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Create a custom double opt-in (DOI) email template for a sign-up form created in Brevo

This article is provided for informational purposes only and does not constitute legal advice. While we strive to ensure the accuracy and relevance of the information, laws and regulations regarding email marketing and data protection, including but not limited to GDPR, CAN-SPAM, and other regional privacy laws, may vary and are subject to change. Readers are advised to consult with a qualified legal professional or compliance expert to ensure their Double Opt-In process aligns with applicable laws and regulations in their jurisdiction. The use of any examples, templates, or guidelines from this article is at your own discretion and risk.
❗️ Important
This article is only applicable for forms created in Brevo. If you want to set up a double opt-in process for a form created outside of Brevo (using a third-party service), check our dedicated article Set up a double opt-in process for a sign-up form created outside of Brevo.

When sending a double opt-in email to contacts who have subscribed through a sign-up form created in Brevo, you can use our default double opt-in template or create a custom one.
➡️ To learn more about the double opt-in process, check our dedicated article Double opt-in (DOI): What it is and how to track user sign-ups.

⚙️ Set up your email template 

  1. Go to Marketing > Templates.
  2. Click Create Template > Email template.
  3. Configure the settings of your template, including its name, sender, subject line, and preview text, just like a regular email template. We recommend you write a clear subject line, such as Confirm your subscription.
    💡 Good to know
    Do not add personalization using contact attributes to your double opt-in confirmation template. Since no information is stored in the attributes of the contacts who will receive this email, only the fallback value will be shown.
  4. Click Show advanced settings.
    template_example-doubleoptin_en-us.png
  5. (Optional) In the Tag field, enter optin.
    template_tag_en-us.png
  6. Click Add content to design your email template.

🖌️ Design your email template

You can now design your email template, which includes your consent text and your confirmation link:

  1. Choose a template design and edit it as desired. To learn more, check our dedicated section in Create an email template.
    ❗️ Important
    Do not add any advertising or promotional content, as the purpose of the email is purely to confirm the subscriber’s consent.
  2. [Recommended] To keep proof of your contact's consent in the transactional logs, add a Text block containing your consent text. This consent text should match the consent text from the GDPR field on your form.
    ➡️  For example

    If your form's GDPR field mentions:

    I agree to receive your newsletters and accept the data privacy statement (https://thegreenyoga.com/legal/privatepolicy/).

    Then your double opt-in confirmation email should mention:

    By clicking the following button, you confirm your agreement to the following statement:
    "I agree to receive your newsletters and accept the data privacy statement (https://thegreenyoga.com/legal/privatepolicy/)."
  3. Add a Button block to your template, below your consent text.
    add-button-double-opt-in_en-us.png
  4. Add the Double opt-in link to your button:
    1. Click the button. The button settings open on the left. 
    2. In the left panel, open the Link settings accordion.
    3. In Link type dropdown list, select Double opt-in link.
    4. (Optional) Add a Tooltip text that will appear as a help text when hovered.double-optin_ad-link_EN-US.gif

🔗 Link your custom double opt-in confirmation template to your sign-up form

  1. Go to Marketing > Forms:
    1. Select your sign-up form or,
    2. Create a sign-up form as explained in our dedicated articles Create a sign-up form in Brevo and Create a pop-up sign-up form in Brevo.
  2. At the Settings step, select Double confirmation email and choose your custom email template from the dropdown menu:
    form-settings-double_en-us.png

That's it! You can now finish setting up your sign-up form and share it.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.

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