Email Experience Manager

The EXM double opt-in process

Abstract

Set up and customize a double opt-in subscription process.

The Email Experience Manager provides a series of controls and messages that help you to set up and customize a double opt-in subscription process.

The EXM double opt-in process consists of:

  1. Signing up via the self-service subscription control.

  2. Redirecting to a confirmation page (optional).

  3. Sending a confirmation email message with a subscription confirmation link.

  4. Adding a subscriber to the database. After clicking the subscription confirmation link, the contact is subscribed.

  5. Sending a subscription notification message.

By default, subscribers stay on the same page after changing the mailing list subscriptions. However, you can create custom confirmation pages and provide the module with the paths to start redirecting subscribers. You can also customize email campaigns that the component sends to subscribers during the subscription process.

You cannot disable the subscription confirmation or otherwise switch to single opt-in.

The EXM double opt-in process provides the following customizable settings:

Name

Location

Description

E-mail Sent ConfirmationPage

Manager root item >

Subscription control

Redirect subscribers to a confirmation page after submitting the subscription form. You specify the relative path to your custom page item. By default, this field is empty which means that the visitor stays on the same page.

StandardMessages.SubscriptionConfirmation

Sitecore.EmailExperience.

ContentManagement.config

Use a custom subscription confirmation message. You replace the default value with the relative path to your custom message item.

The default value is: Service Messages/Self-Service Subscription/Subscription Confirmation

Final Confirmation Page

Manager root item >

Subscription control

Redirect subscribers to a final confirmation page after clicking the subscription confirmation link. You specify the relative path to your custom page item. By default, this field is empty which means that the visitor stays on the same page.

StandardMessages.SubscriptionNotification

Sitecore.EmailExperience.

ContentManagement.config

Use a custom subscription notification message. You replace the default value with the relative path to your custom message item.

The default value is: Service Messages/Self-Service Subscription/Subscription Notification