5 Replies Latest reply on Jul 30, 2018 8:20 AM by Balkar Singh

    Double Opt-In with Triggered Emails

    Bailly Coons

      When someone needs to go through the double opt-in process, how can you ensure emails that are held will send after they confirm their opt-in?

       

      For example:

      On our website someone fills out a form to download an eBook. The eBook is emailed to the contact but if they are new and need to go through the double opt-in the email with their download link is stopped. Once they click 'Yes' to opt-in from the double opt-in email, how do we tell Marketo to send the email that was triggered by the form previously?

        • Re: Double Opt-In with Triggered Emails
          Balkar Singh

          Functionally, you could use a Data Value Changes trigger (which applies on the field which you're using to hold emails) - e.g. Marketing Suspended. When the same turns to FALSE via the Double Opt In Campaigns, and by applying this trigger to a set of leads who filled out that form, we could send an email. It's possible with certain flow steps. However, in case the asset has been requested by filling out the form, sending email to respect the request can be a term in privacy policy and such email sends can be operational.

          • Re: Double Opt-In with Triggered Emails
            Balkar Singh

            I think we need to set it up for all form fills, as they're different content. A triggered campaign for each different content/form fill, looking at Data Value Changes of Marketing Suspended from TRUE to FALSE, and a member of Smart Campaign which sent them the Double Opt In Email can send the corresponding content. Looking for more ideas!