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:
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?
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:
How has Zoho planned the process between CRM and
Campaigns to ensure double opt-in contacts?
Are contacts synced from CRM via the default option
officially considered opt-in contacts by Zoho Campaigns?
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.