In keeping with the Canadian Anti-Spam Law (CASL) C-28, many online advertisers may now wish to implement a double opt-in process for their leads to sign up for their communications.

A double opt-in process essentially requires that leads confirm their interest in receiving communications from your business, even if they've already submitted their email address.

Creating a Double Opt-in Process

1. The process begins with the creation of a custom field. This custom "Opted-in" field should be defined as a Checkbox with the default value set to False.

2. The following step requires the creation of an email, which will invite leads to click on a link to confirm their interest.

3. This link should correspond to a dedicated landing page on your website (used solely for this purpose) or to a landing page you've created in PUBLITRAC for this purpose.

4. The final step requires the creation of two automation campaigns:

a. An automation campaign which will send the email in question to desired leads.
Ex. to all leads that have completed the "Subscribe to Newsletter form" on your website (automation campaign based on Triggers).

b. An automation campaign which will update your newly created custom field to True for each lead that visits the landing page you have defined for this purpose.

5. Activate both campaigns to launch the opt-in process.

Creating an automation campaign to update the "Opted-in" field

1. Click Campaign planning in PUBLITRAC's top menu bar.

2. In the sub menu, click Configure automation campaign.

3. Click Add at the top right of the screen.

4. Specify the Name of the campaign.

5. Add a Description (optional).

6. Select a Category for your campaign.

7. Click Next.

8. Click on Triggers.

9. Drag and drop Webpage visited from the list of Triggers.

10. Define the Webpage visited as the Name of the landing page created in PUBLITRAC (as it appears under the menu Content/Landing Pages (A/B Split Test).

Alternatively, enter the end URL of the dedicated page on your website. Ex: /thank-you for the page www.domain.com/thank-you

11. Click Next.

12. From the Automation tab, drag and drop the decision Email {x} delivered in the section to the left, under Start. Select the email created for this purpose.

13. Drag and drop the activity Change lead attribute {x} to {y} in the section to the left, under Email {x} delivered. Select the custom field created for this purpose, and specify the value True.

14. Click Save.

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