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Updated: Dec 18, 2024

How to enable double opt in and Smart Nudge

Requiring a double opt in adds an extra layer of security to your account by asking your new subscribers to confirm their email address before any emails can be sent to their inbox. It’s an important aspect that verifies people willingly subscribed and confirmed their membership to your publication. 

And because we're all human and could easily forget that second step, further enabling Smart Nudge is the best way to ensure those new subscribers confirm and complete their opt in. 

Although both are optional, several best practices are seamlessly integrated into the process when you enable these features in your account.

Here's what to expect when when you have both double opt in and Smart Nudge enabled:

  • Automated Delivery: Double opt in emails are automatically sent to new subscribers upon subscription.
  • Welcome Message: New subscribers receive a brief welcoming message, urging them to verify their subscription by clicking a confirmation button.
  • Confirmation Button: The confirmation button directs subscribers to your beehiiv Home Page or a custom URL.
  • Smart Nudge: If new subscribers don’t respond to your welcome message, then Smart Nudge sends another email reminder 48 hours later. 

To create a more tailored opt in experience for your subscribers, you can customize the confirmation email content, button text, and its URL. 


How to enable double opt in 

  1. From the left panel Dashboard, scroll down and select Settings.



  2. Your publication settings will open. If you have multiple publications, select one from the dropdown options. Click Emails from the left panel.



  3. Scroll down to the Preset Emails section.



  4. Toggle on the option for Double Opt in Email to enable it.



  5. With double opt in enabled, after signing up for your beehiiv publication, new subscribers will receive a message letting them know they still need to confirm.


Option to add an opt in redirect URL

By default, double opt in emails include a subscription confirmation button that redirects subscribers to your publication’s Home Page or a custom URL. If you prefer to redirect subscribers to a different URL upon confirmation, you can specify an alternate destination.

After you’ve enabled double opt in using the steps above, you’ll see an option to add an Opt in Redirect URL. Entering a URL in this field sets the destination for subscribers after they confirm their subscription.



How to enable Smart Nudge

When double opt in is enabled, subscribers automatically receive a welcome message with a confirmation button. Until they confirm their email, they remain in a pending state. Smart Nudge is designed to send a follow-up reminder email 48 hours after the initial welcome message to encourage confirmation.

To enable Smart Nudge, simply toggle on the Smart Nudge option under the Preset Emails section.




Pro Tip: While optional, Smart Nudge works best in combination with the double opt in process. It serves as a helpful reminder for pending subscribers — those who haven’t confirmed their email — improving the likelihood that they’ll complete the confirmation and finalize their subscription.

How to customize your double opt in email message

  1. Navigate to the Double Opt in Email section and click View Opt In Email.



  2. Your Opt in Email Dashboard will open. Click the Edit Email button in the upper right corner.



  3. A blank email template will appear, allowing you to fill in the Subject Line, Preview Text, and Content using the same email editor you’re familiar with when creating your posts.



  4. Use the Preview option to see how your email will appear. Once satisfied, click Save in the bottom right corner.



    Tech Note: The Confirm Subscription button cannot be deleted, as it is essential for verifying subscriptions. However, you can customize its text and place it anywhere within the email.

     

  5. From your Opt in Email Dashboard, navigate to the Analytics tab to monitor your email’s performance. This includes data on Recipients, Open Rate, Click Rate, and Unsubscribe Rate.

    On the lower portion of your Dashboard under Clicks, you’ll find a detailed breakdown of subscriber clicks, showing the specific links clicked.



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