|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.
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, do the following:
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.