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Create a double opt-in subscription using an automation

With Brevo, you can create you can set up double opt-in for your subscription forms created outside of Brevo using an automation. Double opt-in subscription has many advantages.

The double opt-in subscription automation in our example consists of:

  1. Your contact fills up a subscription form with their email address
  2. They are added to a temporary list in Brevo
  3. A confirmation email (double opt-in) is sent
  4. They confirm their subscription by clicking the button in the email
  5. They are added to a final list in Brevo
  6. (Optional) A last confirmation email can be sent to warn the contact that they were successfully subscribed
  7. The contacts who don't click the button in your email after a certain amount of time are blocklisted

Good to know

Create your double opt-in email template

If you haven't done it already, the first thing you want to do is create the email template(s) that will be sent in this automation.

Two different emails will be sent:

  • 1 mandatory email from which contacts will have to confirm their subscription (= double opt-in)
  • 1 optional email where you inform the contacts that their subscription has been confirmed

To create your double opt-in email template:

  1. Go to Campaigns > Templates > Email templates.
  2. Click New Template.
  3. Set up and design your email template. To learn more, check our dedicated article Create an email template.
  4. For the double opt-in email template to work, make sure you:
    1. Add a button that clearly invites the contact to click to confirm their subscription (e.g., "Yes, I confirm my subscription").
    2. Add your confirmation page or home page as a URL on the button. This will be necessary for Step 3: Wait until transactional email activity so that we know the button has been clicked.
      In our example below, we used https://xxx.sibpages.com.
      add-link_EN-US.png
❗️ Important
Make sure to add the button and the link to your website/confirmation page so that the automation can work.

Create a custom automation

  1. In Brevo, go to Automations
  2. Click Create an automation.
  3. On the Create an automation page, click Custom automation.
  4. Enter your automation name and add a description. To learn more, check our dedicated article Creating a custom automation.
  5. Click Create automation.

Step 1: A contact is added to a list

In this first step, we will start by adding the entry point where a contact is added to a list. This list should be a temporary list where you gather all the contacts who have submitted your subscription form before they confirm their subscription. Your automation will be triggered every time a new contact is added to this list.

  1. Click Add an entry point.
  2. Select Contact DetailsA contact is added to a list.
    double-opt-in-scenario-EN-3.png
  3. Select the list where you gather all the contacts who have submitted your subscription form.
  4. Click OK.

Step 2: Send a double opt-in email

In this second step, we will send an email to the contact who was added to the temporary list after submitting your subscription form.

The email we want to send here is the double opt-in email that will allow the contact to confirm their email address by clicking a button. It is the email template that you created in the previous section Create your double opt-in email template.

  1. Click the + sign under the entry point.
  2. Select Send an email.
  3. Select the double opt-in email template of your choice. The email template used in our example is called Double opt-in confirmation.
    ❗️ Important
    Make sure to follow the above instructions in Create your double opt-in email template if you select an existing template. It should contain the confirmation button linked to your home page or confirmation page.
    Do not use the default double opt-in confirmation email that is used only with Brevo forms, or if you want to use it, make sure you add your home page/confirmation link to the button beforehand.
    double-opt-in-scenario-EN-4.png
  4. Click OK.

Step 3: Wait until transactional email activity

In this third step, we will wait for the contact to click the button in the email before adding them to add it to a final list. By clicking the button, they confirm their subscription. Since you added your home page/confirmation page to the button, we are able to check who has clicked on it and been redirected to this page.

  1. Click the + sign.
  2. Select the condition under Wait until > Transactional Emails Activity.
  3. Select Clicked and choose the same double opt-in email template you selected in Step 2: Send a double opt-in email.
  4. Enter the URL of the webpage you selected in your double opt-in confirmation email (see above in Create your double opt-in email template).
    In our example below, we have chosen the Double opt-in confirmation email template with a click redirecting to a URL that starts with https://xxx.sibpages.com.
  5. Under Contacts who have not carried out this action will exit the step after, enter after how much time we should consider that a contact hasn't confirmed their subscription. 
  6. Click OK.
    double-opt-in-scenario-EN-7.png

Step 4: Send a double opt-in confirmation email (optional)

In this fourth step, we will add the action where a double opt-in confirmation email is sent to a contact. This action is triggered by the third step, where your contact clicked the button in the double opt-in email you sent them. This action lets the contact know that they have confirmed their email address. This step is optional, you can simply add a confirmation page when the client clicks the button if you want.

  1. Click the sign in the Yes branch of the automation.
  2. Click Send an email.
  3. Select your double opt-in confirmation email. Usually, this email confirms that the contact has subscribed to your newsletter and suggests that they return to your website. 
    In our example, we use the "Double opt-in final confirmation". 
  4. Click OK. 
    mceclip1.png

Step 5: Add the contact into a list

In this fifth step, we will add the action where a contact is added to a final list. This will be the list where you gather the contacts that have subscribed through your double opt-in process.

  1. Click the + sign.
  2. Select Add the contact into a list. 
  3. Select or create your final list.
    In our example below, the list is called "Double opt-in list". 
  4. Click OK.
    double-opt-in-scenario-EN-10.png

Step 6: Blocklist the contacts who don't click the link in the email

If a contact doesn't click the button in your email after the time you have specified in Step 3: Wait until transactional email activity, it means they haven't confirmed their subscription, and you shouldn't send them any emails. To make sure you don't reach out to them by accident, we recommend you blocklist them.

  1. Click the sign in the No branch of the automation.
  2. Click Blocklist a contact.
  3. Select For Marketing Communications.
    automations_blocklist.jpg
  4. Click OK. 

And that’s it! Now you can use Marketing Automation to manage your double opt-in subscriptions. You can, of course, continue this automation by sending a new email 30 days later, for example.

automation_doi-workflow_EN-US.png

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