GDPR Double Opt-In

Nisha Prasad
Hi -

We are debating whether an on screen confirmation form counts towards double opt-in, or if there has to be an email confirmation touch point?

The workflow would be

1. Form 1: Complete and submit email form
2. Landing Page 1: Upon submit, individual is taken to a landing page where they are asked to submit email address again (form 2)
3. Submit the form
4. Landing Page 2: Confirmation message/Thank you for signing up

Thanks
Nisha

------------------------------
Nisha Prasad
Marketing Operations, ITHAKA
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3 comments

  • Sion Stedman
    Hi @Nisha Prasad

    Earlier this month Act-On published its     GDPR Consent Management Guide.

    You may already have seen this guide, but to answer your question: the method you are planning to use is the same as what Act-On recommends. The Act-On guide goes into further detail about how to segment your collected contacts into those who have completed double opt-in and those who have opted out.

    At my company we are using a different double opt-in method, which is outlined here. This is a more appropriate method for a one-off campaign; the Act-On method in the guide is more appropriate for Subscription Management.

    ------------------------------
    Sion Stedman
    Idox Software Ltd
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-19-2018 14:46
    From: Nisha Prasad
    Subject: GDPR Double Opt-In

    Hi -

    We are debating whether an on screen confirmation form counts towards double opt-in, or if there has to be an email confirmation touch point?

    The workflow would be

    1. Form 1: Complete and submit email form
    2. Landing Page 1: Upon submit, individual is taken to a landing page where they are asked to submit email address again (form 2)
    3. Submit the form
    4. Landing Page 2: Confirmation message/Thank you for signing up

    Thanks
    Nisha

    ------------------------------
    Nisha Prasad
    Marketing Operations, ITHAKA
    ------------------------------
    0
  • Nisha Prasad
    Hi Sion,

    Thank you for your reply and sharing your documentation. I did review Act-On's guide. I think the confusing part there is they mention sending a confirmation email but the guide only showcases two forms with no step for a confirmation email in between. I still wonder if the actual regulation mandates a confirmation email or if two forms (without a confirmation email) are considered double opt-in as well.

    Nisha

    ------------------------------
    Nisha Prasad
    Email Marketing Manager, ITHAKA
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-20-2018 11:25
    From: Sion Stedman
    Subject: GDPR Double Opt-In

    Hi @Nisha Prasad

    Earlier this month Act-On published its     GDPR Consent Management Guide.

    You may already have seen this guide, but to answer your question: the method you are planning to use is the same as what Act-On recommends. The Act-On guide goes into further detail about how to segment your collected contacts into those who have completed double opt-in and those who have opted out.

    At my company we are using a different double opt-in method, which is outlined here. This is a more appropriate method for a one-off campaign; the Act-On method in the guide is more appropriate for Subscription Management.

    ------------------------------
    Sion Stedman
    Idox Software Ltd
    ------------------------------

    Original Message:
    Sent: 03-19-2018 14:46
    From: Nisha Prasad
    Subject: GDPR Double Opt-In

    Hi -

    We are debating whether an on screen confirmation form counts towards double opt-in, or if there has to be an email confirmation touch point?

    The workflow would be

    1. Form 1: Complete and submit email form
    2. Landing Page 1: Upon submit, individual is taken to a landing page where they are asked to submit email address again (form 2)
    3. Submit the form
    4. Landing Page 2: Confirmation message/Thank you for signing up

    Thanks
    Nisha

    ------------------------------
    Nisha Prasad
    Marketing Operations, ITHAKA
    ------------------------------
    0
  • Sion Stedman
    Hi Nisha

    This is where we encounter an interesting aspect of the legislation.

    The double opt-in process is not, in itself, a legal requirement of GDPR. However, where people are signing up to receive future marketing communications, it is a great way to collect evidence that:

    1. a person has given you consent to contact them, and
    2. the email address submitted actually belongs to them
    – both of which are requirements of GDPR. The important thing is the evidence of consent. For this reason, at my company we have implemented double opt-in using the method I linked to here, as this captures which form the person submitted, and when. I have not actually used the method in the Act-On Consent Management Guide, as the guide was published some time after we needed to start putting in place GDPR-compliant processes.

    ------------------------------
    Sion Stedman
    Idox Software Ltd
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-20-2018 12:05
    From: Nisha Prasad
    Subject: GDPR Double Opt-In

    Hi Sion,

    Thank you for your reply and sharing your documentation. I did review Act-On's guide. I think the confusing part there is they mention sending a confirmation email but the guide only showcases two forms with no step for a confirmation email in between. I still wonder if the actual regulation mandates a confirmation email or if two forms (without a confirmation email) are considered double opt-in as well.

    Nisha

    ------------------------------
    Nisha Prasad
    Email Marketing Manager, ITHAKA
    ------------------------------

    Original Message:
    Sent: 03-20-2018 11:25
    From: Sion Stedman
    Subject: GDPR Double Opt-In

    Hi @Nisha Prasad

    Earlier this month Act-On published its     GDPR Consent Management Guide.

    You may already have seen this guide, but to answer your question: the method you are planning to use is the same as what Act-On recommends. The Act-On guide goes into further detail about how to segment your collected contacts into those who have completed double opt-in and those who have opted out.

    At my company we are using a different double opt-in method, which is outlined here. This is a more appropriate method for a one-off campaign; the Act-On method in the guide is more appropriate for Subscription Management.

    ------------------------------
    Sion Stedman
    Idox Software Ltd

    Original Message:
    Sent: 03-19-2018 14:46
    From: Nisha Prasad
    Subject: GDPR Double Opt-In

    Hi -

    We are debating whether an on screen confirmation form counts towards double opt-in, or if there has to be an email confirmation touch point?

    The workflow would be

    1. Form 1: Complete and submit email form
    2. Landing Page 1: Upon submit, individual is taken to a landing page where they are asked to submit email address again (form 2)
    3. Submit the form
    4. Landing Page 2: Confirmation message/Thank you for signing up

    Thanks
    Nisha

    ------------------------------
    Nisha Prasad
    Marketing Operations, ITHAKA
    ------------------------------
    0

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