How to set up double opt-in
In this article, you will learn how to set up double opt-in on your sales funnel.
What you will need:
- A SystemeScale account
- A sales funnel β How to create a funnel
- An opt-in page β How to create an opt-in page
What double opt-in does
Double opt-in adds a confirmation step after someone registers through your form. Instead of being fully added to your list immediately, the contact must click a confirmation link sent to their email address.
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Why use double opt-in?
Double opt-in helps confirm that the email address belongs to the subscriber and can improve the quality of your contact list.
Step 1: Open the page editor
To activate double opt-in, open the page editor for the opt-in page where your form is located.
1
Open your sales funnel
Go to the sales funnel that contains your opt-in page.
2
Open the opt-in page editor
Select the opt-in page, then open the page editor.
Step 2: Enable double opt-in on the form button
Double opt-in is activated from the button settings inside the page editor.
1
Open button settings
Click the Settings icon, also shown as a gear icon, on your button element.
2
Enable double opt-in
Check the box labeled Do you want to enable double opt-in on this form?
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Configure double opt-in per form
Double opt-in is configured individually for each form, not at the account level. Enable it separately on every form where you want confirmation required.
Step 3: Customize the confirmation email
You can also customize the confirmation email that is sent to prospects after they submit the form.
1
Open account settings
Click your profile picture, then select Settings.
2
Open Emails
Click Emails from the settings menu.
3
Find the Double opt-in section
Scroll down to the Double opt-in section.
4
Edit the confirmation email
Click Edit confirmation email to customize the confirmation email content.
5
Save your changes
Click Save to confirm your changes.
Important notes
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Use double opt-in for blog forms
Consider using double opt-in for your blog forms to improve email deliverability.
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Unconfirmed contacts are deleted after 24 hours
If a contact does not click the confirmation link within 24 hours of registering, they will automatically be deleted.
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Emails and automations wait for confirmation
All emails and automations are paused until the contact confirms their registration by clicking the confirmation link.
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Need help with button settings?
Review the button configuration guide if you need to confirm the correct action and form behavior for your opt-in button.
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