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How Do I Create A Double Opt-In Using If/Else Conditions In A Workflow?
How Do I Create A Double Opt-In Using If/Else Conditions In A Workflow?

You can create double opt-ins using trigger links!

Updated over a year ago

To create a double opt-in in your automation with FEA Create, there are a few steps you need to follow.

Step 1: Create a Trigger Link

To create a trigger link, navigate to Marketing and select Trigger Links. Here you'll need to add your link, which will be your level opt-in link, and then link it to your media library file for your PDF. Once you've added your link, you can see it in the Trigger Links section.

Step 2: Modify Your Automation

To modify your automation, you need to create a new workflow. You can start from scratch, and then name your workflow. Your workflow trigger will still be "form submitted," and you can select whichever form you've chosen. For example, lead gen form. Click save trigger.

Step 3: Send the Verification Email

Now you can send the email to verify the subscriber's email. You can add your name, email, and subject, and then ask them to verify their email. This is where you'll want to add the trigger link. Select Trigger Links and then choose the Double Opt-In link. When they click the link, they'll automatically be sent to their freebie.

Step 4: Add the If Else Condition

Next, you need to add an If Else condition. Click the plus sign to add it, and then select Work Events. Click save and publish. Then add a wait for trigger link clicked and select your Double Opt-In link. Click save action.

Step 5: Set Up the If Else Segment

Add an If Else segment by selecting "Events Clicked is," and then add another condition. Save your action. If they have clicked the link, then you can add a contact tag, for example, GDPR, and mark them as opted in. Then you can send them an email or add them to a list.

Step 6: Complete Your Workflow

Finally, you can add a send email action and send them another email. You can also choose to put them on Do Not Disturb (DND) or unsubscribe them if they don't confirm their email. Once you've completed your workflow, don't forget to click save.

Following these steps will help you set up a double opt-in in your automation using FEA Create.

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