How to set up automatic reactivation of leads

What would you like to know?

• What this feature does
• Step-by-step guide for first setup
• How to edit the data
• Frequently asked questions

Provide autonomy for your deactivated leads to re-register in your base and receive your emails again.

What this feature does

When a deactivated lead converts on a Landing Page, Pop up and/or Form created in RD Station Marketing (and confirms consent), the lead will receive an automatic email confirming their interest in re-registering (similar to double opt-in).

After the lead clicks the confirmation button (CTA) contained in the email body, they become an active lead and will again receive the campaigns and emails sent by automated workflows—if they are part of the recipient list or meet the workflow entry criteria, respectively.

The purpose of this resource is to enable leads that have requested unsubscription at one point or from a campaign in the past, to again receive emails (re-registration).

Step-by-step setup guide

For this application to start working and for your deactivated leads to be able to re-register, it must be enabled, following these instructions:

1. Click your account name in the upper-right corner, then Account:
   
   
2. Access the Data protection tab, then go to the section Reactivation of deactivated leads:
   
   
3. After reading the feature description, click Activate double opt-in and fill in the information requested:
   
4. Click Save and activate.

Done! From now on, as soon as a deactivated lead converts on a Landing Page, Pop up and/or Form created in RD Station Marketing and checks the consent field, they will receive an email to confirm their re-registration. After clicking the confirmation link/button, the lead will again receive your emails as normal.

How to edit the data

To edit the data previously filled in, just follow steps 1 and 2 of the instructions above, then click Options > Edit:

Change the fields as needed and click Save and activate, as shown in the image below:

Leads that re-register from now on will receive the automatic email with the new information.

Frequently asked questions

• Can I change the text of the automatic email?

No. The text in the email follows a standard format with the unique and exclusive purpose of re-registering the lead after the confirmation button is clicked.

• An employee of my company, whose email was disabled, completed the re-registration process but did not receive the confirmation email. Is this a system error?

It is likely that your company's server has a security configuration to receive emails from the same domain through an external server. Talk to your IT team and request they add an exception for RD Station Marketing, so these emails will no longer be blocked.