Hi all,
We’re experiencing a challenge with how HubSpot handles double opt-in, and I’d like to hear if others are facing the same.
As it stands, double opt-in in HubSpot is applied globally and not differentiated by communication type. This means that even non-marketing content, such as updated price lists or other essential information, can’t be delivered unless the contact has completed the double opt-in process.
This creates issues, especially in B2B communication where there is already an established business relationship, and where such consent is not legally required for transactional or service-related communication. In practice, important information is now blocked simply because the system doesn’t distinguish between different categories of outbound communication.
We would very much welcome a solution where double opt-in can be applied more selectively, either per communication type, list, or lifecycle stage.
Is anyone else dealing with this? And is there anything on the roadmap that could allow for more flexible handling of double opt-in?
Thanks in advance.
Hi @MortenU,
The product team has mentioned multiple times that they are currently working on better double opt-in functionalities – whether that will include what you’re describing as a requirement is however unclear.
Generally, it is already possible to set up a HubSpot portal according to your requirements. It requires a Marketing Hub Professional subscription and ideally the transactional email add-on.
High-level, here’s what you would do:
- Keep system double opt-in feature activated but limit to an unused page
- Configure your own automated double opt-in emails (the confirmation link is accessible as a token when adding a link under the link type “Email subscription link” > “Subscription confirmation”)
- Configure contact-based workflows that enroll contacts only when they meet your double opt-in required criteria
- Adjust existing workflows to only hold back those emails that require a confirmed email address, based on the ‘Marketing email confirmation status’ property
The devil is in the detail, especially when it comes to existing configuration and workflows, so don’t follow the above blindly. I have helped customers set this up more than 50 times by now so let me know if you’d like help on this.
Best regards!
@karstenkoehler - is the confirmation link still accessible as a token when adding a link? I’m only seeing the option to add a URL link. We’re on Marketing Hub - Professional, so not sure if we need additional access that I’m missing?
This has literally been bothering me since we signed up a few years ago, and I finally thought I found a solution 
Hey @BTomjanovich,
Thanks for following up here.
I’m also re-tagging @karstenkoehler for visibility!
Shane, Senior Community Moderator
@BTomjanovich I’m not sure where you’re adding that link (it doesn’t look like the regular link option in the email editor), but yes, it’s still there, across subscriptions, as far as I know:
If your adding a link to a custom module, that might explain the limited options.
Thanks! I wasn’t working in Marketing Emails yesterday, because in the past when I had worked on this setup (several years ago) - double opt-in was set globally with no option to change. I didn’t realize that by switching the feature to a specific page only, that it would remove that requirement on marketing emails.
Imagine my relief yesterday when it did work - that the very manual opt-in process we’ve used for the past several years for thousands of users can now be automated.
I’m beyond grateful to have come across your response to this user’s post, THANK YOU!
