How to Create a Double Opt-In Sequence in ClickFunnels

In the realm of email marketing, double opt-in is a crucial practice that ensures subscribers are genuine and enthusiastic about receiving your content. Double Opt-In method helps to ensure that the email addresses collected are valid by having users verify their email addresses after signing up. In this article, we’ll walk through how to set up a Double Opt-In process using ClickFunnels’ Workflows and Quick Actions feature.

While ClickFunnels does not offer a built-in Double Opt-In feature, you can create a similar process using Workflows, Quick Actions, and Tags. This article will guide you through setting up a Double Opt-In system step-by-step.

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Table of Contents

• Requirements
• What is Double Opt-In?
• Strategy Behind This Double Opt-In Automation
• Step 1: Create a Funnel with Opt-In and Thank You Pages
• Step 2: Create a Confirmation Landing Page with Quick Action
• Step 3: Create a Workflow for Double Opt-In
• Recap
• Related Articles

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Requirements

• An active ClickFunnels account.
• The “Automations” app is added in your workspace.
• The “Landing Pages” app is added in your workspace.

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What is Double Opt-In?

Double opt-in involves sending a confirmation email to subscribers after they initially sign up. This email contains a verification link. Only when the subscriber clicks on this link is their subscription confirmed. This method helps reduce spam complaints and ensures your email list is composed of engaged individuals.

Example:

Imagine you’re a nutrition coach offering a free meal plan to potential clients who sign up for your newsletter. A user signs up and receives a confirmation email with a link to verify their email. After clicking the link, their email is marked as verified, and they receive the free meal plan. This ensures a quality mailing list with engaged subscribers.

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Strategy Behind This Double Opt-In Automation

Here’s an overview of the strategy:

1. Tag-Based Verification:
   • We’ll create a common tag, such as contact-verified, that will mark when a contact has verified their email.
2. Workflow and Conditional Split:
   • A Workflow will be set up to trigger when someone signs up.
   • The Workflow will use a Conditional Split Path to check if the user has the verification tag.
3. Verification Email:
   • If the contact doesn’t have the verification tag, they will receive an email asking them to confirm their email address by clicking a link.
   • The link will lead to a confirmation landing page, which will apply the verification tag using the Quick Action feature to the contact.

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Step 1: Create a Funnel with Opt-In and Thank You Pages

1. Opt-in Page:

   • Create a funnel with an opt-in page where the visitor signs up and inputs their email address.

     Please note that, double opt-in will work only if email address is collected in the landing page, otherwise verification email can not be sent.

2. Conditional Split Path:

   • Add a Conditional Split Path to check if the contact has the contact-verified tag.

     • Yes Path: If the contact has the tag, they can be directed to a Thank You page for verified users.
     • No Path: If they don’t have the tag, they will see a page asking them to check their email to verify their email address.
3. Create two Thank You Pages:
   • Thank You - Verified: For users who already have the verification tag, thanking them for confirming.
   • Thank You - Not Verified: Informs users to check their inbox to confirm their email address.

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Step 2: Create a Confirmation Landing Page with Quick Action

1. Navigate to the Landing Pages app in ClickFunnels and create a new landing page.
2. This page will serve as the confirmation success page once users click on the link in the verification email.

3. Add a Quick Action to the landing page:

   

   • Set the trigger as “Viewes the Page”.
   • Next, add an effect by selecting Add/Remove Contact Tag.

   • Choose the action “Add Tag” and select the appropriate tag in the “Contact Tags” field.

     In this article, we’ll refer to the tag as contact-verified for demonstration purposes..

     

   • This Quick Action will automatically apply the contact-verified tag to the user once they view the page.

     Learn more about Quick Actions feature in the Automations: How to Manage Quick Actions article.

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Step 3: Create a Workflow for Double Opt-In

1. Create a Workflow: Navigate to the Automations app in ClickFunnels and create a new workflow in the “Workflows” menu.
2. Set the Trigger: Configure the workflow to trigger from the funnel opt-in page where users sign up.
3. Conditional Split Path: Check if the user already has the contact-verified tag.
   • Yes Path: For users already verified, they can skip the verification process.
   • No Path: For users without the verification tag, send them an email to confirm their email address.
4. Verification Email:

   • In the email, hyperlink the confirmation landing page URL ( created in Step 2 ). We have used a button in the email editor to insert the landing page URL here.

     

   • Once the email is received, the subscriber will click the link, be redirected to the confirmation page, and the contact-verified tag will be applied from the landing page Quick Action.

This article demonstrates how to set up a double opt-in sequence, which does not include sending a success email after the subscriber confirms their email. To send a confirmation or thank-you email, you can create a separate workflow that triggers once the contact-verified tag is applied.

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Recap

To set up a double opt-in process in ClickFunnels:

1. Create a funnel with a signup page and conditional thank you pages based on the verification status.
2. Create a confirmation landing page with a quick action to apply the contact-verified tag.
3. Set up a workflow that checks if the user has been verified, and if not, sends them an email with a link to confirm their email address.

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Related Articles

• How to Create a New Funnel
• Automations: How to Manage Quick Actions
• How to Create and Manage a Landing Page
• How to Create a Workflow
• Workflows “Delay” Step - Introduce Time Gaps Between Actions
• Workflows “Until Triggered” Step - Pause Actions Until Specific Events

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