In today’s digital landscape, ensuring that your email marketing practices are compliant with regulations and respectful of your customers’ preferences is crucial. One effective way to achieve this is by implementing a double opt-in process. Dynamics Customer Insights Journeys offers a robust platform to manage this process seamlessly. In this blog post, we’ll walk you through the steps to set up double opt-in and to create reminders in Dynamics Customer Insights – Journeys.

What is Double Opt-In?

Double opt-in, also known as confirmed opt-in, is a process that requires contacts to confirm their subscription or consent by clicking on a link sent to their email address. This ensures that the request is intentional and that the email address provided is valid and functional. The double opt-in process helps improve data accuracy, enhance customer trust, and comply with regulations such as GDPR.

Why use reminders

Your recipients most likely recieves a lot of emails every day and your double opt-in message might be overlooked and since not every recipient will confirm their subscription on the first try. Reminders provide an additional opportunity for contacts to complete the opt-in process, leading to higher overall conversion rates.

Benefits of Double Opt-In

• Compliance: Ensures that customers actively confirm their desire to join a mailing list or receive marketing communications.
• Customer Trust: Demonstrates a commitment to transparency and respect for customers’ preferences.
• Data Accuracy: Validates email addresses, leading to better profiling and segmentation.
• Improved Engagement: Customers who confirm their opt-in are more likely to engage with your emails.

Steps to Enable Double Opt-In

1. Enable Double Opt-In:
   • Go to Settings > Other settings > Feature switches.
   • Set the Double Opt-In toggle to On.
   • Select Save in the upper right corner of the page.

2. Set up double opt-in
   • Navigate to your compliane profiles and select the one you want to create a double opt-in for
   • Click the blue button, set up double opt-in, see picture below
   • If you get an error here I got you covered in this blog post: https://sjoholt.com/email-creation-failed-due-to-missing-double-opt-in-template/

3. Check setup and edit email
   • After the setup is completed you will get something like the following screen. And an email and journey have been created in the background. Go ahead and edit the email to fit your visual profile.

Steps to set up the reminders

1. Setup the journey
   • Navigate to the journey created by the setup, it should be named DOI Journey_»Compliance Profile Name»_v1
   • Set up an alternate exit criteria to make sure the journey is exited once verified. This is done using the exit menu on the right hand side inside the journey. See the picture below.
   • Add wait for tile and set to desired length
   • Add a new double opt-in email. this can be the same as the first one or a new created from a double opt-in template
   • You can repeat this step to send multiple reminders if necessary.

2. Monitor and Optimize:
   • Regularly monitor the performance of your double opt-in process and reminders.
   • Analyze metrics such as open rates, click-through rates, and conversion rates to identify areas for improvement.
   • Make adjustments to your email content, timing, and frequency of reminders based on the insights gained.

Conclusion

Implementing a double opt-in process with reminders in Dynamics Customer Insights Journeys is a powerful way to ensure compliance, build customer trust, and improve data accuracy. By following the steps outlined in this blog post, you can create a seamless and effective double opt-in process that enhances your email marketing efforts and create reminders to ensure contacts sign up.