An email confirmation sequence sends an automated opt-in confirmation email to contacts who sign up to receive your marketing. Contacts who confirm their email address are more likely to engage with your emails, which improves your deliverability and keeps your marketing focused on people who genuinely want to hear from you. This article covers how to set up an email confirmation sequence in your automation builder.

How to Set Up an Email Confirmation Sequence

1. Click Automations in the left-hand navigation menu.

   [Screenshot shows the left-hand navigation menu with Automations highlighted.]

2. Click the button to create a new automation and select Advanced Automation from the options displayed.

   [Screenshot shows the automation creation options with Advanced Automation selected.]

3. Enter a name for your automation in the name field and click Save.

   [Screenshot shows the automation naming screen with a name entered in the name field and the Save button displayed.]

4. Add a Get email opt-in step to the automation canvas by selecting it from the "Then" step options. Adding this step opens the legacy email builder where you will customize your confirmation email.

   [Screenshot shows the automation canvas with the Get email opt-in step added, and the legacy email builder open for editing.]

5. Edit your confirmation email in the legacy email builder. When you are finished making changes, click Done.

   [Screenshot shows the legacy email builder with the confirmation email open for editing and the Done button displayed at the top of the builder.]

6. Review the email confirmation sequence on the canvas. After clicking Done, the Get email opt-in step transforms into an email confirmation request sequence that is locked to the confirmation goal. The sequence cannot be modified beyond the customization options available inside the confirmation email itself, because the sequence is designed to be CAN-SPAM compliant.

   [Screenshot shows the automation canvas with the email confirmation request sequence displayed, locked to the confirmation goal.]

7. Double-click the confirmation goal to review its behavior. A message will display stating that if a contact already has a confirmed email address, the confirmation sequence will be skipped and the contact will move to the next step in the automation.

   [Screenshot shows the confirmation goal settings panel, displaying the message that contacts with a confirmed email address will skip the sequence and move to the next automation step.]

8. Double-click the email confirmation request sequence if you need to make additional changes to the confirmation email. You can modify the content of the confirmation email by double-clicking the email item inside the sequence. You cannot add or remove steps from the locked sequence.

   [Screenshot shows the email confirmation request sequence open, with the confirmation email item displayed inside the locked sequence.]

9. Click Publish to activate your automation. Once published, the email confirmation sequence will send automatically to contacts who opt in to receive your marketing.

   [Screenshot shows the automation canvas with the Publish button displayed in the upper right corner of the automation builder.]

Add a Reminder Confirmation Email for Contacts Who Do Not Confirm

If a contact does not confirm their email address right away, you can add a second email confirmation sequence after the first one as a reminder. The purpose of the reminder sequence is to prompt the contact to confirm their email address so they can receive the information they signed up for. Contacts who confirm their email address at any point will skip any remaining confirmation sequences and move to the next step in the automation.

Limitations of the Email Confirmation Sequence

The email confirmation sequence has limited customization options by design. The sequence is locked to ensure it remains CAN-SPAM compliant. You cannot add new steps, remove existing steps, or reorder the steps inside the confirmation sequence. The only changes you can make are to the content of the confirmation email itself, which you can edit by double-clicking the email item inside the sequence.