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Lifecycle & CRM

Double opt-in

Also known as: confirmed opt-in · COI

Definition

Double opt-in is a sign-up method where a person submits their details and then confirms by clicking a link, or replying, in a message sent to them. It proves the contact belongs to the person who gave it and that they agreed to receive marketing.

The trade-off is list size against list quality. Some people never confirm, so the list is smaller, but typos, fake addresses and wrong phone numbers fall away and the consent record is clean. For lead forms, a confirmation step doubles as a filter: when the confirmation is a code or a reply on WhatsApp, a wrong number never reaches a salesperson.

TDRA's FAQ says marketing text messages may not be sent without prior explicit consent, and the confirmation step is how you prove it. Morgan Lewis reported in June 2026 that the PDPL's implementing regulations hadn't yet been issued, which leaves detailed consent mechanics unsettled. Keep the proof: the timestamp, the wording the person saw, the source page and the confirmation event. This isn't legal advice.

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