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.


Use a pre-created and pre-approved double opt-in message

Simply access them by following these steps:

  • Click the profile icon → administrationEmaildouble opt-in / invoice manager.
  • Select the purple new message template button.
  • Under Double Opt-In (Ontraport Email), choose the copy existing button.
  • Select the email you want to use, add the title, make any edits and click the blue save button.
    1. If you make any edits to the default message, once you click the blue save button, your email will be provisionally approved and submitted for review by our email delivery team. Our team will review it within two business days and, if it does not meet the requirements listed below, we will deactivate the email and notify your account administrator via email. Standard double opt-in messages will be supplemented to avoid interruption.

Create your own double opt-in email

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.

  • Click the profile iconadministrationEmaildouble opt-in / invoice manager.
  • Select the purple new message template button.
  • Click double opt-in .
  • Choose the email template you want to use; personalize it to your liking, and add your content. To ensure your email complies with requirements, please review the requirements listed below.
  • Once you click the blue save button, your email will be provisionally approved and submitted for review by our email delivery team. Our team will review it within two business days and, if it does not meet the requirements listed below, we will deactivate the email and notify your account administrator via email. Standard double opt-in messages will be supplemented to avoid interruption.

Requirements for double opt-in email content

To comply with spam laws, your email must:

  1. Include the [Opt-In Link] merge field (Insert it via the Mail Merge dropdown in the Double Opt-In Manager)
  2. Clearly notify leads that by clicking the opt-in link they agree to regularly receive emails from you/your business
  3. Not contain any further marketing, links to further marketing, or calls to action
  4. Clearly state that subscribers will have the option to unsubscribe at any time
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