| SharpSpring has several compliance-related tools available for opting in leads. One such tool is an automated standard double opt-in process. This article will provide a walkthrough on creating custom opt-in processes.
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Automation Opt-In Rules
In SharpSpring, there are two automation rules that are triggered in different ways.
When a lead is explicitly opted in, the rule is triggered when a lead clicks a link. This implicitly gives permission to add them to a list. This rule is also triggered when Opt In To E-mails from a lead record is clicked in the app. When a lead has the field is opted in = true, the rule is triggered only when a workflow changes the is opted in field.
When a lead has an is opted in field, the rule is used when setting up a custom double opt-in automation. The first rule, lead is explicitly opted in, is intended to be used with the system opt-in email that is activated by checking the send opt-in email option from a SharpSpring forms General tab.
| The lead field Is Opted In = 1 and the lead action explicitly opted-in to receive email will both be represented by a green checkmark on the list membership, as well as a green thumbs-up on the contact's profile. However, when using a list rule to capture those that have either Is Opted In or explicitly opted-in to receive email, you can only use the rule explicitly opted-in to receive email. The lead field Is Opted In = 1 cannot be used as a trigger or filter in either tasks or list rules. |
Note: A lead can only explicitly opt-in to receive email communication via the option within a SharpSpring form.
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| That said, the lead field Is Opted In allows for the creation of a custom opt-in process by using Is Opted In = 1. Its sole intention is to allow for a custom opt-in process. Consider the following: when a lead clicks a specific link, you can trigger an action based on the click to update the lead's Is Opted In field to 1. In this case, a rules-based list with the rule explicitly opted-in to receive email will capture this person. Again, the lead field Is Opted In = 1 cannot be used as a list rule to capture this person. |
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Creating Double Opt-In Forms and Emails
To apply an opt-in process, you will need to create an opt-in email. Using a double opt-in process validates the email address a lead has provided, in addition to verifying that they would in fact like to receive further communications. For example, this process is useful in requesting that a lead join a mailing list.
To create a double opt-in email, do the following:
- Create a SharpSpring form or a native/third-party form.
- Place your form on either a SharpSpring landing page or website.
- Create an email to verify the lead's email address and/or interest in receiving communication.
- Insert a link or button into the email that asks the lead to confirm or verify they want to receive emails.
- Modify the link or button settings to redirect to the landing page or website.
Creating Opt-In Triggers and Actions
Once you have created the double opt-in email, you will need to apply the appropriate opt-in triggers and actions.
To create a set of triggers and actions, do the following:
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Note: Selecting the fills out any form trigger applies this opt-in process to every available form.
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Note: Make sure to include two asterisks (**) at the end of your link. This is a wildcard that will make sure that any UTM parameters that are added after the link do not affect tracking.
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