Is this possible to double opt-in for every subscription separately?

[EFilatov]

I enabled Double opt-in and GDPR.

Created 2 forms with a consent checkbox for a specific Subscription type:

• Form 1, subscription type 1
• Form 2, subscription type 2

Open form 1, set the check box, submit
Get confirmation email, confirm.
User contact is created - OK.
User has subscription 1 marked as "Subscribed" - OK.

(In another browser or device)

Open form 2, set the check box, submit.
Issue: Confirmation email never comes.
User automatically gets subscribed to Subscritpion 2.

Does it mean that since a user has opted-in, their subscriptions are no longer protected?

[karstenkoehler · Accepted solution]

Hi @EFilatov,

Correct - the email confirmation in HubSpot is in that sense universal and applies to all subscription types. It is more a general confirmation of the email address and less a confirmation of a subscription.

https://knowledge.hubspot.com/marketing-email/what-is-the-marketing-email-confirmation-status-contac...

If you wanted to have this per subscription type, you would have to design your own double opt-in process from scratch, using contact-based workflows, custom properties and ideally transactional emails, requiring a Marketing Hub Professional subscription and the transactional email add-on.

Let me know if you have any follow-up questions!

[EFilatov]

Thank you for the quick answer.  Could you please check if my understanding correct?
- We can't send emails to non-marketing users, so the first opt-in is always the "standard" one, provided by HubSpot;
- All next modifications have to be done using contact-based workflows: e.g. user could get a custom email message with a button "Confirm data update/ subscription" with a custom action.

As far as I understand, it may protect user subscriptions, but, user details are still not safe. For example, if a form has fields such as user name, anybody who knows the email can update it. Same about any other user details on the form.
Am I missing something? Looks like I'm not - https://community.hubspot.com/t5/HubSpot-Ideas/lock-a-property-on-form/idi-p/280996

[EFilatov]

[deleted]

[karstenkoehler]

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@EFilatov wrote:

- We can't send emails to non-marketing users, so the first opt-in is always the "standard" one, provided by HubSpot;

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I'm not sure what exactly you're referring to here. In forms, you can specify for each consent checkbox which subscription type it relates to. It's not necessarily a standard / default. Please also be aware that marketing contact status is something different than consent: https://knowledge.hubspot.com/records/marketing-contacts

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@EFilatov wrote:

- All next modifications have to be done using contact-based workflows: e.g. user could get a custom email message with a button "Confirm data update/ subscription" with a custom action.

---

Correct.

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@EFilatov wrote:

As far as I understand, it may protect user subscriptions, but, user details are still not safe. For example, if a form has fields such as user name, anybody who knows the email can update it. Same about any other user details on the form.

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Correct.

Best regards!

[EFilatov]

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@karstenkoehler wrote:

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@EFilatov wrote:

- We can't send emails to non-marketing users, so the first opt-in is always the "standard" one, provided by HubSpot;

---

I'm not sure what exactly you're referring to here. In forms, you can specify for each consent checkbox which subscription type it relates to. It's not necessarily a standard / default. Please also be aware that marketing contact status is something different than consent: https://knowledge.hubspot.com/records/marketing-contacts

---

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I'm refering to this:

https://knowledge.hubspot.com/records/marketing-contacts#tools-that-only-work-with-marketing-contact...

> The following marketing tools in your HubSpot account will only work for contacts set as marketing:
> - Marketing emails, including follow-up emails after form submissions.

I'm getting error "Email not sent" if I'm trying to send an email to a user who hasn't opted-in (OK, since Double opt-in is enabled now) and not marked as "marketing user" (before enabling Double opt-in and GDPR I tried to implement Opt-in using workflows).

[karstenkoehler]

@EFilatov marketing contact status is a billing feature, not a consent feature: https://knowledge.hubspot.com/records/marketing-contacts

Make sure that you have "Set contacts as marketing" enabled in the options tab of your form.

[EFilatov]

My applogies, I didn't understand what "transactional emails" are.

Could you confirm this?

1. Without "Marketing Hub Professional subscription" and "transaction emails" we can only automatically send "marketing emails" which require recipients to be "marketing contacts";
2. If double opt-in is enabled, it's also not possible to send any emails to users who haven't opted-in;

3. If we purchase and enable "transaction emails add-on", then we will be able to send "system messages", like custom confirmation emails to non marketing contacts.

Is this correct?

[karstenkoehler]

@EFilatov 

1. Correct.
2. Double opt-in refers to an email confirmation in HubSpot. https://knowledge.hubspot.com/marketing-email/what-is-the-marketing-email-confirmation-status-contac... Opt-in refers to a subscription type. Those are two different things. https://knowledge.hubspot.com/records/manage-your-subscription-preferences-and-types - with GDPR settings and "Legal basis required" enabled as well as double opt-in enabled, both must be met. A contact must have a confirmed email address and an opt-in - at least with the default settings. There are workarounds with a custom double opt-in where this can be bypassed.
3. Correct.

Best regards!