Double Opt In / Welcome Series Campaigns

Hi Katie,


Your workflow looks nice! We are currently working to implement something like this to on-board constituents in a more thoughtful manner.


I looked into double opt-in a while back, but there is an issue with it. I went through a lot of notes/cases trying to find the reason it won't work when I spoke to support, but I know there is an issue. This might be it though: https://search.blackbaud.com/#q=double%20opt%20in&t=All


It will only work with new constituents. We allow the same email address to be used in TR for multiple constituents. I think it won't work for us due to this.


Is there a reason you are putting constituents in groups instead of interests? My guess is that its because you can do this with tasks/queries. Just be aware that if you send to a group and the constituent unsubscribes, that user is gone from your entire housefile. We use interests so that constituents can unsubscribe from a certain email and still receive others we send.


This article talks a little more about that:
https://search.blackbaud.com/#q=double%20opt%20in&t=All


Thanks,


Phil