Beginner’s guide to working with opt-ins

Tabata Vossen -

One of the main things you should do when setting up an identified Qualifio campaign is to place opt-ins in the form to collect consent from participants and gain more email subscribers. Read this article to learn more about the features of opt-ins!

Table of contents

About opt-ins

An opt-in is a way that the participants agree to receive communications from you, e.g. through email. After someone is opted-in they become a subscriber to your email list. This means you can send them news updates, promotional messages and more!

⚖️ Note regarding data privacy laws: With laws concerning data collection and use of personal data continually changing, opt-ins also form the basis for operating legally compliant email marketing campaigns, as recipients are required to give a sender explicit permission to send them marketing emails.

Note: If you have a mailing integration, someone fills out your form and ticks the opt-in and they’re added to your email list right away. You can find an example of this in our article about the integration with Mailchimp.

Setting up opt-ins

Let’s go over the way to set up opt-ins in Qualifio.

Setting up and managing your opt-ins is anything but complicated. We’ve created a custom panel in Qualifio for easy and intuitive access to your opt-ins and opt-in statistics.

The Opt-ins module can be found on the main menu. In this module, you can define one or more opt-ins that are active in one or more campaigns. This enables you to differentiate opt-ins between different forms.

You can find an example configuration of an opt-in below:

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Using this configuration the opt-in will be presented to the participant in the campaign in the following way:

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NOTE: You can add an unlimited number of opt-ins.

Choosing opt-in settings

When you create a new opt-in in Qualifio, you’ll need to choose the opt-in settings you want to use. In this section, we will take a look at each opt-in setting so you can learn how to choose wisely.

To choose your opt-in settings, follow these steps:

  1. Go to Opt-ins.
  2. Then click on the Add an opt-in button.

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  1. If you want to store the information and pass it to your vendor, click the Mapping variable drop-down and select a variable. If your company uses SSO variables, refer to our "Using SSO variables with the Opt-in Manager" article here.
  2. Click the Language drop-down and select a language. The opt-in will only be available in campaigns with the same language.
  3. Now we come to the content. Choose the name of this opt-in and add an explicit opt-in text so that participants know upfront what they are agreeing to.
  4. Your opt-in can feature your logo (or that of your sponsor, partner or advertiser).

Opt-in types

There are two types of opt-ins available: optional and required.

  • With an optional opt-in, you inform the participant that they can opt in by checking the checkbox. If the participant does not tick the checkbox and continues, they won’t be opted in.
  • With a required opt-in, you require the participant to opt-in by checking the box. If the participant does not ticket the checkbox, they won’t be able to continue. To be GDPR-friendly, we do not recommend to enable this option for mailing.

Qualifio also supports two types of opt-in display: checkboxes and radio buttons.

  • With checkbox opt-ins, the participant has the ability to opt-in by ticking a checkbox.
  • With radio button opt-ins, a choice is presented to the participant and the participant is required to select one of the two options (yes or no) to continue with the campaign – unless the opt-in is optional.

Qualifio’s opt-ins have the checkbox de-selected by default, to meet the consent requirements of the GDPR which require receiving affirmative consent from your subscribers.

By using pre-checked opt-ins, the default action is that the participant is opted in.

If you intend to use this opt-in with single sign-on (SSO), you can prefill data at sign in. In this case, select the If prefilled menu to define how the opt-in will behave if it gets prefilled.

Click Save. This should take you to the list of opt-ins again, only this time your new opt-in should be there!

You can change the opt-in settings for an existing opt-in at any time. Just visit the opt-in’s settings.

Info boxes

The “info box” works as a pop-up that is triggered by clicking on the interrogation mark and that can contain descriptions or instructions related to your opt-in.

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Schedule settings

In this area, you can schedule an opt-in campaign based on a date and time and limit the number of opt-ins to be collected.

Tip: Using the Priority attribute, you can organise opt-ins based on which ones you would like to see first in your campaigns. For instance, the opt-in with a priority of 100% will always be shown first in the list.

Using the Availability per website

Next, you’ll see the Availability per website area.

Opt-ins need to be linked to the websites for which they need to be available. This can be configured by going to the settings of an opt-in and editing the opt-in availability in the dedicated tab:

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For help on how to do this, see here.

Bonus extra — tracking tags

📌 Important: You don't need to use this if you are using the Qualifio Tracking Framework.

You may want to structure your tracking so that if participants do not check the opt-in, then they are opted out of a specific tracking tag. This way you’d only track people who have given you permission to do so.

  1. Navigate to Opt-ins.
  2. Click to edit your opt-in.
  3. Enter your tracking tags in the Tracking area.
  4. Save your changes.

Tip: This is a great way to only enable tracking after consent is given. You can read about how to use an opt-in checkbox as consent for tracking scripts here.

(Optional) How do I send a welcome email with Qualifio?

Now, let’s set up your welcome (or confirmation) email.

You can easily edit your welcome e-mail via the Email tab.

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Opted-in participants will receive your welcome email. You can keep it simple or flourish your message with links and images.

Note
In order to maximise your deliverability rate, here’s what you need to know.

Placing opt-ins on your form

Time to head over into the campaign in which you want participants to opt in.

Enabling an opt-in in a campaign is super easy. Once an opt-in has been set up, you’ll have quick access to it through any of your identified campaigns.

To ensure that an opt-in is requested during the campaign flow, it needs to be selected at campaign level in the Form step, as shown below:

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If one or more opt-ins are selected, Qualifio will present the opt-in(s) during the campaign flow for every publication channel by adding the opt-in checkbox at the end of the form.

Remark: If you don’t see the desired opt-in in the list, please first double check its language and availability per website. Want to know a little more? How to fix opt-in or form not showing on your list →

You can easily remove an opt-in from your campaigns at any time.

And you’re all good to go!

Tracking opt-in conversions

Once your campaign is up and running and generating participations, you can also view and export opted-in participants via the Qualifio campaign statistics.

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Opt-ins in Qualifio enable your email marketing to be operated in a legal manner by presenting participants with a clear choice during campaigns.

The result of this choice (opted in or not) is stored for each of your participants in your campaign statistics, along with detailed information about the time when the opt-in was provided.

Together with the versioning feature, those statistics allow you to gather some information on which participants gave their consent and what they gave consent for.

Tip: In 2018, Qualifio decided to enable opt-in text versioning. You can view previous versions from the Versions screen. Saved changes in opt-in texts are added to the opt-in’s history. This feature is important for being able to demonstrate consent, as described in Article 7(1) of the GDPR.

Note: Forms use a single opt-in setting. Qualifio doesn’t have built-in support for double opt-ins. If you have a real-time push integration with us and would prefer to use double opt-in, you can request that change by contacting us. Custom integrations are only available for Gold and Platinum users. Check out our plans here.

Questions? 👋🏼

We’re always happy to help! Send us an email and be sure to share your campaign’s title or ID so we can better assist you.

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