Double Opt-In Action Block

What's in this article

• When to use
• How it works
• Best practices
• Tabs in this block

Summary

The Double Opt-In block sends a compliance-friendly opt-in message and waits for the contact to confirm. This protects your SMS deliverability and reduces complaints.

Important: If you edit the default compliance text, your business owns legal responsibility.

When to use

• Any time you collect phone numbers from a form, kiosk, or integration
• When you import a list and want to confirm permission
• When you see SMS complaints or low engagement

How it works

• Sends an opt-in message that asks the contact to reply with YES/Y.
• Once confirmed, you can tag the contact as SMS opted-in and start messaging safely.

Best practices

• Run this before promotions (not after).
• Keep the default compliance language unless your legal team approves changes.

Tabs in this block

Editor

This is where you configure the block. After you change settings, save the block so the automation uses the updated configuration.

Stats

Stats populate after the block runs for at least one contact. For most blocks, Stats are mainly for quick troubleshooting (example: times triggered and last completed).

Task Log

The Task Log is the best place to troubleshoot a specific run. Each row is one task (usually one contact) that passed through this block.

• Time: when the task ran
• Run Duration: how long it took
• Contact: click the person icon to open the contact profile
• View Payload: click VIEW PAYLOAD to see all data passed through the automation for that task
• Task ID: helpful for internal debugging and support

Warnings & Errors

• Errors must be fixed before the automation can be enabled.
• Warnings do not always block enabling, but they usually mean something is missing or risky.
• If you see an error or warning banner, fix it in the Editor.