Consent and double opt in

Proca supports multiple ways to collect consent and confirm supporter email. Here you can find out which one matches your need.

No double opt-in

The simplest scenario is that you only collect consent on the form. The action is recorded, the subscription is made according to the consent checkbox. Optionally, a thank you email can be sent.

How to configure?

  • Organisation must have supporter confirm disabled (proca org:set –no-supporter-confirm org_name)
  • Action Page must have thankyou email template set to an existing template

Newsletter double opt-in

Beside the consent on the form, the member is also sent an email to confirm the newsletter subscription. The action is accepted immediately, even if supporter ignores the email. We have two configurations possible:

1. Double opt-in email is only sent if member clicked Yes on under the form. Your contact data will have optIn=true and doubleOptIn=true.

2. A mixed thank you/double opt-in email is sent to everyone, but only if supporter clicked Yes, they will see a button to confirm their subscription. Others will see just rest of the email (where you thank you for taking action, ask to share, etc). Your contact data will have optIn=true and doubleOptIn=true

Note: You cannot add another thank you email after the DOI email. Consider putting the information you would put in the second email on the website the user lands after clicking the “I CONFIRM” button. This will have a bigger conversion, because they will always see the landing page, whereas they might not always open the second email. Another option is to use a CRM sync and send a welcome message using your CRM system.

How to configure?

  • Organisation must have supporter confirm disabled (proca org:set –no-supporter-confirm org_name)
  • Variant 1 – DOI email :
    • Action Page must have thankyou email template set to an existing template with a link to {{doiLink}}
    • Organisation must have doi thank enabled (true) (proca org:set –doi org_name)
  • Variant 2 – hybrid DOI/thank you email :
    • Action Page must have thankyou email template set to an existing template with a link to {{doiLink}}, it must contain sections relevant for supporters who clicked yes or no on consent form. Use template blocks {{#privacy.optIn}}only visible to those who clicked yes{{/privacy.optIn}} and {{^privacy.optIn}}only visible to those who clicked no{{/privacy.optIn}}
    • Organisation must have doi thank you disable (false) (proca org:set –no-doi org_name)

Action double opt-in (aka Supporter confirmation)

This method is used when you want to verify the supporter email ie. check if it was really them who took action, and not an imposter. The action will only be accepted, after the supporter confirms! When it comes to newsletter subscription, you can pick different variants:

1. Use the Yes/No consent from the form + information that it was really them – make a subscription. In this scenario your contact data will just have optIn=true/false, and no doubleOptIn, but you know they verified, so you can treat this optIn as a strong consent
2. Put two buttons in confirmation email: One to just confirm, and the second to confirm and subscribe to newsletter. In this case you will also receive doubleOptIn=true in your contact data.
3. Like 2, but you do not put any consent under the form (just Sign button), and then send an email with two buttons to either just confirm action, or confirm action and subscription to newsletter. Your contact data will have doubleOptIn=true (and optIn=false because there was no consent on the form)

Note: You can add another thank you email after the action is confirmed if you want (see note above why this might lower your conversion)

How to configure?

  • Organisation must have supporter confirm enabled (true) (proca org:set –supporter-confirm org_name)
  • Variant 1 – just action DOI email (same for all action pages):
    • Organisation must have supporter confirm template set to an existing template with a link to {{doiLink}}
  • Variant 2 – just action DOI email (same for all action pages) + thank you email (action page specific)
    • Do steps for Variant 1 and set thank you template in Action Page
  • Variant 3 – just action DOI email with two buttons: confirm and confirm+subscribe
    • Organisation must have supporter confirm template set to an existing template with two buttons: 1. link to {{doiLink}} 2. link to {{doiLink}}?doi=1.
    • To show the “confirm and subscribe” only when user clicked Yes on the form, wrap it in block: {{#privacy.optIn}}only visible to those who clicked yes{{/privacy.optIn}}
  • For all variants:
    • You can override the supporter confirm template for an Action Page
    • If the supporter confirm template is unset on Org, but set on Action Page, only this Action Page will perform action DOI – use it if you want action DOI to be enabled just for some action. (eg: MTT but not petition)