Double Opt-in¶

A double opt-in, also referred to as a confirmed opt-in, may be required in some countries for marketing communications, due to anti-SPAM laws. Confirming consent has several other benefits, as well: it validates email addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only includes engaged contacts in the mailing list.

When the Double Opt-in campaign template is used, a new mailing list titled, Confirmed contacts is created in the Email Marketing app, and any new mailing list contacts that are added to the default Newsletter mailing list are sent a confirmation email to double opt-in. The contacts that click on the confirmation link in the email are automatically added to the Confirmed contacts mailing list in Odoo.

Important

When using the Double Opt-in campaign template, only the contacts in the Confirmed contacts mailing list are considered to have confirmed their consent.

Use the Double Opt-in campaign template¶

Open the Marketing Automation app, and select the Double Opt-in campaign template to create a new campaign for confirming consent.

Tip

The campaign templates do not display, by default, when there are existing Marketing Automation campaigns. To display the campaign templates, type the name of a campaign (that does not exist in the database) into the Search… bar, then press Enter.

For example, searching for empty displays the campaign template cards again, as long as there is not a campaign with the name “empty” in the database.

Campaign configuration¶

Upon creation of the campaign, the campaign form loads with a new preconfigured campaign.

The Target and Filter configurations of the campaign are as follows:

Name: Double Opt-in
Responsible*: The user who created the campaign.
Target: Mailing Contact
Unicity based on: Email (Mailing Contact)
Filter:
- Email is set
- Blacklist is not set
- Mailing lists contains Newsletter

* The Responsible field is only visible with Developer mode (debug mode) activated.

Important

The Target model of the campaign should not be modified. Changing the Target model with activities in the Workflow invalidates the existing activities in the Workflow.

The Double Opt-in campaign template is intended to only use the Mailing Contact model.

The campaign loads two activities in the Workflow section of the campaign: an email activity, with a child server action activity that triggers on click.

By default, the Confirmation email activity is set to trigger 1 Hours after the beginning of the workflow. In other words, the email is sent 1 hour after a new contact is added to the Newsletter mailing list.

The email activity uses the preconfigured Confirmation email template, which contains a button for the contact to click to confirm their consent.

To modify the email template, select the Templates smart button at the top of the campaign form. Then, in the list of templates, select the Confirmation email template.

Be sure to personalize the contents of the email template; however, it is recommended to keep the contents of double opt-in confirmation emails short and to-the-point.

The default confirmation button, in the body of the template, links directly to the database’s website homepage. Click on the button to edit the button text and URL.

Tip

To provide a streamlined experience for the contact, consider creating a page on the website that expresses gratitude to the contact for confirming their subscription to the mailing list. Add the link to that page in the URL of the confirmation button.

Important

The email template should only include a single call-to-action link for confirmation, other than an unsubscribe link.

Any click on a link (or button) included in the confirmation email, besides the unsubscribe button, triggers the Add to list server action.

The child activity Add to list server action’s On click trigger cannot differentiate between multiple URLs in an email, besides the /unsubscribe_from_list unsubscribe button that is included in any one of the footer blocks.

The Add to list server action activity triggers immediately after a click in the parent Confirmation email activity is detected.

When triggered, the Add to list activity executes the Add To Confirmed List server action, automatically adding the contact to the Confirmed contacts mailing list, if they are not already in the mailing list.

To modify the server action, select the title of the activity to open the Open: Activities pop-up window and edit the server action activities configuration.

Tip

Consider setting an Expiry Duration to prevent executing the activity after a specific amount of time.

Important

It is not recommended to modify the preconfigured Python code in the Add To Confirmed List server action, as doing so may trigger a change in the database’s pricing plan.

Once the campaign configuration is complete, consider launching a test to verify the campaign executes as expected. If the campaign testing is successful, Start the campaign to begin sending double opt-in confirmation emails to Newsletter mailing list contacts, and fill the Confirmed contacts mailing list with engaged contacts.

Double Opt-in use-case¶

Example

To prepare for sending newsletter marketing emails on an Odoo database, a mailing contact list must be procured. One way of collecting subscribers is through a sign-up form on the website that adds contacts to the Newsletter mailing list on the form submission.

Before sending any marketing emails, use the Double Opt-in campaign template in the Marketing Automation app to confirm marketing email consent from the contacts in the Newsletter mailing list.

After launching the Double Opt-in campaign, view the contacts that have double opt-in in the Confirmed contacts mailing list (Email Marketing app ‣ Mailing Lists ‣ Mailing Lists).

Now, the Confirmed contacts mailing list is ready to be used for sending newsletter marketing emails from an Odoo database.