When a contact signs up to receive marketing emails, they fall into one of two categories: single opt-in and confirmed opt-in. The latter is also known as double opt-in or verified opt-in.

By default, when a contact fills out a signup form, they fall into the single opt-in category. However, all of our forms have an option to automatically send a plaintext confirmation email that contains a verification link. When a contact clicks that verification link, they are confirming their opt-in and thus fall into the double opt-in category. All of our forms have the plaintext confirmation email enabled by default, but it can be disabled if desired. If your organization requires a confirmed opt-in process, you’ll want to make sure that plaintext confirmation email remains enabled for all your forms.

If you want to use an HTML mailing for your opt-in confirmation process, you can do that by disabling your plaintext confirmation email for each form and creating an automated workflow using the signup trigger. You’ll just need to make sure that you include the [% optin_confirm_url %] tag in the automated campaign.

How to edit plaintext confirmation emails

All of our forms, including lightbox forms, will send plaintext confirmation emails by default. You can turn this off or edit the plaintext email, but you cannot replace the plaintext email with an HTML campaign.

The plaintext confirmation email connected to a lightbox form cannot be edited, only disabled.

It is not possible to edit the font, color, or style of a plaintext email. However, you can edit the copy in the subject line and body. To edit the plaintext confirmation email for a specific form, follow these steps:

1. Navigate to your Audience tab.
2. Click on the Forms section in the panel on the left.
3. Click on the name of the form whose plaintext email you’d like to edit.
4. If the form was built in the current form builder, click on the Messages tab. If the form was built in the legacy form builder, click on the Confirmation email tab.

Confirmation emails must be edited on a per-form basis. There is no way to edit these plaintext emails in bulk.

In the subject line and body, you’ll see some tags which are replaced with text, or a link, when the email is sent. Here’s what they do:

Tag	Type	Function
[rsvp_name]	Plaintext	Displays the sender name set up for your account.
[optin_confirm_url]	Plaintext	Generates the verification link that a subscriber must click to confirm opt in.
[% optin_confirm_url %]	HTML	Generates the verification link that a subscriber must click to confirm opt in.
[manage_prefs]	Plaintext	Generates a link to the Subscription Center or, if your account has not set up the Subscription Center, a manage preferences form.
[opt_out]	Plaintext	Generates an opt-out link so the recipient can unsubscribe immediately.

How to turn off plaintext confirmation emails

To turn off a lightbox form’s plaintext confirmation email, simply open the form, navigate to the Confirmation message step (step 8), and click the toggle to turn off the confirmation email. For detailed steps, please refer to this article.

For all other forms, navigate to the screen where you edit the form, as described above. Underneath the sender information, there is a checkbox that says Send a confirmation email after signing up or, if the form was created in the legacy form editor, Send confirmation?. Uncheck the box and save your changes.

How to view a contact’s confirmation status

You can view a contact’s confirmation status via their contact record at any time by following these steps:

1. Navigate to your Audience tab.
2. Click on the Contacts section in the panel on the left.
3. Use the search bar to locate the contact in question, then click on their email address to open their profile.
4. Under the Contact info section, there is a field labeled Confirmed status.
   1. If the contact has confirmed their opt-in, this field will list the date and time that they clicked the verification link.
   2. If the contact has not confirmed their opt-in, this field will read This contact has not confirmed opt in.

How to create a confirmed opt-in segment

When you create a segment, it will retrieve any contacts who meet the criteria, as long as they are in the Active status. As a result, if you want to send a campaign to only contacts who have confirmed their opt-in, you’ll need to create a segment that includes confirmed status as one of the criteria. To do this, follow these steps:

1. Navigate to your Audience tab.
2. Click on the Segments section in the panel on the left.
3. Click on the Create a segment button on the right.
4. Give the segment a name, such as, “Confirmed opt-in”.
5. Click on the Segment type dropdown menu and select Confirmed opt-in.
6. Click on the Condition dropdown menu and select Is not empty.
7. (Optional) Add any other criteria to the segment, as needed.
8. Click on the Save button.

This segment will group any contacts who have previously confirmed opt-in. Additionally, any new contacts who sign up and confirm will be added automatically.

You can also create a segment to find anyone whose Confirmed opt-in field Is empty. This can be useful if you want to send a re-engagement campaign or try to encourage more contacts to confirm opt-in. It can also be used as an exclusion segment when sending a mailing.