Opt-ins help ensure your contacts want to receive your marketing content, and won't report it as spam.
You can use and customise single and double opt-ins, for your forms and landing pages.
This article covers:
-
Launching opt-in & terms
- opt-in template
- manual opt-in -
Single v double opt-in
- Single opt-in
- Double opt-in - Opt-in thank you pages
- Confirmation emails for double opt-ins
- Terms
Launching opt-in & terms
Click Settings → Marketing → Opt-in & terms:
Opt-in template
You have two options. Option 1: Opt-in templates:
Manual opt-in
Option 2: Manual opt-in.
This is useful when you have imported contacts that have previously opted in outside of Upsales. Or perhaps you already have an established relationship, where sending marketing content may be seen as acceptable.
Single v double opt-in
These come with the option of single or double opt-in. You choose the type under Required opt-in type on the Settings tab when you create the opt-in. It can't be changed after you save.
Single opt-in
When a contact submits a form with a single opt-in checked, they're opted in right away. No email is sent.
This means anyone can enter any email address. There's no way to confirm that the email address belongs to the same person who completed the form
Double opt-in
Useful for verifying the email address belongs to the person who completed the form. Here's how it works:
- A contact fills out one of your forms (with an active opt-in).
- The contact instantly receives an email to the submitted email address telling that someone filled out a form with this email.
- This is the double opt-in step: The user now has to click the link in the confirmation email for the double opt-in to be marked as complete.
- After clicking the link, a "Thanks for subscribing" page is opened
Opt-in thank you pages
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Language for text examples
Shows the example text in English or Swedish. Any field you leave empty is saved with the example text in that language. Every visitor sees the saved text. -
Headline
By default it's set to "Thanks for subscribing!". Change to whatever fits your organisation best. -
Description
This is a few lines of text shown below the headline. By default it's set to "You are now subscribed to {{Company.name}}'s email list".
Confirmation emails for double opt-ins
The confirmation email is sent only for double opt-ins. You set it up on the Confirmation email tab. Just like thank you pages, you can customise:
-
Language for text examples
Shows the example text in English or Swedish. Any field you leave empty is saved with the example text in that language. Every recipient sees the saved text. -
Headline
This is the main title of the email. By default it's set to "Please confirm your subscription". You can change this to whatever fits your organisation best. -
Description
When using double opt-in, consider using the text to encourage the user to click the link and confirm their subscription. -
Link to accept terms
The text of the link in the email. By default it's set to "I accept the terms". When the contact clicks the link, the opt-in is confirmed and the thank you page opens. -
Explanation
An extra text in the email. By default it tells the recipient which address the email was sent to, and that they can ignore it if they didn't request it.
Click Preview email on the Confirmation email tab, or Preview landingpage on the Thank you page tab, to see the result.
Terms
Single and double opt-ins both have a Terms tab. Turn on Required opt-in terms and write your text under Opt-in terms. Once a contact has accepted the opt-in, the terms can no longer be edited.
Attaching terms for your opt-in
This is a way to attach a text to the opt-in checkboxes in your Upsales forms. The Opt-in text (form), link to terms on the Settings tab is shown next to the checkbox. If the opt-in has terms, that text becomes a link that opens your terms in a new browser window. To make only part of the text a link, put it inside double curly brackets, for example: I accept the {{terms and conditions}}.
You're now ready to add opt-ins to your forms