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JTrygg
Member

Double Opt-In and gated assets

SOLVE

Hey there,

I'm interested in turning on the Double Opt-In feature in Hubspot. 

I'm wondering how this works when a new contact fills out a form that is gating an asset? 

For instance, does the Contact need to confirm their email via the double opt-in before they are served the asset? Or are they served the asset regardless. 

 

Thanks,

Josh

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Double Opt-In and gated assets

SOLVE

Hi @JTrygg,

 

If your form already includes a follow-up email, contacts will be sent the follow-up email once they've clicked the link in the double opt-in email to confirm that they want to opt in, see here: https://knowledge.hubspot.com/marketing-email/set-up-double-opt-in-for-emails#how-does-this-setting-...


Workflows that send follow-up emails must include "Marketing email confirmation status is any of User clicked confirmation or Customer marked confirmed" in the enrolment criteria, otherwise the email send will be attempted to soon and fail.


Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
RKon
Participant

Double Opt-In and gated assets

SOLVE

Hello @JTrygg 

 

When you enable the Double Opt-In feature in HubSpot, it ensures that contacts confirm their email address before they're added to your marketing email list.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Double Opt-In and gated assets

SOLVE

Hi @JTrygg,

 

If your form already includes a follow-up email, contacts will be sent the follow-up email once they've clicked the link in the double opt-in email to confirm that they want to opt in, see here: https://knowledge.hubspot.com/marketing-email/set-up-double-opt-in-for-emails#how-does-this-setting-...


Workflows that send follow-up emails must include "Marketing email confirmation status is any of User clicked confirmation or Customer marked confirmed" in the enrolment criteria, otherwise the email send will be attempted to soon and fail.


Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes