Take advantage of visits to your website to increase newsletter subscribers via a popup using the double opt‑in technique. With this approach, you’ll avoid adding contacts who accidentally provided their email, improving deliverability.
In this article, you’ll learn how to create a newsletter subscription popup with double opt‑in.
Objective: Acquisition.
Difficulty: Intermediate.
When to use: In acquisition campaigns.
This strategy is part of our template pool. To implement it in your account, log into Connectif, go to “Workflows > Create new workflow”, select Create from template, search for the workflow named (Newsletter subscription with double opt‑in), click Select, then Create.
How it works
To build this strategy, we’ll configure a popup with the subscription form in the workflow, along with a daily limitation. Once shown, it won’t appear again on subsequent pages visited.
After form submission, another popup will confirm successful submission, and a first subscription confirmation email will be sent.
Finally, once the contact confirms the subscription, they’ll receive a welcome email—and a final popup will greet them on the site.
Workflow configuration
STEP 1. “Start” Node
(This node sets the audience for the action).
1. Click (Edit node settings) of the “Start” node.
2. Under Select a restriction, choose "Entire list".
3. Under Select data source, choose "All existing and new".
4. Click Apply.
STEP 2. First “When visiting page” Node
(This node detects contacts who visit the website).
5. Click (Edit node settings) of the “When visiting page” node.
6. Click on Limitations and configure the daily limitations for your strategy.
7. Click Apply.
To learn more about node limitations, click here.
STEP 3. “Check value” Node
(This node checks whether the contact is subscribed to the newsletter).
8. Click (Edit node settings) of the “Check value” node.
9. Drag the field "Newsletter subscription status" from "Contact" to the left block.
10. Then, in "Operator", select "Is selected".
11. Drag the "Literal" field to the right block and select "Subscribed".
12. Click Apply.
To learn more about the "Check value" node, click here.
STEP 4. First “Send web content: popup” Node
(This node displays the popup to contacts who are not subscribed when visiting the site).
13. On the connection between this node and the previous one, click the circle until "No" appears.
14. Click (Edit node settings) of the “Send web content” node.
15. Select the content you wish to display and style it. In this case, a popup.
16. Choose “After a few seconds” and under “Show after”, set it to "5" seconds.
17. Click Limitations and configure the ones you prefer for your strategy.
18. Click Apply.
To learn more about Popup web content, click here.
STEP 5. “On opening web content” Node
(This node detects the exact moment the content is displayed, allowing you to add limitations so it won’t appear again on each page visit.)
19. Click (Edit node settings) of the “On opening web content” node.
20. Select Specific content and choose the popup shown in the previous node.
21. Under Limitations, in the field "Add external limitation", enter "1" in the "Day" field for the "When visiting page" node.
22. Click Apply.
STEP 6. “On form submission” Node
(This node detects the exact moment the form is submitted).
23. Click (Edit node settings) of the “On form submission” node.
24. Click A specific form.
25. Then, select the form to be responded to — in this case, the form shown in the popup.
26. Uncheck the "Deactivate after triggering" box.
27. Click Apply.
STEP 7. Second “Send web content: popup” Node
(This node displays a popup to confirm the form has been submitted).
28. Click (Edit node settings) of the “Send web content” node.
29. Select the content to display and customize it to match your style — in this case, a popup.
30. Click Limitations and choose the ones needed for your strategy.
31. Click Apply.
STEP 8. “Set field” Node
(This node stores the information submitted through the popup form).
32. Click (Edit node settings) of the “Set field” node.
33. Drag the field "Name" from "On form submission" to the left block.
34. Then, under "Operator", select "Assign".
35. Click Apply.
STEP 9. First “Send email” Node
(This node sends the confirmation email to the contact with a link to confirm newsletter subscription).
36. Click (Edit node settings) of the “Send email” node.
37. In Limitations, uncheck the "Limit per contact" box.
38. In Configuration, select the email you want to send and click Next .
39. Under the Send to section, select "Contact".
40. Specify the email type as "Transactional".
41. Set up the Send to contact parameters.
42. In Google Analytics, click "Enable Google Analytics" and then click Next .
43. Click Apply.
STEP 10. “On click” Node
(This node detects the moment the confirmation link is clicked).
44. Click (Edit node settings) of the “On click” node.
45. Click A specific email.
46. Then, select the email to respond to — in this case, the email with the confirmation link.
47. Scroll to the bottom of the settings and under Select a link, choose the link that confirms the contact's subscription.
48. In Limitations, under Temporarily deactivate after event, enter “1” in the “Day” field.
49. Click Apply.
STEP 11. Second “Send email” Node
(This node sends the welcome email after the subscription is confirmed).
50. Click (Edit node settings) of the “Send email” node.
51. In Limitations, uncheck the "Limit per contact" box.
52. In Configuration, select the email you want to send and click Next .
53. Under Send to, select "Contact".
54. Set the email type to "Transactional".
55. Configure the Send to contact parameters section.
56. In Google Analytics, click "Enable Google Analytics" and then click Next .
57. Click Apply.
STEP 12. Second “On page visit” Node
(This node detects contacts who visit the website after confirming their subscription).
58. Click (Edit node settings) of the “On page visit” node.
59. In Limitations, check the box "Deactivate after triggering".
60. Click Apply.
STEP 13. Third “Send web content: popup” Node
(This node displays a popup when contacts visit the website after confirming their subscription to the newsletter).
61. Click (Edit node settings) of the “Send web content” node.
62. Select the content you want to display and customize it to your style — in this case, a popup.
63. Click Apply.
Success!
Your workflow to create a newsletter subscription popup using the double opt-in technique is now ready.
Still have questions?
Remember, our Connectif specialists are here to help. To contact them, just open a support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
- Newsletter subscription, to capture newsletter subscribers.
- Newsletter subscription after purchase, to capture subscribers who have just completed a purchase.
- Double subscription: newsletter and push, to capture subscribers to both the newsletter and web push notifications.
- Push subscription using browser notification, to capture subscribers to the web push notification channel.