Lead Gen & CRM 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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Creating Double Opt-In Forms and Emails
To create a custom opt-in process, you will first 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, create a Lead Gen & CRM form or a native/third-party form.
- Place your form on either a Lead Gen & CRM landing page or a 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, create or edit a visual workflow from Automation > Visual Workflows in the top toolbar.
- Click + Add > Trigger under Start or an applicable branch.
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- Select the fills out the form trigger, located in the Form section.
Note: Selecting the fills out any form trigger applies this opt-in process to every available form.Click to enlarge.
- Select the desired form.
- Select the time frame that should apply to the trigger.
- Click OK.
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- Click + Add > Action below the trigger.
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- Select the send the email action, located in the Communication section.
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- Select the email that has a link to opt in.
- Optionally, check the box if the email should be sent the following business day when outside business hours.
- Click OK.
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- Click + Add > Trigger below the action.
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- Select the visits from the email trigger.
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- Make any adjustments as needed to how often the customer can click, to fire the trigger.
- Enter the opt-in link in the By clicking this link (optional) field.
- Optionally, select the Remove from parent action group checkbox
- Select one of the Trigger Behavior options:
- Gated Trigger - Only fire the trigger if the email is sent as part of this visual workflow.
- Open Trigger - Allow the trigger to fire even if the email is sent as a smart mail email, to a list, or through another action group.
- Click OK.
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- Click + Add > Action below that trigger.
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- Select the change contact field action in the Contact Edit Actions section.
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- Type Is Opted In as the field name.
- Change the value to True.
- Click OK.
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- Set the workflow to Active.
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