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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 a week 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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