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How Does a Customer Opt-in (or Double Opt-In)?

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Double Opt-in Tracking Opt-Ins vs. Opt-Outs

Gathering consent from a customer is essential for automated programs (such as SMS campaigns). Consent is typically gathered via existing communication channels, such as:

  • Agent communication
  • IVR
  • Web-based
  • Keyword


Double Opt-in

A "double opt-in" requires that a customer take action to confirm their original opt-in. For example: if a customer signs up for an SMS program online (via website), an SMS message may be sent to the customer asking them to text back to confirm their enrollment. Until that second confirmation is received, the user is not opted-in.

When prompting for a double opt-in, the failure rate for opt-in confirmation is will considerably outweigh the success rate:

  • Consumers typically ignore the call to action and do not confirm the opt-in.
  • 80% failure rate for double opt-in can be expected.
  • Double opt-in is no longer necessary from a CTIA compliance perspective. If client compliance requires double opt-in, it is strongly encourage to measure the rate of double opt-in messages sent vs. confirmations received to evaluate the impact/success of your campaigns.


Tracking Opt-Ins vs. Opt-Outs

For both toll-free numbers and shortcodes, all opt-outs are noted in Contact Manager with consent being tied to the individual. 

double opt-in opt-in

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About SmartReach

SmartReach a next-generation contact center platform that powers more than 14 billion interactions a year. By seamlessly integrating omnichannel communications, CRM, AI, and WFO capabilities, the Company’s technology delivers an exceptional agent and customer experience while reducing compliance risk. With 20 years of cloud experience and expertise, LiveVox’s CCaaS 2.0 platform is at the forefront of cloud contact center innovation.



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