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Set up double opt-in email

Last updated on: May 14, 2025

A double opt-in strategy allows you to ensure your email list is filled with valid email addresses from people who actually want to receive your emails — which goes a long way toward keeping your email delivery and engagement rates top notch.

With a double opt-in requirement, contacts who provide their email address on your form will receive a confirmation email with a link to click to confirm the validity of the email address (which also confirms that your form was filled out by a person rather than a spam bot). Once confirmed, they'll be able to receive emails from you.

We’ve created double opt-in messages for you to use (already in your account) or you can submit a new custom double opt-in message for review. 

Table of contents

Create your own double opt-in message
Requirements for double opt-in message content

Create your own double opt-in message

Creating your own email allows you to add your branding and customize the wording. However, these emails require approval by our email delivery team to ensure they comply with spam regulations.  

  1. Click    → AdministrationEmailDouble opt-in / Invoice manager.
  2. Select New message template.
  3. Click Double opt-in (Mail).
  4. Choose the email template you want to use; personalize it to your liking, and add your content. Please review the requirements listed below to ensure your email complies with them.
  5. Click Publish.
    • This will send your message to review by our email delivery team. The team will complete the review within two business days. If it does not meet the requirements, we will deactivate the email and notify your account owner via email.

Requirements for double opt-in message content

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To comply with spam laws, your email must:

  • Include the “Opt-In Link” merge field 
  • Clearly notify leads that by clicking the opt-in link they agree to regularly receive emails from you/your business 
  • Not contain any further marketing, links to further marketing, or calls to action
  • Clearly state that subscribers will have the option to unsubscribe at any time

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Related support articles

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Email settings
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 Pro tips

This article covers creating a double opt-in email using the Ontraport Mail editor, but you also have the choice to create one using the HTML editor.

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