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Reminder Opt-In Module

Introduction​

This module allows you to obtain customer consent to send reminders, such as appointment notifications or new advent calendar doors, in a GDPR-compliant way. You can configure single or double opt-ins, ensuring that customer consent is properly recorded.s

Typical Use Case​

  • Gather GDPR-compliant consent from customers to send reminders for appointments or periodic notifications.
  • Automate reminder opt-ins and manage consent seamlessly within your chat flow.

How to Use the Module​

Email Requirement​

This module requires the customer’s email address. You can collect it using the Email module or Sign-in module before proceeding with the opt-in.

Opt-In Process​

  • Single Opt-In:
    • Automatic: The opt-in is triggered without further user interaction.
    • Manual: Users confirm their consent within the chat.
  • Double Opt-In:
    • Can be enabled or disabled. When enabled, a confirmation email is sent. If disabled, it operates as a single opt-in.
    • You can customize the DOI email body with an HTML email template. More details on email configuration can be found below.
    • Ensure the confirmation email contains ${add_optin_url} to include the necessary link. To use this properly, embed it in a button or an <a> tag like so: <a href="${add_optin_url}">Give Opt-In</a>.

Under GDPR, a double opt-in (DOI) is mandatory for email marketing consent. However, if you are handling the DOI process through external systems, it can be beneficial to use LoyJoy's single opt-in feature.

Re-ask Frequency​

You can control how often the opt-in prompt appears.

  • Enter 0 to ask every time the module runs (unless already consented).
  • Enter a positive number to wait that many days before asking again.
  • Leave it blank to never re-ask.

Text Customization​

Tailor the opt-in prompt text to improve consent rates. Engaging and clear messaging can significantly increase the likelihood of customers opting in.

Double Opt-In with External Systems​

If you prefer managing the double opt-in through your external systems rather than sending the confirmation email via this module, you can disable the built-in DOI email. Use the signal module (e.g. with the event reminder_single_opt_in) and integration modules to trigger the double opt-in process in your external systems.

Data Storage​

Consents are stored under the Data menu, specifically in the Consents tab. From there, you can export data as a CSV file, which includes key details like the email, opt-in type (single or double), IP address, and the date of consent. Entries are automatically deleted after 180 days. Data is securely hosted in LoyJoy’s EU-based cloud.

reminder_opt_in_data

HTML Template​

If you want to use your branded email template, simply copy your HTML into the textbox provided within the module.

add_html

Be sure to update the confirmation link correctly. For instance, modify the link within the confirmation button to href=${add_optin_url}. This step is crucial for completing the DOI (Double Opt-In) process.

html_code

To ensure everything is set up correctly, have a look and test it within your agent. If successful, you should receive the following response:

confirmation

Alternatively, you can replace the URL with one that you prefer to use. Simply paste it into the redirect section above the HTML textbox.