How to Create a Double Opt-In System

July 30, 2024•1 min read

Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR (General Data Protection Regulation). This means that once a lead opts-in, they must confirm the opt-in to continue receiving information. The Double Opt-In System can also be used to request a verification of information such as an email address. To create a double opt-in, here's what you can do:

Step 1:

Use a triggering action (such as Form Submitted) to have the original opt-in send them through a Campaign or Workflow series, requesting that they confirm the opt-in. This can be a follow-up confirmation email, text, or both.

Step 2:

Within that communication, include a trigger link for them to confirm.

NOTE: Check out our tutorials on creating Trigger Links if you need assistance.

Step 3:

Set up a trigger action so that when the “Confirm Opt In Trigger Link” (whatever you named that which you created in Step 2) is clicked, the rest of the communications/interactions take place (i.e. any nurture campaign sequences, tag applications, pipeline changes, workflows, etc.)

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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