DOI for Newsletter Form & Check Box on other Forms


@SKutschinski wrote:

But the DOI settings don’t allow for that kind of specifications to my knowledge. So I will have to create a workflow and set up an Email. I just noticed that the existing email for the DOI that we have set up, can not be used in a workflow.


As I said in my previous reply, you’ll have to ‘abandon’ the system double opt-in and create your own double opt-in solution from scratch.

That involves:

  • Creating an automated email from scratch, adding a hyperlink or CTA, changing the link type to subscription / confirmation.

  • Create a contact-based workflow that only enrolls contacts when they check the subscription checkbox in your form (based on subscription type opt-in), then checks whether the email address has been confirmed before (based on ‘Marketing email confirmation status’), then sends the automated email from step 1

This is currently the only reliable way to send double opt-in emails based on your own requirements and would also allow to set up language, content type, reminder versions of the email address.

As I mentioned there some more nuances to this, including keeping the system double opt-in turned on but limiting it to not firing. It depends on the portal setup on how to proceed exactly.

The general steps however, would be as described above. This gives you full control of when the email is sent, which version of the email is sent and also be close enough to what HubSpot is expecting you to do (still use the default property / double opt-in mechanisms).