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Creating Automation with Opted In Leads

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Justin Garrett
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SharpSpring provides you with the ability to segment leads based on a lead's reason for opting in. This way, you can be in compliance with General Data Protection Regulation (GDPR) guidelines while having a granular view of lead behavior. This article will detail how to segment leads by consent reasoning.

The following user roles can segment leads:

  • Administrators
  • Company Managers
  • Marketing Managers

Automation features are accessed through the  0NavMarketing.png  toolbar.


Article Contents


Lead Segmentation Reasons

Currently, SharpSpring saves the first opt-in reason for a lead. However, the Informed Consent (GDPR) reason will take precedence over the other available reasons. Leads that have explicitly opted in to receive emails are segmented into five different reasons:

Opt-In Reason   Description  
Form Double
Opt-In		   Leads who have filled out a double opt-in form and clicked through the system-generated double opt-in email.  
Custom Opt-In   Leads generated from a custom double opt-in workflow.  
Import   Leads that have been imported to a list with the Is Opted In system field set to True.  
Opted In Manually
by User		   Leads that have that have been manually double opted in through the Double Opt-In to Emails setting from the Contact Record.  
Informed Consent
(GDPR)		   Leads generated from a GDPR form fill field. This category takes precedence over all other categories.  

 


Segmenting via Workflows

To segment leads by opt-in reasoning through the Visual Workflow Builder, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Tasks.
  2. Create or edit a visual workflow.
  3. Under Start or a trigger, click + Add.
  4. Depending upon the parent item, click either Trigger or Filter.
  5. Under Lead, click is explicitly opted in to receive email. 
  6. Click at least one of the following available checkbox options:

       •   Form Double Opt-In
       •   Custom Opt-In
       •   Import
       •   Opted In Manually by User
       •   Informed Consent (GDPR)
  7. Click OK.
  8. Complete the workflow with other triggers, filters, delays, and action groups.
  9. Set the workflow to Active.
  


Click to enlarge.


Segmenting via Legacy Tasks

To segment leads by opt-in reasoning through legacy tasks, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Tasks.
  2. Create or edit a task.
  3. If necessary, click New Group to add a new group to the task.
  4. In the ...of the following conditions are met drop-down menu, select either when any or when all.
  5. In the Add the... drop-down menu, select either Trigger or Filter.
  6. In the When a contact field, select is explicitly opted in to receive email.
  7. Click at least one of the following available checkbox options:

       •   Form Double Opt-In
       •   Custom Opt-In
       •   Import
       •   Opted In Manually by User
       •   Informed Consent (GDPR)
  8. Click Add Rule.
  9. Complete the task with other triggers and filters.
  10. Click Save Changes.
  


Click to enlarge.


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