Double Opt-in Enrollment Feature for Workflows

AllisonZ

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:

 

  • Marketing Email Confirmation Status is any of:
    • Confirmed
    • User clicked confirmed
    • HubSpot Rep. marked confirmed
    • Customer marked confirmed
    • Confirmed from previous behavior

 

doi_1.png

 

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.

7 Replies
anne_becker
HubSpot Employee

This would be immensely helpful!

folked
Top Contributor

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.

sven_montanus
Contributor | Diamond Partner

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! 🙂

CST
Participant

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.

MTSUWD
Participant

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!

 

Best Regards

Marc

jmsrdmnd
Member

Calling on Hubspot to provide updates on this request. 

Status updated to: Not Currently Planned
JoeMayall
HubSpot Product Team

Hey folks,

 

I've connected with the Product team about this Idea and wanted to provide an update. We appreciate your feedback as it's helped us see the need for this double-opt-in feature, but at this time we don't have immediate plans to build this. This is certainly something we'd like to tackle as the resources became available, so please continue to leave feedback on this thread.

 

Best,

Joe

Ideas Forum Manager