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Workflows: Double Opt-in Sequences

Modified on Mon, 27 Nov 2023 at 09:38 AM

This article will guide you through creating a Double Opt-in sequence using Workflows. Using a Double Opt-in allows you and your visitors to verify that they want to receive your content, such as marketing emails. As an added benefit, it will reduce the number of spam complaints and help build a good reputation. Double opt-ins work because, after an initial opt-in, an email is sent with a link to a specific page. The second page will confirm the opt-in with no additional interaction required.

Important Note: The initial opt-in and the second page view must be done from the same session (do not use separate incognito windows or different web browsers).

Requirements:

  • An active ClickFunnels 2.0 account
  • An Opt-in page
  • At least one additional page

TABLE OF CONTENTS


Create the Initial Opt-in Workflow:

Initial Workflow Example.png

The first Workflow is here to email visitors who Opt-in through your page. The email must contain a link to a specific page you will use to confirm the opt-in.

  1. If you still need to create a Workflow for this purpose, please follow the steps in the linked article for instructions on creating a new Workflow. 
  2. Create a Trigger for this Workflow with these settings:
    1. Active: Turn this toggle on.
    2. Event Type: Select Opt-in.
    3. Funnel: Select the Funnel which has your Opt-in Page.
    4. Page: Select your Opt-in Page.
    5. Allow Anonymous Contacts: Turn this toggle off.

  3. Example:


  4. Add a Conditional Split Pathstep with these settings to avoid sending the email to repeat customers who have already been through this process.
    1. Contact Tags
    2. is
    3. Type in whatever tag you are using. In this example, we use “opt-in-confirmed”.

  5. Example:
    Already Confirmed Filter.png

  6. Add a Send Email step to the “No” path of the Conditional Split Path. You can configure the email however you like, but it must include a link to a specific page that you will use to confirm the opt-in.

    Example:


  7. Remember to toggle the Workflow Status to the “On” position.

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Create the Double Opt-in Workflow:

When users submit their information through your opt-in page, the previous Workflow will send them an email with a link to a specific page. This Workflow will add a Tag to the contacts that click the link and view that page.

  1. If you still need to create a Workflow for this purpose, please follow the steps in the linked article for instructions on creating a new Workflow.
  2. Create a Trigger for this Workflow with these settings:
    1. Active: Turn this toggle on.
    2. Event Type: Select Pageview.
    3. Funnel: If your linked page is in a Funnel, select the Funnel.
    4. Page: Select the page you linked to from the previous Workflow’s email.
    5. Allow Anonymous Contacts: Turn this toggle off.

  3. Example:


  4. Add a Tag Contact step to add a tag to these contacts. The tag can be anything you would like to use to indicate a user has completed the double opt-in. For example, you could use a tag named “double-opt-in” or “verified.”

    Example:


  5. Remember to toggle the Workflow Status to the “On” position.

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Using the Double Opt-in Tag:

Now that your contacts have confirmed their opt-ins, you can use filters in various parts of the app to ensure that only users who want to receive your content will be targeted. For example, use the Contact Tags filter in a Conditional Split Path or Broadcast Audience to target your users with the tag from your double opt-in.

Normal transactional emails and any other Workflow or Broadcast you set up without such a filter will still go to any desired contacts. The double opt-in tag enables you to target your users more carefully to ensure a positive experience and maintain a good reputation when sending out marketing emails or other content.

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Additional Information:

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