Setting up double opt-in

Question

I want to set up a double opt-in flow and wanted to confirm with the community that I am thinking of this correctly.

Add a checkbox for use on each form that confirms they wish to opt in and assign that to a field.
Have a Trigger campaign running for when:
1. Any form filled out
2. The field from #1 changes to true
Flow of Trigger campaign sends an email out with a confirmation link.
Second trigger campaign running for when:
1. Click through on that confirmation email with the constraint on that specific link

Is there a better, cleaner way to do this?

Thank you in advance.

Josh_Hill13 · Accepted Answer

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?

Grégoire_Miche2 · Answer

Hi Devin,It's a little more complex than this, as you need:To remember if the person is filling out a form for the first time or not (you only need the double opt-in email on the first time). Use a second field or a static list for thisIf this is the first time, you need to check the opt-out field by default on form fill out and to uncheck it when the lead clicks the confirmation linkRed this: How to Set Up Double Opt-In (COI) -Greg

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