Opt-in processes

This topic describes how to create and manage opt-in processes and registration confirmations (opt-in emails). Opt-in emails are necessary to obtain permission from recipients to send them advertising mailings.

Opt-in emails are sent in real-time via the Optimizely Campaign transaction APIStands for "application programming interface". The API specifies how some software components should interact with each other, such as accessing a database or computer hardware, or easing the work of programming graphical user interface components. APIs often are in the form of a library that includes specifications for routines, data structures, object classes, and variables. See also: https://world.optimizely.com/documentation/class-libraries/ when a recipient registers for your newsletter. For more information on the opt-in method, see Opt-in.

Opt-in process overview

To open the opt-in process overview, open the Optimizely Campaign menu and select Campaigns > Opt-in Processes.

Image: Opt-in process actions

In the opt-in process overview, you can find information about all created opt-in processes, such as ID, name, type and confirmation page URL. You can also view the current status of each opt-in process:

  • Sending. Active opt-in processes. Opt-in emails are sent. Newly created opt-in processes start automatically and are in Sending status.
  • Canceled. Inactive opt-in processes. No opt-in emails are sent.

Opt-in process actions

  • Create…. Create new opt-in processes. See Creating opt-in processes.
  • Edit…. Edit an opt-in process as described under Creating opt-in processes.
  • Start. Start a previously canceled opt-in process. The opt-in process must be in Canceled status.

    You can view the opt-in process status in the Status column of the opt-in process overview.

  • Cancel. Cancel an active opt-in process. The opt-in process must be in Sending status.
  • Analysis. Check how many opt-in emails were sent. You can also see additional information such as openings, clicks, bounces or unsubscribers.
  • Send Test Message…. Send a test message to check the appearance of the mailing before the actual dispatch. See Test message.

Creating opt-in processes

  1. In the opt-in process overview, click Create….
  2. Drag the Recipients node from the left action area to the working area on the right.
  3. Select one or more recipient lists.

    You can only use recipient lists of the Opt-in type.

    Image: Select a recipient list

  4. Drag the Opt-in Email message node from the left action area to the working area on the right.
  5. Configure the opt-in process.

    Image: Configure the opt-in process

    • Type. In the drop-down list, select the opt-in type. Double is selected by default.

      For information on the different opt-in methods, see Opt-in.

    • Name. Enter a name for the opt-in process.
    • Description. Optional: Enter a description for the opt-in process.
    • Confirmation Page URL. Enter the URL of the confirmation page.

      The confirmation page URL is required for opt-in processes of the Double type.

      • Optional: You can append the parameters bmrecipientid, bmrecipientlistid and mailing to the confirmation page URL and use them for tracking and analysis. To do this, select the respective check box.
  6. Edit the opt-in email by clicking Edit Content…. See Editing mailing content.

    Opt-in emails for double opt-in processes must contain a double opt-in link. Insert the {Double Opt-in Link} field function into the mailing text or add it to the HTML code, for example <p>To confirm your newsletter subscription, click the following link: <a href="{Double Opt-in Link}">Confirm subscription</a><p>.

  7. Connect the nodes.
  8. Click Save and Close.

Newly created opt-in processes start automatically and are in Sending status. If you want to cancel a running opt-in process, select it in the opt-in process overview and click Cancel.