What is Double Opt-In?
Double opt-in is a process where a user confirms their wish in being contacted twice, once during the data collection and the other via an email.
How does this work on the Convertr Platform?
Convertr provides the additional functionality to gain double opt-in on the campaign.
With GDPR, businesses may prefer to follow the best practice method of reinforcing their opt-in method with a double opt-in – with the right set up, both are possible with Convertr.
As opt-in is a legal requirement when collecting data, it is the default setting.
How it Works
How it Helps
Every Convertr form provides the functionality to ensure every lead generated via that form has opted-in, although some users may wish to add an additional layer of protection and confirm the data being collected really belongs to the individual submitting the data.
For users wishing to do this, Convertr can immediately send a welcome email to the user to confirm their opt-in (commonly known as double opt-in).
For additional safety, Convertr won’t start processing the data until the user has confirmed their opt-in via the email link.
Enabling Double Opt-In for Your Campaign
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.
- Email creative: The process starts with a normal email asset which arrives in your leads inbox, normally sent via publishers/marketing automation.
- Landing Page: 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).
- Data capture: 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).
- Opt-in email: This email will link through to a double opt-in landing page which fires a conversion pixel. Following this, the lead is removed from a holding state and can start being processed.
You will need to create a campaign. The campaign needs your main email asset and your main landing page already set up before the 'double opt-in' email asset and landing page can be set up.
The form will also require an email data capture field to trigger the automatic send of the opt-in email
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.
Setting Up Your Campaign for Double Opt-In
Within your campaign, go to Setup section under the Admin tab 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.
This placeholder will allow a secondary tracking link to be set up 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.
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, 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 of the Tracking tab section of the campaign, under the Secure iFrame Conversion Tag area.
Upload your opt-in landing page to the campaign.
Note: You may come across a prompt along the lines of 'This asset does not contain an ##iframe## tag.' whilst uploading your landing page, however 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 2 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.