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Customer experience | Sales, Customer Insights,...
Suggested Answer

Global Double Opt-In: Multiple emails per form submission

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Posted on by 10

When activating global double opt-in and using multiple subscription checkboxes or use a subscriptions and the consent level dropdown in tandem on a marketing form the module sends an opt-in email for every checked subscription list or consent change. Is there any way to combine the opt-in emails into one? Currently the resulting emails will be combined into a conversation in modern email clients. Additionallywith the inability to reuse customer journeys for a given contact it seems almost impossible for me to build a decent form based opt-in with customizable consent and content for the potential customer.

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  • cloflyMao Profile Picture
    25,210 on at

    Hi MMR443,

    The delivery process is immediate, each checked option will trigger a corresponding email delivery(similarly, an email corresponds to a specific consent change), there is no delay for system to wait to merge subscription lists.

    You could create an interaction based segment and another customer journey to send marketing email to potential customers after their submission, then they can manage their consent level or subscription lists via the subscription center link of the email.

    Regards,

    Clofly

  • MMR443 Profile Picture
    10 on at

    Hi Clofly,

    Thanks for your input. My biggest gripe with the customer journey approach is that there is no good way to handle resubscriptions. Combined with the inability to provide subscription center links with transactional emails I see no way to provide a form for existing contacts to resubscribe without forcing the marketing users to constantly create new customer journeys or have some awkward process around a recurring customer journey with a supression segment. From my perspective there is just no way to reliable provide the email with the subscription center link to contacts because it can not be provided by the global double opt-in confirmation email.

    Best Regards

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi MMR443,

    Existing contacts can resubscribe via the link of previous delivered email, because the link contains special parameters to identify them, so we can add notification text in the content of email and won't need to create other customer journeys again. No matter which email, what contacts can see in the subscription center are always same, the link will not expire if we keep subscription center marketing page live.

    Set up a subscription center (Dynamics 365 Marketing) | Microsoft Docs

    Below is description that how does SC works:

    Subscription centers only work when they "know" who they are talking to. This enables the subscription center to display existing contact information in editable fields (like name and email), and also to indicate which of the available subscription lists the viewer already belongs to. The only way most people will be able to open the subscription center is by selecting a link sent to them in a marketing email from a customer journey. Links such as these include an ID that lets the subscription center know which contact has requested the page. (In fact, all links in marketing emails include an ID that's linked to both the contact and the message, which enables the system to report which link each contact has selected in each message.)

    And in this section, you can see why transactional messages do not require subscription center link:

    Set email options on the Summary tab for sender, receiver, language, and designation (Dynamics 365 Marketing) | Microsoft Docs

    Transactional messages are typically regulated differently from commercial messages. They are considered personal communications, not promotional communications, and therefore have different content and consent requirements. In Dynamics 365 Marketing, the main practical different between transactional and commercial messages is that different validation rules apply. Specifically, commercial messages require a subscription-center link while transactional messages do not. Also, Marketing manages consent independently for each of these two types of messages.

    Regards,

    Clofly

  • Suggested answer
    mauro mar Profile Picture
    on at

    Hello,

    We will be providing functionality that will allow a single contact to re-enter the same journey many times plus near-real time trigger-based journeys that will address these needs.

    Hope this helps!

    M

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