Configuring Double Opt-In for a Trust Center
Double Opt-In (DOI) is a two-step opt-in process where two actions are required before consent can be confirmed for a purpose.
For more information on displaying consent preferences on your Trust Center, see Adding Consent Preferences and Data Element Sections.
When double opt-in is enabled on a Trust Center and the first action on a purpose is submitted, the purpose status will be set to PENDING. The data subject will then need to complete the second step of the double opt-in process by clicking the Confirm in the received confirmation email to confirm their consent. Once the data subject confirms their consent, the purpose status will change to ACTIVE. If the data subject clicks Cancel in the confirmation email, the purpose status will change to WITHDRAWN.
The confirmation link in the Double Opt-In email will become invalid after the user confirms or cancels their consent via the DOI process. The link cannot be used more than once.
To configure double opt-in
You can use double opt-in to confirm a data subject's consent for purposes.
- On the Trust Center menu, select Portals.
The Trust center portals screen appears.
- Navigate to the Settings tab.
Double Opt-In Settings Reference
The following settings on the Trust Center Settings tab are relevant to double opt-in.
- Field
- Description
- Double Opt-In
-
Enable this setting to utilize two-step opt-in for consent. Enabling this setting will send a confirmation email to each data subject when they opt-in. The data subject identifier should be the email address.
- Redirect URL
-
Enter the URL where the data subject should be redirected after confirming or canceling consent by clicking their received link in the Double Opt-In Confirmation email message.
- Include Cancel Option in Confirmation Messages
-
Enable this setting to include an option for data subjects to cancel the Pending status for the Purpose(s) within the Double Opt-In Confirmation email message. The status of the Purpose(s) will then be updated to Not Given.
- Request confirmation every t
-
When enabled, this setting will trigger a confirmation email for existing data subjects that submit consent for already Active purposes.
- Send Confirmation Email
-
If Email is selected as the data subject identifier for the Collection Point, this setting is enabled by default, but can be disabled to configure a custom double opt-in workflow while retaining the email data subject identifier. However, if a non-email data subject identifier such as Mobile is selected, this field will be disabled and unavailable.
FAQ
Can I turn on DOI for some purposes or regions only?
No. One toggle applies to all purposes in the Trust Center; per-purpose and per-region rules are not yet available.
What does the data subject see?
Consent is saved as PENDING, and the data subject gets an email to confirm or cancel their opt-in. After confirming, they receive an acknowledgment email.
Will this affect my preference center DOI configuration?
No. Preference center links and flow are unchanged.
Is DOI on by default?
No. DOI is disabled until an admin enables it. Disabling DOI stops new DOI emails.
Do the global DOI settings apply to Trust Centers?
Yes. DOI settings configured through Global Settings affect all DOI configurations, including Trust Centers and Preference Centers
For more information, see Universal Consent & Preference Management Settings.