Should B2B companies require email open for resource download to improve list quality?

Summary

The consensus is that requiring an email open for resource downloads in B2B can significantly improve list quality. This practice, often referred to as 'stealth confirmed opt-in' or double opt-in, ensures email validity, increases subscriber engagement, reduces bounce rates, and enhances sender reputation, ultimately improving ROI and deliverability. Experts emphasize that it verifies active users and accurate data, reducing spam complaints and weeding out non-responsive leads. However, some sources caution that this approach might create friction, deter potential leads, and decrease overall downloads. Marketers must balance improved list quality against potential conversion losses. Clear communication, highlighting resource value, and A/B testing are recommended. A further consideration involves content format, with HTML potentially offering broader engagement than PDF, depending on the primary goal.

Key findings

  • Improved List Quality: Requiring an email open validates email addresses, ensures genuine interest, and reduces bounce rates, leading to a higher quality email list and reducing spam.
  • Enhanced Engagement: This practice adds an extra layer of engagement, confirming real users and weeding out non-responsive leads early on.
  • Better Sender Reputation: Reduced bounce rates and spam complaints improve sender reputation and overall deliverability.
  • Accurate Data: This approach encourages users to provide accurate information, reducing accidental spamming and ensuring data accuracy.
  • Increased ROI: Higher-quality leads are more likely to convert, leading to an increased return on investment.
  • Stealth Opt-in: Downloading a paper via a 'magic cookie' can act as confirmation of opt-in.

Key considerations

  • Potential Friction: Requiring an email open may deter potential leads and create friction, potentially reducing overall downloads.
  • Conversion Impact: Marketers should weigh the benefits of higher-quality leads against potential conversion losses.
  • Clear Communication: Focus on clearly communicating the value of the resource upfront to entice sign-ups without forcing an email open.
  • A/B Testing: A/B testing is crucial to understand the impact on conversion rates and overall marketing effectiveness.
  • Content Format: Consider whether HTML format offers broader engagement than PDF, depending on the primary goal of the resource.

What email marketers say
9Marketer opinions

Requiring an email open for resource download in B2B can improve list quality by ensuring email validity, subscriber engagement, and reducing bounce rates, ultimately enhancing sender reputation and ROI. This method validates active users and adds an extra layer of engagement, weeding out non-responsive leads early. While most sources agree on the benefits of improved lead quality and list maintenance, some caution that this practice could deter potential leads, create friction, and reduce overall download numbers. Clear communication, demonstrating value upfront, and A/B testing are suggested to mitigate these potential drawbacks.

Key opinions

  • Improved List Quality: Requiring an email open for resource download validates email addresses, ensures genuine interest, and reduces bounce rates, leading to a higher quality email list.
  • Enhanced Engagement: This practice adds an extra layer of engagement, weeding out non-responsive leads early on and confirming real users.
  • Better Sender Reputation: By reducing bounce rates and spam complaints, requiring an email open helps improve sender reputation and overall deliverability.
  • Increased ROI: Higher quality leads obtained through this method are more likely to convert, leading to an increased return on investment from email marketing efforts.

Key considerations

  • Potential Friction: Requiring an email open can deter potential leads and create friction in the download process, potentially reducing the overall number of downloads.
  • Conversion Impact: Marketers should carefully weigh the benefits of higher-quality leads against the potential for fewer overall conversions, as the extra step could deter some users.
  • Alternative Approaches: Focusing on clearer communication and demonstrating the value of the resource upfront can entice sign-ups without forcing users to open an email.
  • A/B Testing: A/B testing should be conducted to understand the impact of requiring an email open on conversion rates and overall marketing effectiveness.
Marketer view

Email marketer from Constant Contact Blog states that requiring email verification and an open will help verify the deliverability of an address. The leads obtained this way are higher quality and more engaged subscribers. It is a great approach to improving overall email marketing efforts and deliverability metrics.

October 2022 - Constant Contact Blog
Marketer view

Email marketer from Email on Acid Blog explains that it's a good strategy for list maintenance and confirming real users.

March 2023 - Email on Acid Blog
Marketer view

Email marketer from Neil Patel Blog explains that using a double opt-in process, where users must confirm their email address before receiving the resource, is beneficial. This ensures the email address is valid and that the subscriber genuinely wants to receive your content. This practice increases engagement and leads to a higher-quality email list, which can then improve overall deliverability and ROI.

August 2021 - Neil Patel Blog
Marketer view

Email marketer from MarketingProfs shares that requiring an email open for resource download provides a cleaner list as it validates email addresses and demonstrates subscriber interest, reducing bounce rates and potentially improving sender reputation. They also advise A/B testing to understand the impact on conversion rates and overall marketing effectiveness.

August 2023 - MarketingProfs
Marketer view

Email marketer from LinkedIn user mentions that it adds an extra layer of engagement to the process, weeding out non-responsive leads early on.

May 2022 - LinkedIn
Marketer view

Email marketer from G2 comments that requiring an email open for resource download leads to higher lead quality, it demonstrates genuine interest, reducing the likelihood of low-quality leads. Users have to confirm their interest to get the content and that means those leads are more likely to convert.

November 2024 - G2.com
Marketer view

Email marketer from Reddit mentions that while the practice might seem effective, it can deter potential leads and lead to a frustrating user experience. They suggest focusing on clearer communication and demonstrating the value of the resource upfront to entice sign-ups rather than forcing them to open an email.

May 2021 - Reddit
Marketer view

Email marketer from HubSpot Blog shares that requiring an email open for resource download is a viable strategy for B2B companies. It can improve lead quality by ensuring the email address is valid and the recipient is somewhat engaged. However, they caution that it could reduce the overall number of downloads if the extra step creates friction. Marketers should weigh the benefits of higher-quality leads against the potential for fewer overall conversions.

March 2023 - HubSpot Blog
Marketer view

Email marketer from ActiveCampaign Blog shares that using an email open verification step will absolutely improve list quality. By confirming genuine interest and deliverability, this method reduces the number of invalid or unengaged email addresses, leading to a more responsive and valuable audience.

February 2023 - ActiveCampaign Blog

What the experts say
6Expert opinions

Experts generally agree that requiring an email open for resource downloads in B2B environments improves list quality by employing 'stealth confirmed opt-in' and ensuring data accuracy, thereby reducing spam and improving deliverability. This approach verifies active and engaged users, leading to a more responsive and higher-quality email list. However, a key consideration is that prioritizing HTML format documents over PDF downloads might be more beneficial if broad engagement is more important than precise list management.

Key opinions

  • Improved List Quality: Requiring an email open leads to a cleaner list by verifying email deliverability and engagement.
  • Data Accuracy: This approach encourages users to provide accurate information, reducing accidental spamming.
  • Reduced Spam: Confirmed opt-in practices reduce spam complaints and improve deliverability rates.
  • Stealth Opt-In: Downloading a paper using a magic cookie can act as a confirmation of opt-in.

Key considerations

  • Engagement vs. List Building: If broad engagement is prioritized, using easy-to-browse HTML formats might be more effective than requiring PDF downloads.
  • Alternative Goals: The benefits depend on whether building a clean list is more important than maximizing the reach of the resource itself.
Expert view

Expert from Word to the Wise shares that implementing confirmed opt-in practices, like requiring an email open for resource access, benefits B2B by ensuring genuine subscriber engagement. It reduces spam complaints and enhances deliverability rates as confirmed at: https://www.wordtothewise.com/2015/01/why-confirmed-opt-in-is-critical/

February 2025 - Word to the Wise
Expert view

Expert from Email Geeks explains that this approach ensures the person provides accurate information, preventing accidental spamming and ensuring data accuracy for future use.

February 2024 - Email Geeks
Expert view

Expert from Email Geeks shares that making someone open an email and click a link to download is great if your goal is building a clean list.

June 2023 - Email Geeks
Expert view

Expert from Email Geeks explains it's stealth confirmed opt-in where downloading a paper using a magic cookie acts as confirmation. Motivating users by making the confirmation click exactly what they want to do improves the list quality and avoids issues that damage deliverability.

February 2025 - Email Geeks
Expert view

Expert from Word to the Wise, Laura Atkins, shares that focusing on data quality is crucial, and requiring email opens for downloads contributes to that by verifying active and engaged users. This process helps filter out invalid or uninterested addresses, leading to a more responsive and higher-quality email list. More information can be found at https://www.wordtothewise.com/2018/01/gdpr-email-marketers/ (note the url is to a related article that covers this topic)

April 2022 - Word to the Wise
Expert view

Expert from Email Geeks responds that an argument against it is that easy-to-browse HTML formats got two orders of magnitude more engagement than PDF downloads. So if getting the message out there is more important than knowing who has it and building a list, it might not be beneficial.

February 2025 - Email Geeks

What the documentation says
4Technical articles

Email validation, double opt-in, and maintaining good sender reputation are crucial for email deliverability. While direct endorsement of requiring an email open for resource download isn't always explicit, the documentation from RFC Editor, Mailchimp, SendGrid, and DMA underscores the importance of verifying email addresses, reducing spam, and ensuring engagement, aligning with the principles of improving list quality and overall deliverability.

Key findings

  • Email Validation: Proper email address formatting and delivery confirmation mechanisms are essential for ensuring valid and deliverable addresses.
  • Double Opt-In: Double opt-in dramatically improves list quality by verifying email addresses and reducing spam complaints, maximizing deliverability and engagement.
  • Sender Reputation: Bounce rates and engagement metrics significantly impact sender reputation, making list quality a critical factor.
  • Genuine Subscribers: Requiring an action like clicking a link in an email helps ensure that subscribers are genuine and actively interested.

Key considerations

  • Indirect Endorsement: The documentation does not explicitly endorse requiring an email open but supports the underlying principles of email validation and engagement.
  • Alignment with Best Practices: Implementing strategies that lead to higher list quality, such as requiring an email open, aligns with best practices for maintaining a healthy sending reputation.
Technical article

Documentation from RFC Editor explains that email validation is important. While it does not specifically address the practice of requiring an email open, it outlines the importance of proper email address formatting and delivery confirmation mechanisms. Requiring an email open can be seen as a practical implementation of these principles, ensuring a valid and deliverable address.

May 2022 - RFC Editor
Technical article

Documentation from SendGrid explains that list quality and sender reputation are important. While it doesn't explicitly discuss requiring an email open, it outlines how bounce rates and engagement metrics impact sender reputation. Implementing strategies that lead to higher list quality, such as requiring an email open, aligns with SendGrid's best practices for maintaining a healthy sending reputation.

May 2023 - SendGrid
Technical article

Documentation from Mailchimp Resource explains that double opt-in is beneficial for building a healthy list. It details how requiring subscribers to confirm their subscription via email dramatically improves list quality by verifying email addresses and reducing spam complaints. Mailchimp strongly recommends double opt-in for maximizing deliverability and engagement.

July 2021 - Mailchimp Resource
Technical article

Documentation from DMA shares that email address verification is a solid way to improve deliverability by ensuring data quality. Requiring an action like clicking a link in an email makes sure you have genuine subscribers.

April 2021 - DMA