Double Opt-In Follow

Introduction

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 double opt-in, which is a process where a user confirms their consent twice, once during the data collection and the second via an email.

How does this work on the platform?

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.

Prerequisites

• You will need to create a campaign (see Creating a Campaign) with a form which will contain the opt-in field (see Creating/Editing A Form for more on form building).
• The campaign needs your main email asset (see Creating Assets and Tracking Links) and your main landing page already setup (see Creating a Hosted Landing Page) 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.

The Process

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 lead's inbox. Upon click through of this asset, your lead arrives at a landing page where they will complete the form. 

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.  

Setup your Campaign for Double Opt-in

The setup requires three parts - an email, a landing page, and a tracking link. The workflow for this is as follows:

1. Lead enters the platform and is given the status of On Hold - Awaiting Opt In
2. Lead is sent an email to confirm the opt in
3. Lead will only process and deliver to the endpoint once the link in the email has been clicked

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.

Add the Opt-in Landing Page

This will be in addition to any landing pages you have already created for the campaign. This can be created within the platform using a template, or hosted externally.

The landing page will need to include a conversion tag in the below format, which will fire once the lead is directed to this page after clicking the opt-in email link. When implementing the conversion tag on the confirmation landing page, the below link will need to be used:
<iframe src="https://{enterpriseName}.cvtr.io/track/conversion/iframe?CID={campaignId}" height="0" width="0" border="0" style="display:none"></iframe>" height="0" width="0" border="0" style="display:none"></iframe> 
Make sure the placeholders are updated with your enterprise name and the relevant campaign ID. You will need to remove the curly brackets of the placeholders as well.

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

You should now have two tracking links under the Tracking>Links section within your campaign (see Creating Assets and Tracking Links). One for your initial data capture landing page, and another for your double opt-in landing page.

We recommend that a tracking link is used so a placeholder can be used in lieu of the URL. If the URL is ever updated, the use of a placeholder means the asset doesn't have to be updated.

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). 

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##.

The email will need to be built outside of the platform, and imported in. Once imported, the Type must be set to Double Optin Email. The email will need to contain the tracking link so that users are redirected to the landing page created earlier.

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. 

Once all the above steps have been completed, your campaign is complete and ready for Double Opt-In.