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Customise the double opt-in confirmation email
Customise the double opt-in confirmation email

Add your logo to the default system email, or set a triggered campaign as your double opt-in confirmation email.

Laura Russell avatar
Written by Laura Russell
Updated over 6 months ago

If you have chosen to enforce email double opt-in on your account, then when your contacts with an email address sign up (or are imported, depending on your settings) they are sent a verified double opt-in confirmation email. Once they click the double opt-in link in this email to complete the verification process, their email address is added to your account. By default, a system-generated email is used for this purpose.

To preview the system-generated email:

  1. Expand the User menu and go to Settings > Contacts > Subscription settings.

  2. Select PREVIEW.

There are two options for customising the double opt-in confirmation email. You can either add a logo of your choice to the system-generated email, or, for greater customisation, you can design and select a triggered email campaign. This allows you to add your branding and your own wording to the email, so a recipient can easily recognise that the email has come from you.


Before you start

Things you need to know:

  • An account can only use one double opt-in confirmation email at a time. All double opt-in confirmation emails sent from the account use either the system-generated email, or a triggered campaign, if selected.


Add a logo to the default email

  1. Expand the User menu and go to Settings > Contacts > Subscription settings.

  2. Select CHOOSE FILE to upload an image file of your logo.
    The logo that you add here is also added to the default resubscribe confirmation email.

  3. Select PREVIEW to see both the double opt-in confirmation email and the resubscribe confirmation email.
    Expand the drop-down menu at the top of the window to switch between the two.

  4. Select SAVE.


Create a custom double opt-in confirmation email

Unsupported content

External dynamic content and Liquid can't be used in triggered campaigns for confirmation emails.

To set a triggered campaign as your double opt-in confirmation email:

1. Create a triggered campaign

  1. Go to Automation > Triggered email and select ADD NEW.

  2. Choose a template and add your campaign details.

  3. Design your campaign.

  4. In EasyEditor, highlight some text in your campaign then select LINK in the toolbar.

  5. Select Double opt-in.
    You can add a link title or edit the link text if you want to.

  6. Select INSERT.

  7. Select SAVE & CONTINUE.

  8. Select GENERATE PLAIN TEXT VERSION to create the plain text version of your email with the double opt-in link.

  9. Select SAVE & CONTINUE or SAVE again.

2. Set the triggered campaign as the double opt-in confirmation email

  1. Expand the User menu and go to Settings > Contacts > Subscription settings.

  2. Under Double opt-in settings, expand the Double opt-in campaign drop-down menu and select the triggered campaign you want to use.

  3. Select SAVE.

You can also set a confirmation action once the contact has clicked the double opt-in confirmation link.

Contacts are then sent your customised double opt-in confirmation email instead of the system-generated one. You can change back to the system-generated email, or choose a new triggered email campaign, at any time.

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