How to setup Double opt-in version 2.1.1

General Discussion
1

How to setup a double opt-in process on version 2.1.1 for sign up contacts?

2

How to setup a double opt-in process on version 2.1.1 for sign up contacts?

3

Conceptually, you use a campaign to send an e-mail with a link and check if user visits a confirmation page, when user signs up. Once user clicks on the link, they’re moved from pending segment to become a valid contact.

  1. Create a landing page (2optin_Confirm), basically saying “Thanks, you’ve been added (confirmed etc.)”
  2. Create a form (2optin_Register) (or use the one you have), that will either message “Please check your e-mail” (or display a page) after user submits their info.
  3. Create an e-mail (2optin_Email) that has the link to the landing page you created in step 1, saying “click to complete”
  4. Create a segment called “Pending for Optin”
  5. Create a campaign (2optin_Campaign) that uses the form as source (2optin_register). It sends the e-mail 2optin_Email, then adds user to the Pending segment.
  6. Add a “visits-a-page” action to your optin campaign above, after the e-mail. Limit to the page 2optin_Confirm.
  7. On visit to the confirmation page, add user, and remove from the pending segment.

That should do it. Hope that works for you. You can add a “send again” campaign, or other features as well…

4

I’ve done everything here and it all works except one thing: When the user clicks the link and goes to the landing page, it never registers in the campaign. How is that supposed to be detected and registered?

5

Try testing from an incognito or private browser session, or from another device or pc.

6

@balkee Thanks for the idea.