🧨 Double Opt In Webform for Campaigns

Markus Funk
Markus Funk Posts: 120
100 Comments Second Anniversary Name Dropper Photogenic

Hi there, 

I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature? 

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Comments

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited July 26 #2

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

  • Markus Funk
    Markus Funk Posts: 120
    100 Comments Second Anniversary Name Dropper Photogenic
    edited March 10 #3

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Hi Janis, 

    thank's for the quick reply👍 This feature will be needed for a special purpose only. A webform explicit made for signing up for a newsletter. 

    Also I would like to send that out on a regular basis to have  address "cold contact" to see wether or not they are still interested in receiving information (contacts data base Management) A single opt-in method would be useful to get consent e.g. for downloading a whitepaper or similar purposes.

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited March 10 #4

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Thanks for the input Markus. 
    I'm glad you raised the 2nd point about verifying interest from cold contacts. 
    This we also plan to tackle, but it won't be possible through Campaigns directly, but through your own email outbox. 
    As Campaigns is permission-based email marketing tool, we can't allow cold emails even the interest confirming cold emails to be sent through our infrastructure as that is a high risk to the service quality. Instead, we plan to provide a method for you as PD user to send emails to cold contacts via your email outbox and get the consent of interest. Would that work for you?

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 369
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited July 25 #5

    Hi,

    I just can agree with @Markus Funk . This is urgently needed! 

    The minimum requirement is a link which can be sent e.g.  via an automation to a certain email address. And if the owner of this address clicks on it, his marketing status switches to "subscribed". 

    But of course a fully working double opt in integrated to the webforms additionally would be better. For example a 3rd blocktype...

    Besides that: Great Add On!!! I played around and we will send our first newsletter today!! :-)

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited March 10 #6

    Hi,

    I just can agree with @Markus Funk . This is urgently needed! 

    The minimum requirement is a link which can be sent e.g.  via an automation to a certain email address. And if the owner of this address clicks on it, his marketing status switches to "subscribed". 

    But of course a fully working double opt in integrated to the webforms additionally would be better. For example a 3rd blocktype...

    Besides that: Great Add On!!! I played around and we will send our first newsletter today!! :-)

    Thank you @Bernd Auer for the input. 
    Munching on the feedback, music to my ears. We are on the right path it seems. Integrating all parts of Pipedrive tools is quite challenging, but we are working on the things you mentioned. After all the summer vacations I believe the team will pick up a good development pace. 


    Good luck with the campaign! Exciting times ahead.

  • Markus Funk
    Markus Funk Posts: 120
    100 Comments Second Anniversary Name Dropper Photogenic
    edited March 10 #7

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Hi Janis, sure that would work too. The sooner the better. But what I meant was. I  do have contacts the we had email contact to but not within the last 6 months ( as an example). I would like to reactivate these with a campaign. The are not cold contacts  as if we would speak of contacts that have never been contacted before, but contacts that haven’t reacted in a certain period of time.  

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited March 10 #8

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    OK got it. Sounds good, will take this in as an input.

  • marketing.int@2b-advice.com
    edited March 10 #9

    I vote "please" for this as well! Loved the concept of the mailigen double opt-in approach. 

  • Marcus Belke
    Marcus Belke Posts: 16
    edited March 10 #10

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Hi, I think this would work, but a better or additional approach would be to let them be able to sign up again via the webform with a double opt in, which is something not working right now. 

  • Marcus Belke
    Marcus Belke Posts: 16
    edited May 9 #11

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Do you have a date for the Double Opt In features. October has been a while?

  • Aleksandrs Vilums
    Aleksandrs Vilums Ex-Pipedrivers Posts: 22 PIPEDRIVE PRODUCT MANAGER
    Photogenic First Anniversary Pipedrive Employee
    edited May 9 #12

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Hi @Marcus Belke 

    1st version of Double opt-in solution we're releasing this month. If you don't mind, we would like to invite you to usability testing.

    Kind,
    Aleksandrs

  • Markus Funk
    Markus Funk Posts: 120
    100 Comments Second Anniversary Name Dropper Photogenic
    edited May 10 #13

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Could you please invite me as well? I brought it up and I really need to have that running..like all the other users in the DACH area.

    Regards, 

    Markus

     

  • Aleksandrs Vilums
    Aleksandrs Vilums Ex-Pipedrivers Posts: 22 PIPEDRIVE PRODUCT MANAGER
    Photogenic First Anniversary Pipedrive Employee
    edited May 10 #14

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Thank you! We added in invitation list. 

  • Markus Funk
    Markus Funk Posts: 120
    100 Comments Second Anniversary Name Dropper Photogenic
    edited May 11 #15

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Did you add me as well? Please.... :-)

     

  • Marcus Belke
    Marcus Belke Posts: 16
    edited July 26 #16

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Hi, there is a double opt in feature now but for Germany it is insufficient Since the integration in webforms is missing. If somebody signs up for information of any kind you have to make sure this person really requested the information and that it is not a third party that filed and sent the form. This is not only for newsletters. It is not so much about privacy but the UWG. We peovided additional info absout the legal situation via support.  So every new person signing up via a webform has to get the Double Opt in email. This could be achived by optimizing the marketing status field function or by evolving the workflow features sonthat it triggers the double opt in, when somebody signs up. The manual double ipt in feature implemented doesn‘t do much since the timing between between receiving the webform and sending out the request for DOI   doesn‘t work. If we send the double opt in out hours after somebody filled the webform, we loose the customer most of the time. Following the announcement above we promised our sales and marketing team now since last September that this coming, the manual trigger of a DOI was commented to be insufficent and useless. What is the plan here, this is relevant for at least all German PD customers. And it seems we are only a very small step away from a solutiin. 

  • Aleksandrs Vilums
    Aleksandrs Vilums Ex-Pipedrivers Posts: 22 PIPEDRIVE PRODUCT MANAGER
    Photogenic First Anniversary Pipedrive Employee
    edited July 26 #17

    Hi @Markus Funk, thanks for your feedback.
    Yes, we are well aware of the requirements and are working on 1. the double opt-in solution itself; 2. improving PD webforms to have an option to enable single / double opt-in, so all contacts coming through the form are automatically subscribed.

    We are aiming at October month tho have this functionality in place. 

    Do you expect to send double opt-in requests to all contacts coming through web forms or would you be also using a single opt-in method?

    Hi, Marcus

    Thank you for your feedback! 

    First version of the double opt-in solution was as MVP. We implemented:

    • email sending infra. 
    • new marketing status "Pending consent" and alignment with existing marketing statuses 
    • consent saving
    • DOI subscribed contacts filtering
    • option to send opt-in request one by one in specific product language
    • DOI contacts as mandatory

    Opt-in requests from email sending infra. should be sent in less than a few minutes. In case the email sent is delayed, let our support know and our Email Delivery Team will investigate the issue.

    About the 2nd DOI version we are aware of. We will merge existing DOI solutions with webforms according to feedback and next features backlog priorities. But first we need to do research, gathering feedback from Campaign users and looking into complexity/scope merging DOI with webforms. We cannot promise DOI web forms to be released this year.

    We're open for any additional feedback and suggestions, e.g. what kind of consent proof should be saved when users subscribe through website DOI webform.

    Kind,
    Aleksandrs

     

     

  • Hi Aleksandrs,


    great to hear that you are working on an automated DOI solution. I line up with my German colleagues that really needed that function.


    • option to send opt-in request one by one in specific product language

    --> My question to this topic: When will it be possible to adjust the mail text of the Double Opt-In request? Unfortunately, the default text does not really match our tone of voice.

  • Hello everyone,

    I would like to join the discussion and ask that you also add the option of having the DOI sent automatically. Do I have to do something for it?

    Greetings from Frankfurt

  • Pascal
    Pascal Posts: 3
    Name Dropper First Comment

    Hello,

    +1 here. It is currently not possible to legally use campaigns within the EU for B2C.

    And here is why. GDPR currently states:

    1. Any user has to manually accept the privacy t&c in a form (I used the ugly workaround with a custom field to do so)
    2. Then a Double-op-in Mail has to be sent out immidiately
    3. After Opt-in you can set the status to "Opt-in" and "Subscribed" - Legally no B2C contact within the EU can be "Subscribed" and at the same time "no DOI-consent". That's just not possible. You need to adjust here to do business with any company following the EU-GDPR guidelines.

    Also: It can't be seriously a manual job (just think of 20k sign ups per month). If it is to complicated to implement in Campaigns or webforms - just allow a "DOI send Workflow"...

    We tried to work around it and send the Opt-in ouselves and set the DOI status via API - not possible. So we can't get an optin for existing users that we want to transfer to Pipedrive as well. This is quite annoying.

    Please priorotize this if you want the great campaigns feature to be used. More information can be found here https://audienceserv.com/blog/email-marketing-gdpr/

    Cheers,

    Pascal

  • Chiara
    Chiara Posts: 1
    Photogenic Name Dropper First Comment
    edited November 16 #21

    Hi @Aleksandrs Vilums,

    I would like to ask if you have any updates on the automatic DOI for webforms? When does Pipedrive launch the feature?

    Thank you in advance!

    Best,

    Chiara

  • i would also like to know if there are any updates on this, as of now since there is no way to automate sending the double opt in, no way to mark opted in from form even with a consent checkbox explicitly marked, we are having to manually send opt ins. i tried using Zapier and other tools like that to send the opt in message automatically but nothing will do, and there is no way to update a person with double opt in triggers...

    this is needed to manage clients properly and in line with GDPR, but also not to have tons of more manual work!

    thanks!

  • Hi @Aleksandrs Vilums,

    we are waiting for a DACH / GDPR compliant solution for campaigns since AUGUST 2021. Without the mentioned features, your DACH customers can't use this feature. Since it is a feature the user hast to pay for, PD should have a great interest in getting this done. Otherwise you won't sell that any more / loose the already singned up users in the region. SO PLEASE GIVE AN ANSWER WHEN OR IF this will happen.