Process between CRM and Campaigns to ensure double opt-in contacts?

Process between CRM and Campaigns to ensure double opt-in contacts?

I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements:

  1. According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the default sync option.
  2. As you mentioned, contacts coming from CRM are considered trusted contacts. In our case, all contacts stored in CRM have explicitly given their consent to receive information related to the academic program they are interested in. Therefore, can we consider CRM-synced contacts as opt-in contacts within Zoho Campaigns?
  3. According to this article on avoiding spam traps (link), Zoho recommends:
    • Using a double opt-in process when adding contacts to mailing lists.
    • Sending opt-in emails to inactive email addresses and removing those that do not respond.

However, it seems that with the default CRM–Campaigns sync option, we cannot:

  • Send double opt-in emails to synced contacts, nor
  • Send opt-in revalidation emails to inactive contacts.

So, I would appreciate clarification on the following points:

  1. How has Zoho planned the process between CRM and Campaigns to ensure double opt-in contacts?
  2. Are contacts synced from CRM via the default option officially considered opt-in contacts by Zoho Campaigns?
  3. What is the best procedure to convert Non-Marketing contacts into Marketing contacts using a double opt-in method?

For us, it is very important not only to rely on the existing consent already collected in CRM but also to ensure full compliance with data protection and deliverability best practices.


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