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How can I create a double opt-in?
How can I create a double opt-in?

Make sure you are officially allowed to contact your leads.

Luise avatar
Written by Luise
Updated over a week ago

What is a double opt-in (DOI)?

A double opt-in process adds another step to the process of data security. Before potential leads subscribe to your mailing list, they are asked to actively confirm that they want to receive your emails.

This ensures that the recipient agrees to be contacted ahead of time. In addition, the confirmation shows higher interest and further qualifies the lead for the product or service you offer.

What do I need to set up a double opt-in?

  • First of all: You need a Perspective account. If you don't already have one, start your 14-day trial here.

  • An email autoresponder of your choice.

How do I create a double opt-in?

1) Open the funnel editor in your Perspective account.
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2) Click on a line in your contact form and create another input field by clicking on the blue "+" icon.
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3) Add an additional checkbox in this form field to request consent for privacy or other marketing communication.
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4) Forward your collected lead data to your autoresponder using Zapier or Make.
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Step-by-step instructions: Linking with autoresponder via zapier

  1. Log into your Zapier account and link it with Perspective funnels.

  2. In your new Zap, select "New Lead via Funnel" as a new "trigger event".
    This way, you ensure that the transfer will be active every time you receive a new lead in your funnel.

  3. Afterwards, connect your Perspective account. If you haven't connected it to Zapier yet, you can do that using your Perspective login details.

  4. Now, you can select the perspective funnel in which you like to email a new lead.

  5. Next, click on "Test & Continue" to ensure the correct transfer. Please note that old information from leads you have previously created will not be transferred!
    ❗️IMPORTANT to know: The system asks you to submit a test lead in your funnel before you can connect to Zapier.

  6. After a successful test of your funnel via Zapier, you can create an "action" to define. This will define the exact information you would like to send to your lead.
    ​Now select your email program. In the example below, we use ActiveCampaign.

  7. Select "create / update contact" as the next action step.

  8. Once you have linked your account, you have the opportunity to edit and customize the exact data that you want to email your leads.

5) In your autoresponder, you can now set up an email that will be sent to new leads. In this email your contacts have to confirm their email address by clicking on a separate link. (more detailed instructions can usually be found in the tool itself).
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6) The link in the email should lead the person to a separate confirmation page. Of course you can use a perspective funnel to set up your double opt-in as well as the confirmation page. Here, you can make your leads a small offer.

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