If double-opt in is enabled within a portal, we always need to set an additional enrollment trigger on workflows that send marketing emails, to ensure that only contacts with confirmed DOI status will be enrolled and sent the email. The only “workaround” is to set the additional workflow enrollment trigger as:
What happens currently is that contacts are enrolled in the workflow, regardless of their DOI status, which results in the marketing emails not being delivered. There is a lot of manual work involved in having to assess these contacts and manually resend the email.
It would be immensely beneficial to have a double opt-in enrollment feature for workflows in portals where double opt-in is activated. I was imaging some sort of option that when activated in the workflow, will only enroll contacts with DOI confirmed without having to set additional enrollment triggers.
This is currently causing a lot of confusion for customers, especially in Germany where DOI is a legal requirement. Additionally, there are multiple values for Marketing Email Confirmation Status which makes overcomplicates this even more.
we have to enable GDPR and collect someones confirmation (Double Opt-In) before communicating via email. So we need to sent out HubSpots Double Opt-In email whenever a new contact is created in HubSpot.
Thus, it would be very helpful to trigger sending of Double Opt-In email in workflows.
Example use case: Gotowebinar Registration
Customer signs up for Webinar
→ Customer is synced to HubSpot (via Integration)
→ Workflow sends out Double Opt-In email everytime a new customer signs up for a webinar
→ Customer is able to confirm his registration
Currently it’s not possible to send this kind of email in workflow.
I don’t know if this is new or not, but I was able to create an email with a button that links to “Email Subscription Link” with Subscription Type = “Subscription Confirmation” and added this email to my workflow.
This would be a great feature to introduce, especially when using the Shopify integration to create customers, since this integration does not automatically double opt-in customers.
True. This feature in HubSpot is very ‘light’. It is present, but you could also argue it is not. Because there are many instances where this process isn’t waterproof. Please do invest in this.
Same here. We want to send a double opt in mail (+followup) within a workflow that is connected to a wordpress form (a landingpage we created for our product). Mails tend to go to peoples spam folder as we don’t use a double opt in mail.
Would love if that changes soon!
Yes, we need this. Imagine a lead is saved to hubspot, receives the double opt-in request email but ignores or deletes it. A while later the user comes back and wants to e.g. download a whitepaper but will never receive it because the double opt-in was not completed and there is no automatic way to resend the double opt-in request mail, so the user will never be able to receive another mail.
As an alternative solution, this should be possible for Sequences.
I am unsure if there is a legal basis for sending opt-in emails via workflows, as these could be counted as “Automated Emails”, which require opt-in.
However, sequences are one-to-one communication, meaning there is sufficient legal basis.
Agree. Users tend to forget to add the additional enrollment trigger on marketing email confirmation status. In case they forget it, it is not a legal problem (because marketing emails will not be sent without DOI), however there are other problems involved:
HubSpot will attempt to send the marketing email again and again for (I think) 24 hours on an hourly basis which leads to 24 timeline entries (email could not be sent) if the contact does not click the DOI link. If the contacts do not click the DOI link within 24 hours, they will not receive the marketing email at all.
Ich find es sehr bedauerlich, dass man im Sales Starter keinen Workflow für Double Opt In anlegen kann. Die standardisierte Mail ist schlecht und jeder wird mit Vornamen angesprochen.
Ich finde die Regelung, diese nicht ändern zu können ja “in Ordnung”.
Allerdings sollte es zumindest die Wahl zwischen verschiedenen Ansprache-Optionen geben.
Einer unserer Kunden ist wirklich sehr unglücklich mit der flapsigen Ansprache der Standard-Mail. Sehr milde ausgedrückt.
This would be a major improvement. And there’s so much more around DOI handling in HubSpot that urgently requires improvement, e.g. multi-language opt-in emails. Come on, HubSpot – you can do it!
Honestly, I don’t understand why this still hasn’t been taken care off.
The option is available to manually set this value at contact level so why not making this available for workflows. When I tried to achieve this 2 years ago it was already a highly needed option… now more than 2 years ago and millions of people following the GPRD regulations while working at an international company I would expect that Hubspot sorted this out by now.
I see this exactly like Menno and don’t understand how HubSpot can’t be active here.
I can only repeat that it is absolutely illogical to be able to trigger this function manually per bulk even, but it is not available as an option in the workflows.
Especially when working with other systems that synchronize with HubSpot this is an absolute problem!
