Setting Up Custom Opt-In Processes via Automation

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. Article Contents Creating Double Opt-In Forms and Emails Creating Opt-In Triggers and Actions			Available with:
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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, do the following:

1. Create a SharpSpring form or a native/third-party form.
2. Place your form on either a SharpSpring landing page or website.
3. Create an email to verify the lead's email address and/or interest in receiving communication.
4. Insert a link or button into the email that asks the lead to confirm or verify they want to receive emails.
5. 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:

1.	In SharpSpring's top toolbar, click Automation > Visual Workflows.		Click to enlarge.
2.	Create or edit a visual workflow.
3.	Under Start or an applicable branch, click + Add > Trigger.
4.	In the Form section, select the fills out the form trigger.
5.	Select the specific form you wish to use in the opt-in process.		Note: Selecting the fills out any form trigger applies this opt-in process to every available form.
6.	Below the trigger, click + Add > Action.
7.	In the Communication section, select the send the email action.
8.	Select the email that has a link to opt in.
9.	Below the action, click + Add > Trigger.
10.	Select the visits from the email trigger.
11.	Enter the opt-in link in the field By clicking this link (optional).
12.	Below that trigger, click + Add > Action.
13.	In the Contact Edit Actions section, select the change contact field action.
14.	Type Is Opted In as the field name.
15.	Change the value to True.
16.	Set the workflow to Active.