I want to set up a double opt-in flow and wanted to confirm with the community that I am thinking of this correctly.
Is there a better, cleaner way to do this?
Thank you in advance.
Solved! Go to Solution.
I have an example in my Guide.
But also, there are some other steps:
The field on the form will just be "Single Optin" and you will treat that as a request for double optin.
Filled Out Form IS XYZ
Single Optin=T
Double Optin=F
Send Confirmation Email
Second campaign:
listen for Clicks Link in Email
Double Optin=F
CDV: Double Optin=T
CDV: if Unsubscribed=T, set F
You may also want to stamp Date and Time to a separate Optin Time Field={{system.dateTime}} for logging purposes. While the Activity Log should be enough for the lawyers, why not stamp it again and pass it back to CRM?
Hi Devin,
It's a little more complex than this, as you need:
Red this: How to Set Up Double Opt-In (COI)
-Greg
I have an example in my Guide.
But also, there are some other steps:
The field on the form will just be "Single Optin" and you will treat that as a request for double optin.
Filled Out Form IS XYZ
Single Optin=T
Double Optin=F
Send Confirmation Email
Second campaign:
listen for Clicks Link in Email
Double Optin=F
CDV: Double Optin=T
CDV: if Unsubscribed=T, set F
You may also want to stamp Date and Time to a separate Optin Time Field={{system.dateTime}} for logging purposes. While the Activity Log should be enough for the lawyers, why not stamp it again and pass it back to CRM?
Thanks Josh Hill.
Is this something where I can use a Fills Out Form is any Trigger in that first campaign? Or are there reasons not to use it? I was thinking of having a centralized/administrative type of campaign rather than creating for each form used.
Also, if we want to capture data for an Optin Source and set that to the program in which the form lives, any recommendations on how best to do that?
Thank you for the assist.