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How do I configure double opt-in?

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To send a double opt-in email, you must first configure your email delivery settings. 

Follow these steps to set up double opt-in email settings:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings.
  4. Select Email Settings under Configuration.
  5. Click the Edit icon.
  6. Scroll down to the Double opt-in and consent emails section.
  7. Enter the From Name.
  8. Enter the From Email address. This is the email address of your company.
  9. Click Save

You can access Settings only if you are an Admin user.

When your leads and contacts have the Email Opt-in field set to ‘None’, ‘Single opt-in (user)’, or ‘Single opt-in (webform)’, you can send them the double opt-in confirmation email. 

Follow these steps to send a double opt-in request to a contact:

  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts.
  5. Click on the contact you want to send the request to.
  6. Go to the Details tab on the right sidebar.
  7. Look for the Email Opt-in field. 
  8. Click the Request Confirmation link attached to the field.
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