Confirming an email address is a manual process where your contact clicks a confirmation link to tell their email provider they want to receive marketing emails from you. This improves deliverability by reducing the number of unengaged contacts you send to, helping your emails avoid spam folders and rejections.
Two Ways to Send Confirmation Emails in Keap
- One-off Confirmation from a Contact Record
- Bulk Confirmation Requests through an Automation Sequence
You can send a confirmation email to contacts with any of the following statuses:
- Unengaged Marketable
- Unengaged Non-marketable
- Non-marketable
- Unconfirmed
Important: A contact can receive a maximum of 2 confirmation emails within 30 days. If you attempt to send more, the contact record will display this message:
"You have exceeded the maximum amount of confirmation emails that you may send to this recipient. You may only send 2 confirmation emails within a 30 day period."
One-off Confirmation from a Contact Record
Log in to your Keap application.
Navigate to the Send Confirmation email option for the contact:
For Pro / Max users:
Navigate to Reports → Email Status Search.
Search for the email address
Click on the "Edit" link in the Manage Status column
In the You Can section, click Send Confirmation Email
Click Send Email
Once you see the message “An email confirmation has been sent,” the confirmation email has been successfully delivered
For Classic users:
Open the Contact Record for the email address
Go to the Email / Social section and click Manage Email Status
In the You Can section, click Send Confirmation Email
Click Send Email
Once you see the message “An email confirmation has been sent,” the confirmation email has been successfully delivered
Bulk Confirmation Requests through an Automation Sequence
An Email Confirmation Sequence is a special type of automation that sends a confirmation request to contacts when they opt into a campaign. This ensures your marketing focuses on people who confirm their email address.
To set it up:
For Pro / Max users:
Automation → My automations → Click the Create an automation button
Select Advanced automation (Automation builder)
Name your automation and Save
Select Tag is applied for your When
Select Get email opt-in for your Then
Connect the Tag is applied to the Email confirmation request
-
Click on Tag is applied
Select View and edit
Create a new tag called Confirmation Email Start and press Add "Confirmation Email Start"
Press the "Save" button
In the Add new tag window Category is optional.
Press the "Save" button
Press the "Save" button again
-
Click the Email Confirmation Request and select View and edit
You'll see a pre built email and delay timer
-
Click on the Confirmation Email and select View and edit
Click the Edit email button
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The confirmation email is locked to ensure CAN-SPAM compliance, so customization is very limited. Make updates to the areas you are allowed to change:
Subject Line
Intro Paragraph
Thank you
Mark the email as Ready and then press Done
Close out of the Confirmation email edit popup by clicking the X
Press the Done button
-
Publish your Automation and then confirm and press Publish again
Pro Tip: You can add a reminder (2nd) confirmation email in the sequence if a contact doesn’t confirm right away. This increases the chance that they’ll verify their email and receive the content they requested.
Navigate to Reports → Email Status Search.
Search for the contacts that you want to send the confirmation email to.
With the results, Click the select all Checkbox at the top of the results screen.
Click the Actions drop-down and select Apply/Remove Tag
Make sure that you select the radio button next to Apply and select the Tag you created in the previous steps: Confirmation Email Start and then Press the Save button.
Press the Process Action button
The selected contacts will receive the Confirmation Email Start tag, which automatically adds them to the Confirmation Email automation. Once added, the system will send them the appropriate confirmation email.
For Classic users:
Marketing → Automation Builder
Click the Create your own button
Name your automation and Save
Select a Tag Applied goal and drag it onto the automation canvas
Select an Email Confirmation Sequence and drag it onto the automation canvas
Connect the Tag Applied goal to the Email Confirmation Sequence
-
Double-click the Tag applied goal.
Select View and edit
Create a new tag called Confirmation Email Start and press Add "Confirmation Email Start"
Press the "Save" button in the Add new tag window
Category is optional.
Press the "Save" button
-
Double-click the Email Confirmation Request sequence.
You'll see a pre built email and delay timer
-
Click on the Confirmation Email.
-
The confirmation email is locked to ensure CAN-SPAM compliance, so customization is very limited. Make updates to the areas you are allowed to change:
Subject Line
Intro Paragraph
Thank you
-
Mark the email as Ready and then return to the sequence
Mark the sequence as Ready
-
Publish your Automation
Pro Tip: You can add a reminder (2nd) confirmation email in the sequence if a contact doesn’t confirm right away. This increases the chance that they’ll verify their email and receive the content they requested.
Navigate to Marketing → Reports → Email Status Search
Search for the contacts that you want to send the confirmation email to.
With the results, Click the select all Checkbox at the top of the results screen.
Click the Actions drop-down and select Apply/Remove Tag
Make sure that you select the radio button next to Apply and select the Tag you created in the previous steps: Confirmation Email Start and then Press the Save button.
Press the Process Action button
The selected contacts will receive the Confirmation Email Start tag, which automatically adds them to the Confirmation Email automation. Once added, the system will send them the appropriate confirmation email.
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