In this lesson, you will learn and implement the third part of the workflow that contains the newsletter acquisition strategy with a double opt-in subscription.
Double opt-in is the optimal subscription model for your email lists, helping you maintain a solid and clean database. With Connectif, you can create a contact acquisition workflow with double subscription confirmation to grow and improve your email lists using the same strategy.
Goal: Acquisition.
Elements used: Popup, email.
Implementation time: 1 hour.
We recommend you follow all the steps and implement this strategy from scratch in your account, but if you need a quick way, the Newsletter Subscription with Double Opt-in template is available in the Workflow Template Directory for you to use.
Before You Start: Recap
In the previous lesson, we established the second part of this strategy, which reacts with a subscription confirmation email and a reminder popup to users who complete the popup form from the first lesson. Additionally, it updates their name in the contact profile.
Lesson Summary
In this lesson you will learn:
- The "On Email Click" node to react when a contact clicks a link in your email.
By the end of this lesson, you will have created in your account:
The final part of the acquisition strategy, through which you will react with a welcome email when users confirm their subscription to your newsletter. Additionally, a welcome popup will display the next time they visit your website.
Strategy Setup
Access the workflow where you created this strategy. Click on Workflows and find the workflow you named "Double Opt-in Subscription" (or the name you chose).
STEP 10. "On Email Click" Node
How the "On Email Click" Node Works
This node is used to react at the moment a contact clicks a link in an email sent through Connectif.
In the node interface, you specify the link contacts must click to trigger it, which can be configured for clicks in any email or a specific email.
How to Configure the "On Email Click" Node for This Strategy
(This node will detect exactly when a contact clicks the confirmation link in the confirmation email you created in the previous lesson).
72. In the node selection menu, go to "Triggers > Email", click on the "On Click" node and drag it into the editor so it connects with the "Start" node.
73. Click (Edit node configuration) on the "On Click" node.
74. Click on A specific email.
75. Then select the email to react to. In this case, the email containing the confirmation link you created in the previous lesson.
76. Scroll to the bottom of the configuration and under Select a link, choose the link that confirms the contact’s subscription ("#__cn_subscribe").
77. Under Limitations, uncheck the box "Disable after triggering".
78. In the Temporarily disable after event area, enter “1” in the “Day” field. This ensures the node activates only once per day even if the contact clicks multiple times.
79. Click Update.
At this step, we have instructed Connectif that when a contact clicks the confirmation link in the confirmation email, it will proceed to the next action and send the welcome email, at most once per day even if multiple clicks occur.
STEP 11. Second "Send Email" Node
How to Configure the Welcome Email for This Strategy
(In this step, you will create the welcome email for contacts who confirmed their newsletter subscription).
80. In the node selection menu, go to "Actions > Email", click on the "Send Email" node and drag it into the editor so it connects with the "On Click" node.
81. Click (Edit node configuration) on the "Send Email" node. Then click Create new content.
82. When creating a new email, in the Tools panel, click the General tab to edit the overall appearance settings of your email.
83. Click the Components tab to configure the layout and add the elements you want to your email by clicking and dragging them into the editor.
If needed, all the steps to create an email are available in this lesson.
84. Click Save to keep your design changes and then Return to content list to finish configuring the node.
How to Configure the "Send Email" Node for This Strategy
(This node will send the welcome email to newsletter subscribers after they have confirmed their subscription).
85. Under Configuration, select the email you just created, then click Next .
86. In the Send to section, select "Contact".
87. Specify the email type as "Transactional".
88. Configure the "Send to contact" Parameters section.
89. Under Google Analytics, click "Enable Google Analytics" and then click Next .
90. (Optional). If you created variables for your content, link them to Connectif fields as you did in previous lessons.
91. Under Limitations, uncheck the box "Limit per contact".
92. Click Finish .
At this step, we sent a welcome email to contacts who confirmed their newsletter subscription. We did not set a limit per contact for this node so they can receive it again if they unsubscribe and later re-subscribe.
STEP 12. Second "On Page Visit" Node
How to Configure the "On Page Visit" Node for This Strategy
(This node will detect contacts who visit the website after confirming their subscription).
93. In the node selection menu, go to "Triggers > Web", click on the "On Page Visit" node and drag it into the editor so it connects with the "On Click" node.
94. Click (Edit node configuration) on the new "On Page Visit" node.
95. Under Limitations, make sure the box "Disable after triggering" is checked so this action only happens the first time they visit the website after confirming their subscription.
96. Click Update.
At this step, we told Connectif that when a contact visits the website for the first time after confirming their subscription, the next action activates and the web content of the following step is sent.
STEP 13. Third "Send Web Content" Node
How to Create the Popup for This Strategy
(In this step, you will create a popup to welcome contacts who have verified their newsletter subscription).
97. In the node selection menu, go to "Actions > Web", click on the "Send Web Content" node and drag it into the editor so it connects with the "On Page Visit" node.
98. Click (Edit node configuration) and Create new content to generate new content.
99. When creating new web content, select Popup as the type, assign it a name, and click Create web content.
100. In the General tab, edit the general appearance parameters of your popup.
101. In the Components tab, configure the layout and add the elements you want to your popup by clicking and dragging them into the editor.
If needed, all the steps to create a popup are available in this lesson.
102. Click Save to keep your design changes and then Return to selector to go back to the workflow and finish configuring the node.
(PHOTO example, welcome popup template).
How to Configure the "Send Web Content" Node for This Strategy
(This node will show the popup to contacts on their next website visit after confirming their newsletter subscription).
103. Once you select the popup you just created, click Next twice.
104. Click Finish .
At this step, we showed a welcome popup to contacts who subscribed and confirmed via email on their next visit to the eCommerce site, thus completing the double opt-in acquisition strategy.
Result
After completing these steps, you will have established the final part of the strategy, and your contacts will receive a welcome email after subscribing and confirming their newsletter subscription. Additionally, they will see a welcome popup the next time they visit your website.
With this, you will have completed the first strategy of this course, allowing your contacts to subscribe to your newsletter while optimizing your email lists through double opt-in.
Continue Your Journey
Now that you have completed this lesson, continue with the next one, where you will create in your account a Push Notification Subscription Strategy.
Congratulations!
You have reached the end of the lesson.
Return to the course
Access the full course index and explanation of each lesson at this link.
Related Readings
If you want to deepen your understanding of any topics covered in this lesson, you can access the guide documentation:
- Folders in Workflows, to create a folder for this and other workflows you complete in the lessons of this course.
- Limitations in Workflows, to learn more about how to pause nodes automatically temporarily or permanently to best fit your strategy.
- Embedded Forms, to learn how to import forms from your website into Connectif and use them in form-related nodes as if they were native.