1.2. Grow your email lists with a double opt-in acquisition strategy

In this lesson, you’ll learn about and implement the second part of the workflow containing the acquisition strategy for your newsletter with double opt-in subscription

Double opt-in is the optimal subscription model for your email lists, which will help give you have a solid and refined database. With Connectif you can create a contact acquisition workflow with double confirmation of the subscription, to grow and improve your email lists with a single strategy. 


Objective: Acquisition.
Elements used: Popup, email. 
Implementation time: 1 hour. 


We recommend following all the steps and implementing this strategy from scratch in your account. However, if you need a short cut, you can use the Double Opt-in Newsletter Subscription template in the Workflows Templates Directory.


Before we begin: recap

In the previous lesson we established the first part of this strategy, which shows a popup on your website inviting your visitors to subscribe to your newsletter. 


Lesson summary 

In this lesson, you’ll learn about:

  • The “On form submission” node, to respond when a contact registers on your website.
  • The "Set field" node, to modify your contact fields via a workflow.
  • The "Send email" node, to send a transactional email.
  • How to create an email in Connectif using the email editor.
  • How to create and add variables to your content.
  • How to use the predefined links in an email.

At the end of the lesson, you will have created in your account:

Part two of the acquisition strategy, through which you’ll update the contact file and respond to your subscription form popping up (created in the previous lesson) in two ways:

  1. With a reminder popup in which you’ll ask the contact to confirm their subscription via email.
  2. With the email itself, which will contain the subscription confirmation link. 



Strategy configuration

Access the workflow where you created the first part of this strategy. Click Workflows and find the workflow you created with the name "Double opt-in" (or whatever name you chose).

STEP 6. “On form submission” node

How the “On form submission” node works

This node is used to respond when a contact confirms their submission of a completed form.

In the node interface, you can configure if it will be triggered when any form is sent, or a specific one. In addition, you can filter by the URL where the form is located.


How to configure the “On form submission” node for this strategy

(This node will detect the moment at which a contact submits the subscription popup form and lead on to the next action, which will be the "Set field" node).

37. In the node selection menu, go to Triggers > Web" and drag the "On form submission” node into the editor so that it connects to the "Start" node.

38. In the  “On form submission” node, click (Edit node settings).

39. Click One specific form. 

40. Next, select the form shown in the newsletter subscription popup that you created in the previous lesson.


41. In the Limitations tab, uncheck the "Deactivate after triggering" box.


42. Click  Update.


In this step we have configured the node that will react to the submission of the form that we created in the first part of the contact acquisition strategy for our database.  

STEP 7. “Set field” node

How the "Set field" node works

This node is used to save or modify information in the contact file.

In the node interface, the new information obtained during the workflow (left column) is linked to the existing contact fields (right column). This node also allows you to assign literal values to add or update the field information with a fixed value defined by the user (for example, assign a specific score to all contacts in a workflow).


How to configure the "Set field" node for this strategy

(This node will record the information obtained in the popup form).

43. In the node selection menu, go to "Actions > Contact" and drag the "Set field" node into the editor so that it connects to the “On form submission” node.

44. Click  (Edit node settings) for the “Set field” node.

45. Drag the "Name" field, with the data source being the "On form submission" node, from the left column to the middle block, so that it matches the "Name" field in the right column. You can find it through the list of fields or enter it in the search engine to locate it, as shown in the example. Under Operator, select "Assign". 


46. Click  Update.


In this step, Connectif will update the name of the contacts who submit the form. We won’t change the newsletter subscription attribute yet because the contact must confirm the subscription for this in the email that we’ll create in the next step.

STEP 8. “Send email” node

How the "Send email" node works

This node is used to send an email to contacts that arrive at that part of the workflow. In the node interface, all aspects of the message to be sent and its recipients are configured in steps:

  • Email template configuration. To select a previously created email or configure a new one in the email editor.
  • Node configuration. To configure how it will be sent:
    • Send to. To choose among Contacts, and send that email to users whose "Email status" is "Active", or select Specific email and manually indicate which email addresses will receive all the emails to be sent.
    • o Selecting the type of email. To choose if the email will be Transactional and sent to all contacts, or Newsletterand sent to users whose "Newsletter status" is "Subscribed".
    • Parameters. To set the Email subject, the Source name, the Source email and the Reply email.
  • Configuration of fields and values. To assign or modify the values of the email variables.
  • Google Analytics. To establish the tracking parameters of Google Analytics in the email.



How the email editor works 

Connectif’s Email editor enables you to responsively personalize the email content you send to clients from your account, using workflows.

The email editor has a drag-and-drop design to give you a quick, easy and very visual way to build your emails.

How to configure the email for this strategy

(In this step you’ll create the email that asks contacts to confirm their subscription to the newsletter).

47. In the node selection menu, go to "Actions > Email" and drag the "Send email" node into the editor so that it connects to the "Set field" node.

48. Haz Click   (Edit node settings). Click  Create new content to create a new email.


49. When creating a new email, in the Toolbox, panel, click the General tab to edit the parameters of the general appearance of your email. You can also access it by clicking   General properties in the design panel.

  • Under Content name, identify what your email will be called.
  • Under Colors, define the color of the content and general background color.
  • Under Text, define the font of the default email texts.
  • Under Summary, indicate what the customer should see in the email preview, after the subject line.
  • Under HTML Options, set the general style based on CSS and HTML styles.


50. Click the Components tab to access the design options for your email.

  • Under Structure, choose the layout that best suits your needs. If none is included, the single column layout will be used by default.


  • Under Elements, add the pieces of functional content with which to build your email design. The available items are: "Text", "Image", "Button", "Social", "Divider", "Space", "Dynamic Content", "HTML", "View in browser" and "Footer". In this example, we'll add an introductory text field to our form.


51. Once the elements are added, edit them to configure your email: 

  • Under "Text", edit your text by applying rich text format (bold, italics, links, etc.), inserting dynamic variables or modifying its layout in the inserted block.
  • Under "Image", paste the image URL to include in your email, if it is an image that is already published on the Internet. To upload from your device, click   Upload image and select the file in the pop-up window. On uploading, the image URL will be set automatically.


  • Under "Button", define the text that will appear on your button, the 'title' attribute, select the text and background colors, and adjust the layout within the block. To add the newsletter subscription confirmation link, click   (Predefined link) and select the option "Confirm newsletter subscription", so that it includes the predefined link that will update the newsletter subscription status, both in Connectif and in your ecommerce.


  • (Optional). Under "Social", choose the social media platform you want to include and edit the link URL as well as the layout within the block.
  • Under "View in Browser", insert a predefined text to add a link that allows email content to be viewed in a browser window. The link is always “#__cn_view_in_browser” and is set by default. You can access it via the option  Insert/Edit link in the editor.


  • Under "Footer", insert a footer in your email where you can provide your company details and give customers the opportunity to cancel their subscription or forward the email. The “Unsubscribe” link must always be present in newsletter-type emails and must always be “#__cn_unsubscribe”.


52. (Optional). If you've added variables, review and edit them to check how the content is displayed to your contacts:

  • Add or select the component in your design where you want to create a new variable and click  (Edit element). In this example, we’ll add the variable above the text field to personalize the email with the contact's name.
  • • In the editor, click Variables.


  • Assign an identifier to the variable to distinguish it. In this example, we will assign it the identifier "Name".
  • Under Default value, add the value you want the variable to acquire when there is no data stored in the corresponding field. In this example, we will assign the default value "Hello". 
  • Click  Accept to save the changes to the variable.


53. Click   Preview to review and save the final result of your email, in desktop and/or mobile version.


54. (Optional). Click  (Send preview email) to receive a test email to the email you select and review how the customer will receive it.


55. Click  Save to keep your changes to the layout and  Back to content list to finish configuring the node.



How to configure the "Send email" node for this strategy

(This node will send the email you just created to the contact to confirm their newsletter subscription).

56. Once you’ve selected the email you just created, click Next .


57. In the Send to section, select "Contact". 

58. Indicate the "Transactional" type of email.

59. Configure the "Send to contact" parameters section with the sender and the reply email information.


60. Under Google Analytics, click "Enable Google Analytics" then Next  .


61. (Optional). If you’ve created variables for your content, link them to the Connectif fields by selecting the corresponding field from the left column and assigning it to the variable. In this example, the "Name" field will be the one that gives value to the "Name" variable, which is used in both the subject and the body of the email. 


62. Under Limitations, uncheck the "Limit per contact".


63. Click Update .


In this step we have sent an email to contacts to confirm their subscription via the link we’ve added to the button. This link, in addition to activating the following node, will change the newsletter subscription status of the contact file to "Subscribed".

STEP 9. Second “Send web content” node

How to create the popup for this strategy

(In this step you’ll create the popup that will confirm submission of the form that you created in the previous lesson).

64. In the node selection menu, go to "Actions > Web" and drag the  "Send web content" node into the editor so that it connects to the "On form submission" node.

65. Click  (Edit node settings) of the "Send web content" node and  Create new content to generate new content.

66. When creating new web content, select Popup as the type, give it a name, and click    Create web content.

67. In the Generaltab, edit the parameters of the general appearance of your popup.


68. On the Components tab, set up the layout and add the elements you want to your popup by clicking and dragging them into the editor.



If you need them, all the steps to create a popup are available in this lesson

69. Once created, click  Save and   Back to selector to finish configuring the node.

How to configure the "Send web content" node for this strategy

(This node will show the popup you’ve just created to contacts who have submitted the form).

70. Once you’ve selected the popup you just created, click Next   twice.


71. Click Update .


In this step, we’ve shown a popup to contacts who have submitted the form, notifying them that they should check their inbox and confirm their newsletter subscription via the email we’ve sent them.


After completing these steps, you will have established the second part of this strategy – a popup confirming submission of the form will be shown on your website to contacts who have filled it out, in addition to them receiving the email to validate their subscription. Remember that this is one part of the strategy, so you’ll need to move on to the next lesson to complete it.



Continue your tour

Now that you've completed this lesson, finish setting up this strategy in your account by completing the steps in the next article



You’ve reached the end of the tutorial.


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Access the complete course index and explanation of each lesson here.

Related reading

If you want to dive deeper into any of the topics covered in this lesson, you can access the guide documentation:

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