Knowledge Base

Double opt-in, also known as confirmed opt-in, is a process in which a contact confirms their subscription to your company’s marketing communications by receiving and clicking a confirmation link in an email.

Identifying double opt-in contacts

You can identify these contacts in your people list view by adding the double opt-in column or using a quick filter.

How do I see all double opt-in contacts in my contact list?

To see the status of all your contacts at a glance, add the double opt-in column to your list view.

Click on the gear icon in the people list view to open the “Customize columns” dialog, and check the “double opt-in” box to make it visible.

Click “Save” to apply the changes and you‘ll see the Double opt-in column with confirmation status for your contacts.

How can I filter for double opt-in contacts?

You can use a quick filter to view only contacts who‘ve confirmed double opt-in.

In the people list view, click “Add condition” and set it to Double opt-in > is > Confirmed.

And now you‘ll see only confirmed double opt-in contacts.

Sending double opt-in requests

How do I send a double opt-in request to one of my contacts?

To send a double opt-in request, open the detail view of any of your contacts. Under the Marketing section, next to double opt-in, click “Send request.”

You‘ll see a preview of the email content before sending.

After sending the request, the contact‘s marketing status will change to “PENDING DOUBLE OPT-IN” until the contact confirms their subscription:

Note: You can’t currently edit the content of double opt-in messages, and they’re only available in Pipedrive‘s supported product languages.

How do I change the sender information?

The emails are sent from the verified default sender selected in your Campaigns settings.

Changing the sender – You can change the default sender by clicking “...” in the Senders tab next to the person you want to set as the sender and selecting “Set as default.”

If my domain is authenticated, will my emails be sent authenticated as well?

Yes, if your sender domain is authenticated in the Campaigns Domain authentication section, your double opt-in emails will be sent as authenticated:

Understanding marketing statuses

What do the pending and confirmed statuses mean?

Once you send the request, the contact’s marketing status changes to “PENDING DOUBLE OPT-IN,” which means the system is waiting for the user to click the email link to confirm their subscription.

After a contact clicks the confirmation link in the email, their marketing status will show “subscribed” and the double opt-in status will change to “confirmed,” indicating the user has confirmed their subscription to your emails.

Pipedrive also records the confirmation date, time, and IP address to provide proof of consent for your marketing subscribers.

Note: To protect data privacy, opt-in IP addresses are only visible to Campaigns admins.

Can I change statuses manually?

You can manually change a contact with “PENDING DOUBLE OPT-IN” status back to “subscribed” or “unsubscribed”.

• Manually changing the status will disable the double opt-in confirmation link sent to the user.

• If your subscriber tier limit is full and you change a status to “subscribed,” the contact’s status will change to “pending upgrade” instead.

Sending limits and troubleshooting

Are there limits on sending double opt-in requests?

To protect our infrastructure, you can send up to 100 double opt-in requests within 24 hours.

If you need to exceed this limit, please contact our support team.

Note: If your emails’ unsubscribe or abuse rate is too high, the Campaigns compliance team might refuse a limit change request.

Why is the “Send request” button disabled?

The following reasons will justify disabling the “Send request” button:

• You don’t have a verified default email sender in your Campaigns settings.

• You don’t have permission to send campaigns.

• You have reached the daily limit of 100 requests.

• The contact previously unsubscribed from a double opt-in request.

• Your Campaigns account is suspended.

• You‘ve already sent a request to that contact.

Can I send requests to unsubscribed contacts?

Yes, you can send double opt-in requests to unsubscribed contacts, which is helpful if a contact specifically wishes to resubscribe to your emails.