Confirming Opt-Ins

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Just because someone is added to your Address Book doesn't mean their email address is legit or they actually want to hear from you. To verify both are true, send the recipient the opt-in email before anything else. They must click in the link contained within the message. Once they do, their opt-in is confirmed. In Cvent, taking this extra step is optional, but highly recommended.

After all, the confirmed opt-in method is the industry standard for a reason. It ensures you’re targeting only those who are genuinely interested in what you’re sending. This translates to higher open rates, less spam complaints, and better deliverability. Best of all, you now have verifiable proof that the recipient consented to being on your list. So, if the sky does ever start falling, you're covered.

 
NOTE: You won't be able to send the opt-in email if the contact has already opted in, opted out, or if their email address is not in your Address Book.
 
1 Enter your company information. Begin by clicking Admin in the top right. Hover over Account and, under Email, click Organization Contact Information.

Click Edit, and add away.
 
User-added image
 
NOTE: Based in the United States? Remember to abide by the CAN-SPAM Act and enter your organization's physical address.
 
Don't forget to click Save.

2 Customize the email content, if desired. Hover over Account and, under Email, click Opt-In Email. If you have multiple languages in your account, a separate email will appear for each language. Click on the one you want to customize, then Edit.

In the Details tab, you can change the email subject and format. To edit the body of the email, click the neighboring tab, Content. Here, you can add images, hyperlinks, and custom text, but because this is the confirm opt-in email, you must at least include the {[EMAIL OPT IN]} data tag.

Once you're done, click Save.

3 Preview or edit the Opt-In/Opt-Out Page. This is the page that will appear in a contact's browser if they confirm opt-in or choose to opt-out of receiving your emails. Hover over Account and, under Account, click Opt-In/Opt-Out Page.

If you have multiple languages in your account, a separate page will appear for each language. To preview the page, hover over the User-added image next to the language, then click Preview. The preview will appear in a new tab in your browser.

To customize the content, click Opt-In/Opt-Out Page. Here, you can add a custom header, HTML, or additional instructions.

Don't forget to click Save
 

4 Select your recipients. Click Contacts in the top right. Check the box next to the names of the appropriate contacts.
 
User-added image
 
5 Send the Opt-In email. Hover over Actions and click Send Opt-In Email. Click Select next to the email you want to send. A confirmation screen will appear, listing the number of recipients. Click Yes.

Once a contact has confirmed by clicking the link in the request, an icon will display next to their email address in your Address Book.
 

Keep in mind that if a contact updates their email address (or you do it for them), the opt-in will need to be resent.
 
NOTE: For a list of all COI contacts, including the date and time they opted-in, and the IP address they used when they did, go to Contacts > Reports, and consult the Contact Ad Hoc report.

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