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 API Stands 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.
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
- In the opt-in process overview, click Create….
- Drag the Recipients node from the left action area to the working area on the right.
- Select one or more recipient lists.
You can only use recipient lists of the Opt-in type.
- Drag the Opt-in Email message node from the left action area to the working area on the right.
- 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.
- Type. In the drop-down list, select the opt-in type. Double is selected by default.
- 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>
. - Connect the nodes.
- 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.