How do I set up a confirmed opt-in email campaign?

How do I set up a confirmed opt-in email campaign?

What is a confirmed opt-in email?

This type of automated campaign is sent to confirm email subscription. There are two types:

Single opt-in - A message to confirm that email subscription was successful & that they will begin receiving emails from you in the future. There is no action required on the subscriber's end.

Double opt-in - A message to confirm that the subscriber wants to join your email list. Until confirmation is received, they will not be sent emails from you. Action is required on the subscriber's end. A double opt-in process ensures that subscribers are real people – not spammers using fake addresses. And, some countries (Australia, Germany & other EU countries) require a double opt-in confirmation for email marketing subscriptions.

In this article, we will cover the process to set up a double opt-in confirmation campaign. The double opt-in will require use of a Delivra link for the confirmation action to work correctly. External confirmation links cannot be used in this type of campaign.

 

When should a confirmed opt-in be sent?

Immediately following subscription. 


How-to build the campaign

  1. Navigate to Campaigns.
  2. Select "Create Campaign" in the top-right corner of the page.
  3. Select "Automated Email" for the Campaign Type and then select "Confirmed Opt-In" as the automated campaign type.




  4. Configure the rest of the fields for your campaign (choose your template, set your From line, etc.) then click the "Save and Next" button.
  5. In the email designer you will create a button or a text link for the confirmation action. When creating the link, choose the hyperlink type "Needs confirm":




  6. Follow the rest of the Create a Campaign Workflow, through the Preview and Test steps.
  7. In the Activate step, set the Campaign Status to "Running" to turn the campaign on.


 Other notes about this type of campaign:

    • The campaign must be set to running status in order for it to be sent.
    • The campaign will not be sent until the next form submission, API call, or CSV import occurs to call it.
    • You can return to the campaign anytime and turn it off by selecting "Not Running" in the Activate step of the Create a Campaign workflow.

 

How are automated confirmation emails sent?

Automated confirmed opt-in campaigns can be configured to send when a form is submitted, when a CSV import occurs, or when new contacts are added via API.


Send via Form submission

Assign your automated message to a form. In the form editor, navigate to the information tab (right side). In the "Sign-Up Message" section, choose the type of automated message from the "Automated Sign Up Message" drop-down. Choose "Send one confirmation message" to send your confirmed opt-in email to contacts submitting the form.


 

Send via CSV import

In the CSV import process, open the "Import Action" menu under the "Define Import Rules" section. Set the Import Action to "Import as unconfirmed contacts and send confirmation request". 



Import Action notes:
Similarly, if you have configured an automated welcome campaign, choose "Import as regular contacts and send hello message".
 
Send via API

A contact status of needs-confirm can be sent with the API call to add a new contact & send a running status confirmed opt-in email. Visit our API portal.

 

The recipient of a confirmation email will be placed in a contact status of 'confirm' in your Delivra account. If they click the opt in link, they'll change to normal status. If they don't choose to opt-in, they will always remain in a confirm status and no mailings will be sent to them.


    • Related Articles

    • How do I set up an automated welcome campaign?

      What is an automated welcome campaign? This type of campaign can be configured in your account to send automatically when specified. This type of email is sent to new contacts and is typically the first contact between you & a new subscriber. How are ...
    • Send a campaign

      You can create a campaign using a guided workflow that requires only a few steps to complete. If you are not there already, navigate to your Campaigns dashboard to begin. Click the “Create Campaign” call to action button to launch the guided ...
    • Send a multivariate campaign

      Multivariate is a type of campaign that you can send from Delivra. This type of campaign allows you to test email components, like the subject line or email design, to determine if changes impact recipient engagement with the campaign. You can create ...
    • Set up a triggered campaign | Delivra Air

      This how-to article outlines the process of creating a triggered campaign in the Delivra Air system. If you are not a Delivra Air user, please see this article for this process in the legacy system. Tip: Open the images included in this article in a ...
    • Can I upload HTML for my campaign design?

      Yes. In the campaign creation process you have an option to upload your own HTML file that was designed outside of Delivra's system. Follow these easy steps: Start a new campaign, or edit an existing campaign. In the Setup step scroll to the Design ...