FAQs in this section
What is GDPR?
How does GDPR affect email marketing?
What is double opt-in (for GDPR)?
Who should create a GDPR compliant email marketing process?
How do I create a GDPR compliant email marketing process with Vtiger?
How do I configure double opt-in?
How do I obtain an email opt-in from my leads and customers through a webform?
Can I obtain a double opt-in from a customer through a webform?
I am not able to send the double opt-in confirmation email to a customer.
A contact's Email Opt-in field has changed to Opted out (contact). Why?
Which email address is used to send the double opt-in confirmation?
What are the rights of customers according to the GDPR law?
How does the double opt-in confirmation work?
Table of Contents
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:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Click on the contact you want to send the request to.
- Click the Details tab on the right sidebar.
- Look for the Email Opt-in field.
- Click the Request Confirmation link attached to the field.
A double opt-in confirmation email is sent to the contact. When the contact clicks the Confirm my subscription link in the email, it provides you a double opt-in to send them marketing emails. Also, the Email Opt-in field in the contact record is set to Double opt-in (contact).
The email will also contain an unsubscribe link. By clicking the link, the contact will be able to see the marketing lists that they are a part of, and they can unsubscribe from one or more lists. Also, if a contact unsubscribes from a list, then the Email Opt-in field in the contact record is set to Opted out (contact).
Note:
- You can send a double opt-in request only once in 24 hours.
- The double opt-in email sent to a contact is logged in the Activity section when Updates is enabled in Filters.
- When you edit the Primary Email field in a contact record, then the Email Opt-in field in the contact is set to None.
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