双重选择

A double opt-in, also referred to as a confirmed opt-in, may be required in some countries for marketing communications, due to anti-SPAM laws. Confirming consent has several other benefits, as well: it validates email addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only includes engaged contacts in the mailing list.

When the Double Opt-in campaign template is used, a new mailing list titled, Confirmed contacts is created in the Email Marketing app, and any new mailing list contacts that are added to the default Newsletter mailing list are sent a confirmation email to double opt-in. The contacts that click on the confirmation link in the email are automatically added to the Confirmed contacts mailing list in Odoo.

重要

When using the Double Opt-in campaign template, only the contacts in the Confirmed contacts mailing list are considered to have confirmed their consent.

Use the Double Opt-in campaign template

Open the Marketing Automation app, and select the Double Opt-in campaign template to create a new campaign for confirming consent.

小技巧

The campaign templates do not display, by default, when there are existing Marketing Automation campaigns. To display the campaign templates, type the name of a campaign (that does not exist in the database) into the Search… bar, then press Enter.

例如,搜索 empty 时,只要数据库中没有名称为 “empty” 的活动,就会再次显示活动模板卡。

活动配置

Upon creation of the campaign, the campaign form loads with a new preconfigured campaign.

The Target and Filter configurations of the campaign are as follows:

  • Name: Double Opt-in

  • Responsible*: The user who created the campaign.

  • Target: Mailing Contact

  • Unicity based on: Email (Mailing Contact)

  • Filter:

    • Email is set

    • Blacklist is not set

    • Mailing lists contains Newsletter

* The Responsible field is only visible with 开发者模式(调试模式) activated.

重要

The Target model of the campaign should not be modified. Changing the Target model with activities in the Workflow invalidates the existing activities in the Workflow.

The Double Opt-in campaign template is intended to only use the Mailing Contact model.

The campaign loads two activities in the Workflow section of the campaign: an email activity, with a child server action activity that triggers on click.

By default, the Confirmation email activity is set to trigger 1 Hours after the beginning of the workflow. In other words, the email is sent 1 hour after a new contact is added to the Newsletter mailing list.

The email activity uses the preconfigured Confirmation email template, which contains a button for the contact to click to confirm their consent.

To modify the email template, select the Templates smart button at the top of the campaign form. Then, in the list of templates, select the Confirmation email template.

Be sure to personalize the contents of the email template; however, it is recommended to keep the contents of double opt-in confirmation emails short and to-the-point.

模板正文中的默认确认按钮直接链接到数据库的网站主页。点击按钮可编辑按钮文本和 URL。

小技巧

为了简化联系人的体验,请考虑 在网站 创建一个页面,对联系人确认订阅邮件表示感谢。在确认按钮的 URL 中添加指向该页面的链接。

重要

The email template should only include a single call-to-action link for confirmation, other than an unsubscribe link.

Any click on a link (or button) included in the confirmation email, besides the unsubscribe button, triggers the Add to list server action.

The child activity Add to list server action’s On click trigger cannot differentiate between multiple URLs in an email, besides the /unsubscribe_from_list unsubscribe button that is included in any one of the footer blocks.

The Add to list server action activity triggers immediately after a click in the parent Confirmation email activity is detected.

When triggered, the Add to list activity executes the Add To Confirmed List server action, automatically adding the contact to the Confirmed contacts mailing list, if they are not already in the mailing list.

To modify the server action, select the title of the activity to open the Open: Activities pop-up window and edit the server action activities configuration.

小技巧

Consider setting an Expiry Duration to prevent executing the activity after a specific amount of time.

重要

It is not recommended to modify the preconfigured Python code in the Add To Confirmed List server action, as doing so may trigger a change in the database’s pricing plan.

活动配置完成后,请考虑 启动测试 以验证活动是否按预期执行。如果活动测试成功,则 启动 活动开始向 时事通讯 邮件列表联系人发送双选确认电子邮件,并将参与活动的联系人填入 已确认联系人 邮件列表。

Double Opt-in use-case

Example

要准备在 Odoo 数据库上发送时事通讯营销电子邮件,必须获得一份邮件联系人名单。收集订阅者的一种方法是通过网站上的注册表单,在提交表单时将联系人添加到 通讯 邮件列表中。

Odoo 网站页脚的通讯注册表单。

Before sending any marketing emails, use the Double Opt-in campaign template in the Marketing Automation app to confirm marketing email consent from the contacts in the Newsletter mailing list.

After launching the Double Opt-in campaign, view the contacts that have double opt-in in the Confirmed contacts mailing list (Email Marketing app ‣ Mailing Lists ‣ Mailing Lists).

Activity metrics on the campaign form.

Now, the Confirmed contacts mailing list is ready to be used for sending newsletter marketing emails from an Odoo database.