---
title: Creation and management of opt-in processes
slug: campaign/docs/creation-and-management-of-opt-in-processes
docTags: 
createdAt: 2026-07-20T15:44:36.340Z
---

## General procedure

In Optimizely Campaign, opt-in processes are campaigns of the type *confirmation*. The process usually starts with a potential new recipient filling out a special form on a website. This form collects the data required for adding the person as a recipient in a recipient list. Completing the form activates the opt-in process.

If you use a double opt-in process, potential new recipients receive a double opt-in message that contains a double opt-in link. If this link is clicked, it serves two purposes: Firstly, it confirms for Optimizely Campaign that the recipient of the double opt-in message has actively agreed to receiving promotional messages and secondly, it informs the new recipient that he has successfully registered for receiving messages.

## Technical details

There are multiple ways to activate an opt-in process:

- Manually adding a potential recipient to an opt-in recipient list
- REST API endpoint [https://api.campaign.episerver.net/apidoc/index.html#/Recipients/addRecipient](https://api.campaign.episerver.net/apidoc/index.html#/Recipients/addRecipient) (for individual recipients)
- REST API endpoint [https://api.campaign.episerver.net/apidoc/index.html#/Recipients/addRecipients](https://api.campaign.episerver.net/apidoc/index.html#/Recipients/addRecipients) (for multiple recipients simultaneously) 
- SOAP API method [add2](https://world.optimizely.com/documentation/developer-guides/campaign/SOAP-API/recipientwebservice/add2/)
- SOAP API method [addAll3](https://world.optimizely.com/documentation/developer-guides/campaign/SOAP-API/recipientwebservice/addall3/)
- HTTP API operation [subscribe](https://world.optimizely.com/documentation/developer-guides/campaign/http-api/services-and-operations/subscribe/).

The opt-in process IDs required for this can be viewed on the page [API Overview](docId\:XhqDfbEVueM9jA-rOwNM6) in Optimizely Campaign.

You can create the double opt-in link by adding the `{Double Opt-in Link}` field function into the message draft of the double opt-in message. This can also be done with HTML code, for example `<p>To confirm your newsletter subscription, click the following link: <a href="{Double Opt-in Link}">Confirm subscription</a><p>`.

## Calling up the page Opt-in Processes

**Context:** The page *Opt-in Processes* provides information about all existing opt-in processs such as ID, name, type, status and URL of the confirmation page.

1. In the menu bar, select **Campaigns** > **Opt-in Processes**.

## [creation-and-management-of-opt-in-processes.mdx](docId\:brctgpxx40MYcdYlF58GH)Creating a double opt-in process

**Context:** A double opt-in process allows good legal security and protects recipients from unwanted subscriptions. (see [Overview and legal basis of opt-in processes](docId\:brctgpxx40MYcdYlF58GH))

**Prerequisites:** You see the page *Opt-in Processes*. In your client, there is at least one recipient list with the type *opt-in*. You know the URL of the confirmation page.

1. Click *Create…*
   → The campaign editor is displayed.
2. Drag the recipients node from the side panel to the design area.
   The menu *Recipient Lists* is displayed.
3. If the menu *Recipient Lists* is not displayed: Move the mouse pointer to the recipients node and in the pop-up menu, click on *properties*.
4. Select one or more opt-in recipient lists. You must use a recipient list with the type *opt-in*!
5. Drag the message node *Opt-In-Email* from the side panel to the design area.
   → A menu is displayed.
6. If the menu for the message node is not displayed: Move the mouse pointer on the message node and in the pop-up menu, click on *properties*.
7. In the drop-down list, select the opt-in type *double*.
8. In the field Na*me*, enter a name for the opt-in process.
9. Optional: In the field D*escription*, enter a description for the opt-in process.
10. In the field *Confirmation page URL*, enter the URL of the confirmation page.
11. Optional: If you want to add the parameters *bmrecipientid*, *bmrecipientlistid* or *mailing* to the Confirmation page URL for tracking and analytics, activate the respective checkboxes.
12. Click on *Edit Content...* and edit the message draft just as in other campaigns.
13. Add the double opt-in link to the message draft (see [technical details](docId\:brctgpxx40MYcdYlF58GH))
14. Save the message draft.
15. Connect the nodes in the campaign editor.
16. Save the double opt-in process just as any other campaign.
    → The new opt-in process is in status *sending*.

:::hint{type="info"}
**Tip**

## Cancelling an opt-in process

**Prerequisites:** You see the page Opt-In Processes.

1. Select the desired process in the list.
2. Click *Cancel*.
:::