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The Confirm Opt-In functionality is designed to help you ensure that customers explicitly agree to receive your marketing emails. This feature helps reduce your spam complaints and prevents email providers from blocking your emails, ensuring better deliverability and customer engagement.

Understanding Confirm Opt-In

We have enabled this functionality for all stores to begin the process of improving email integrity. You can view the Status of your customers regarding their opt-ins by going to Customers > Customers, searching for the individual you want, opening their customer panel and going to the Marketing tab. Most customers will be in a Null state since initially you won't have done anything with them, as pictured below:

You can see all mailing lists and customer groups the customer might be in up in the General Communication & Newsletters area, and the various marketing coupons, emails, and reminders are listed for you as well. If you need to adjust the customer's email you can click the Edit button, and if you need to manually send them the Opt-In Confirmation email, you can do that as well using the Send Opt-In Email button.

Please note that whenever you edit a customer's email address the system will ask if the customer wants to receive marketing emails at the new address. If you click Yes, a confirmation email will be sent to the new address. When you send the email, it will have your logo and brand color (from the Marketing > Email tab of Settings) and will look like this:

Customers will be directed to a confirmation page after clicking the Confirm button in the email. This page will also use the Brand Color and logo from Settings > Marketing > Email.

Customer Email Statuses

Opted In / Opted In (Existing Customer): Customer has confirmed their subscription via the opt-in email. The Existing Customer version of this status is for customers saved in the system before this feature was activated. There is another for Opted In (Migrated Customer) for customers added in the data migration process of your onboarding.

Opted Out: Customer has chosen to unsubscribe from all marketing emails (future feature).

Email Sent: A confirmation email has been sent to the customer.

Default Marketing Email Subscriptions for Your Customers

If you go to the Admin Button with your username in the upper right and go to Settings > Marketing > Email, you'll see a button to manage your default customer subscriptions, as pictured here.

When you click to Manage Defaults, you'll see a comprehensive list of all lists you have and the different types of automate messages. Check the boxes for the ones you want your new customers to automatically be subscribed to and then click to Save.

FAQs

Q: What happens if a customer does not confirm their email?

A: Customers who do not confirm their email will not receive marketing emails from your store, ensuring compliance with anti-spam regulations.

Q: Can I resend the confirmation email?

A: Yes, you can resend the confirmation email using the Send Opt-In Email button in the customer's marketing tab.

Q: How long is the confirmation link valid?

A: The confirmation link is valid for 24 hours to ensure timely verification.