which will allow you to edit the contact method label/title.
Edit the text to the right of the contact_choice input to change the label/title, or click the cross to remove this label/title.
Customising Contact Method Checkboxes
Once your opt-in type has been added to your form, you will be able to see 4 contact methods added by default (email, tel, sms, post).
To customise these options, click the Edit Choices button on the opt-in form block to bring up a modal which will allow you to add new options, edit the value and labels of options, re-order options and remove options.
A double opt-in campaign allows the campaign to verify if a lead has opted in to your initial data capture form and to a follow up email. This is achieved by triggering a conversion pixel upon the completion of the aforementioned data capture form and click through to a secondary landing page.
The process starts with a normal email asset which arrives in your leads inbox.
E.g. Email Creative
Upon click through of this asset, your lead arrives at a landing page where they will complete the form (which includes the first opt-in checkbox as described in the single opt-in instructions above).
E.g. Landing Page
Once the data capture form on the landing page is completed by the lead, a secondary double opt-in email is automatically sent to the lead (based on the email address provided during data capture).
This email will link through to a double opt-in landing page which fires a conversion pixel, and in-turn marks your lead as valid as the double opt-in process has been completed.
E.g. Opt-in Landing Page
- You will need to create a campaign (see Creating a Campaign for instructions on how to do this).
- The campaign needs your main email asset (see Creating Assets and Tracking Links for more on this) and your main landing page already setup (see Creating a Hosted Landing Page for more on this) before the double opt-in email asset and landing page can be setup.
- The form will also require an email data capture field to trigger the automatic send of the opt-in email (see Creating/Editing A Form for more on form building).
- For double opt-in to work successfully, all leads need be generated via a publisher tracking link which allows the platform to track the entire process outlined above.
Setup your Campaign for Double Opt-in
Within your campaign, go to the Admin tab, select Setup and find the Double Opt-In setting. Set this value to Yes to enable it for your campaign.
Adding the Opt-in Email
Your opt-in email should contain a link directing your lead to your opt-in landing page. Therefore, a link placeholder must be added to your opt-in email creative (see Creating Assets and Tracking Links for more on this).
This placeholder will allow a secondary tracking link to be setup within the campaign, creating the link between the opt-in email and opt-in landing page (more on this in the 'Setting Up Opt-in Tracking Links' section below).
The below shows an example of the opt-in link within the opt-in email HTML with a placeholder of ##link2##.
If your opt-in email has the above placeholder included within the HTML, upload the email creative to the campaign assets (see Creating Assets and Tracking Links for more on this).
Once uploaded, click the edit button on your opt-in email and change the type to Double Opt-in Email.
Then select the form that your double opt-in email will be linked to. This means that once the selected form is completed by a lead, this opt-in email will be automatically sent to the inbox of the email address entered in the data capture form.
Add the Opt-in Landing Page
Your landing page must contain a conversion pixel, which will fire once your lead is directed to this page after clicking on the opt-in email link. This pixel allows the platform to recognise that the lead has completed the double opt-in process.
Create your opt-in hosted landing page (see Creating a Hosted Landing Page for more on this), however this time include the iframe conversion tag anywhere in the body of your landing page HTML. Since this landing page doesn't require any data capture, the ##iframe## placeholder doesn't need to be included.
The conversion tag can be found under the Embed Tags section within the Tracking tab, under the Secure iFrame Conversion Tag area.
Upload your opt-in landing page to the campaign. You may come across a prompt along the lines of 'This asset does not contain an ##iframe## tag' whilst uploading your landing page; this can be ignored as this opt-in landing page does not require a form.
Setting Up Opt-in Tracking Links
Within your campaign tracking links (see Creating Assets and Tracking Links for more on this), you should now have two tracking links. One for your initial data capture landing page, and another for your double opt-in landing page. The placeholder of your double opt-in landing page must match the placeholder used in the HTML of the opt-in email creative.
Once all the above steps have been completed, your campaign is complete and ready for double opt-in.