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Profiling Opt-In Module

Introduction​

This module allows customers to opt-in for profiling, either through a single opt-in or a GDPR-compliant double opt-in. The double opt-in process requires email confirmation by clicking a link, ensuring full consent.

profiling_opt_in_demo

Typical Use Case​

  • Comply with GDPR regulations by obtaining explicit consent from customers before profiling.
  • Automate the process of sending reminder emails for customers who have not yet opted in.

How to Use the Module​

  1. Email Requirement: Ensure the customer's email address is known through an Email module or Sign-in module placed earlier in the process.
  2. Single or Double Opt-In: Configure the opt-in method—single or double.
  3. Email Template: Customize the double opt-in (DOI) email using an HTML email template.
  4. Re-ask Frequency: If the opt-in is denied, configure the module to ask again after a set number of days.

Opt-In Process​

  • Single Opt-In:
    • 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. These settings can be combined as needed.
    • 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 request appears when customers use the chat repeatedly.

  • 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.

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.

profiling_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.

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.

For more information check out our HTML email template.