Double Opt-in

Setting Up the Double Opt-In Campaign

1. Access the Template

• Open the Marketing Automation
• In the Campaigns dashboard, if templates are not visible, search for a non-existing campaign name (e.g., empty) to display template options.
• Select the Double Opt-in campaign template.

2. Campaign Configuration

The campaign is pre-filled with the following settings:

Do not modify the Target model once activities are added. Doing so will break the workflow.

Workflow Activities

The campaign includes two default activities:

1. Confirmation Email

• Triggers: 1 hour after a new contact is added to the Newsletter mailing list.
• Uses: Pre-configured Confirmation email
• Contains: A single confirmation button linking to the website.

Customize the email by clicking the Templates smart button on the campaign form.
 Keep it short, clear, and focused on the confirmation action.

Tip:
 Create a custom “Thank You” page on your website and update the confirmation button URL to direct users there.

2. Add to Confirmed List (Server Action)

• Triggers: When the contact clicks the confirmation button.
• Action: Adds the contact to the Confirmed contacts mailing list.

Only include one clickable link in the email body (excluding the unsubscribe link). Multiple links may cause unintended triggers.

Editing Server Actions

You can edit the server action by:

• Clicking the activity title
• Opening the “Open: Activities” window
• Modifying configuration (e.g., setting an expiry)

Do not edit the preconfigured Python code in the “Add To Confirmed List” server action. Changes may affect your Odoo subscription plan.

Testing and Launching the Campaign

Before going live:

1. Run a test of the campaign using test contacts.
2. Verify that the confirmation email is sent and that confirmed contacts are properly added to the Confirmed contacts
3. Once confirmed, start the campaign.

You’re now ready to collect complaint and engaged subscribers for your marketing emails.

Use Case Example

Imagine you’re preparing to send a monthly newsletter via Odoo Email Marketing. You’ve added a newsletter sign-up form on your website footer.

1. As users submit the form, they are added to the Newsletter mailing list.
2. Using the Double Opt-in campaign, those contacts receive a confirmation email.
3. Only those who click the confirmation link are added to the Confirmed contacts
4. You now use this Confirmed list to send compliant, high-engagement newsletters.

Where to View Confirmed Contacts

Navigate to:

• Email Marketing → Mailing Lists → Confirmed contacts

Here, you’ll find all users who have explicitly confirmed their subscription.

You can also track campaign metrics and performance directly from the Marketing Automation campaign dashboard.