Enable SMS Double-Opt In
Plans: All plans Platforms: Shopify and WooCommerce
AfterShip Email’s Double opt-in allows you to verify the intent of the customers who subscribe to receive your SMS or join mailing lists. It involves two steps to confirm their subscription:
Initial subscription: When a user expresses interest in receiving text messages from your brand, they provide their phone number through a signup form or another means.
Confirmation SMS: After the initial subscription, the user receives a confirmation SMS that includes a verification link. They are asked to click on the link to confirm their subscription.
AfterShip Email audiences are single opt-in by default: someone fills out and submits your form or popup and they're added to your audience as a subscribed contact right away. Double opt-in ensures that the person who subscribed indeed wants to receive text messages from you. By clicking the verification link, the user confirms their intention, and only then will they be added to the SMS subscriber list.
Implementing a double opt-in process helps you maintain a high-quality and engaged subscriber base while maintaining your domain reputation. It reduces the chances of accidental or fake subscriptions and ensures that users have actively chosen to receive communications. Additionally, it can help with anti-spam laws and regulations compliance in some countries.
In this tutorial, we’ll show you:
How to enable double opt-in in AfterShip Email
How to set up double opt-in confirmation SMS
How to set up trigger settings
How to configure confirmation success page
Customer experience
You must get an active number first to send SMS messages.
SMS campaigns can only be received by customers located in the U.S., Canada, Australia, and UK.
Make sure you keep your SMS content compliant with rules and regulations to avoid getting blocked from sending SMS via AfterShip Email.
For the complete tutorial to set up SMS, check out this guide .
Opt-in settings apply to AfterShip signup forms, popups, and third-party sources like Shopify, Klaviyo, Wisepops, Privy, etc.,
Go to Settings in your AfterShip Email settings.
Click Double opt-in to access its settings page.
For the double opt-in function to operate properly, configure the following settings.
Enable the SMS double opt-in by shifting the toggle to the right. By default, the status will be disabled, but we highly recommend enabling it to safeguard the interest of your business.
The editor to customize the subscription confirmation SMS will open automatically once you enable double opt-in.
Personalize the content of your double opt-in text messages to align with your brand messaging.
SMS name and text: Change the name and content as you like, but keep the character limit in mind before starting to customize the default SMS content.
Merge tags can be inserted in SMS templates to auto-populate required customer and order information from our database according to the pre-purchase behavior. The merge tags supported for SMS double-opt in confirmation messages are mentioned below.
SMS opt-out: Select the checkbox to give customers the option to opt-out of receiving SMS notifications
Click Save. We will review your modified content and inform you via email within 24 hrs.
Your customized messages won’t be triggered until we review them. We recommend disabling double opt-in till the time your SMS is under review as new subscribers won’t be able to subscribe until your SMS is approved.
You can decide which subscribers will receive a double opt-in confirmation message when they subscribe.
You can select customers who subscribe via
a. AfterShip Email generated popups or sign up forms
b. Third party sources, i.e., customers who subscribe via popups and sign up forms displayed through Klaviyo, Shopify, Privy and other supported apps.
After subscribers click the confirmation link/button in the confirmation SMS, they are redirected to a confirmation page and shown a success message.
Configure this success message to thank subscribers for confirming their subscription and reassure them that they will start receiving SMS campaigns shortly.
Edit the title and description of the success page with our simple editor to best convery your gratitude and what they can expect moving forward.
You can have a look at the preview of the message you’d like to sent to your customers below the description editor.
Click Save to complete the double opt-in set up.
The experience is the same for all the customers subscribed via AfterShip popups/signup forms, technology partners like Klaviyo and Privy or the ones subscribed via Shopify or WooCommerce.
All the newly collected contacts will appear under the All contacts list in AfterShip Email admin with SMS pending confirmation subscription status.
Click on the email address to view the recent activity logs of the contact. You will find a log with Received SMS status meaning the subscription confirmation SMS has been sent to the customer.
Upon customer’s confirmation to subscribe, the susbcription status on AfterShip Email will update to SMS subscribed. The customers will receive the welcome SMS and other marketing SMS campaigns only after confirming their subscription.
The contacts collected via AfterShip popups and forms will be labelled with tags as such.
The complete timelines of the double opt-in process will reflect on each customer’s contact detail page under Timeline section.
Overview
AfterShip Email’s Double opt-in allows you to verify the intent of the customers who subscribe to receive your SMS or join mailing lists. It involves two steps to confirm their subscription:
Initial subscription: When a user expresses interest in receiving text messages from your brand, they provide their phone number through a signup form or another means.
Confirmation SMS: After the initial subscription, the user receives a confirmation SMS that includes a verification link. They are asked to click on the link to confirm their subscription.
AfterShip Email audiences are single opt-in by default: someone fills out and submits your form or popup and they're added to your audience as a subscribed contact right away. Double opt-in ensures that the person who subscribed indeed wants to receive text messages from you. By clicking the verification link, the user confirms their intention, and only then will they be added to the SMS subscriber list.
How is double opt-in beneficial?
Implementing a double opt-in process helps you maintain a high-quality and engaged subscriber base while maintaining your domain reputation. It reduces the chances of accidental or fake subscriptions and ensures that users have actively chosen to receive communications. Additionally, it can help with anti-spam laws and regulations compliance in some countries.
What you’ll learn
In this tutorial, we’ll show you:
How to enable double opt-in in AfterShip Email
How to set up double opt-in confirmation SMS
How to set up trigger settings
How to configure confirmation success page
Customer experience
Prerequisites
You must get an active number first to send SMS messages.
SMS campaigns can only be received by customers located in the U.S., Canada, Australia, and UK.
Make sure you keep your SMS content compliant with rules and regulations to avoid getting blocked from sending SMS via AfterShip Email.
For the complete tutorial to set up SMS, check out this guide .
Enable double opt-in in AfterShip Email
Opt-in settings apply to AfterShip signup forms, popups, and third-party sources like Shopify, Klaviyo, Wisepops, Privy, etc.,
Go to Settings in your AfterShip Email settings.
Click Double opt-in to access its settings page.
For the double opt-in function to operate properly, configure the following settings.
Set up double opt-in confirmation SMS
Enable the SMS double opt-in by shifting the toggle to the right. By default, the status will be disabled, but we highly recommend enabling it to safeguard the interest of your business.
The editor to customize the subscription confirmation SMS will open automatically once you enable double opt-in.
Personalize the content of your double opt-in text messages to align with your brand messaging.
SMS name and text: Change the name and content as you like, but keep the character limit in mind before starting to customize the default SMS content.
Merge tags can be inserted in SMS templates to auto-populate required customer and order information from our database according to the pre-purchase behavior. The merge tags supported for SMS double-opt in confirmation messages are mentioned below.
| Merge tag | Description |
|---|---|
| STORE_NAME | Identifies the eCommerce store name from which the SMS is coming |
| STORE_URL | Identifies the eCommerce store URL from which the SMS is coming |
| CONTACT_FNAME | Specifies the SMS recipient’s first name |
| CONTACT_LNAME | Specifies the SMS recipient’s last name |
| CONTACT_NAME | Specifies the SMS recipient’s full name |
| CONFIRM_SUBSCRIPTION_URL | Specifies specific URL for confirming recipient's subscription to a messaging list |
SMS opt-out: Select the checkbox to give customers the option to opt-out of receiving SMS notifications
Click Save. We will review your modified content and inform you via email within 24 hrs.
Your customized messages won’t be triggered until we review them. We recommend disabling double opt-in till the time your SMS is under review as new subscribers won’t be able to subscribe until your SMS is approved.
Set up trigger settings
You can decide which subscribers will receive a double opt-in confirmation message when they subscribe.
You can select customers who subscribe via
a. AfterShip Email generated popups or sign up forms
b. Third party sources, i.e., customers who subscribe via popups and sign up forms displayed through Klaviyo, Shopify, Privy and other supported apps.
Configure confirmation success page
After subscribers click the confirmation link/button in the confirmation SMS, they are redirected to a confirmation page and shown a success message.
Configure this success message to thank subscribers for confirming their subscription and reassure them that they will start receiving SMS campaigns shortly.
Edit the title and description of the success page with our simple editor to best convery your gratitude and what they can expect moving forward.
You can have a look at the preview of the message you’d like to sent to your customers below the description editor.
Click Save to complete the double opt-in set up.
Customer experience
The experience is the same for all the customers subscribed via AfterShip popups/signup forms, technology partners like Klaviyo and Privy or the ones subscribed via Shopify or WooCommerce.
All the newly collected contacts will appear under the All contacts list in AfterShip Email admin with SMS pending confirmation subscription status.
Click on the email address to view the recent activity logs of the contact. You will find a log with Received SMS status meaning the subscription confirmation SMS has been sent to the customer.
Upon customer’s confirmation to subscribe, the susbcription status on AfterShip Email will update to SMS subscribed. The customers will receive the welcome SMS and other marketing SMS campaigns only after confirming their subscription.
The contacts collected via AfterShip popups and forms will be labelled with tags as such.
The complete timelines of the double opt-in process will reflect on each customer’s contact detail page under Timeline section.
Updated on: 25/09/2024
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