Newsletter subscription with double opt-in (popup)

Increase the number of contacts who subscribe to your newsletter by showing them a popup when they visit your site and using the double opt-in technique. With this technique, you’ll avoid adding contacts who have mistakenly provided their email address to your subscriber list, thereby improving deliverability.

In this article, you’ll learn how to create a newsletter subscription popup with the double opt-in technique.

  

Objective: Acquisition.
Difficulty: Intermediate.
When to use it: In acquisition campaigns. 

  

This strategy is part of our pool of templates. To implement it in your account, access your Connectif account and go to “Workflows Create new workflow”. In the Create from template section, enter the name of the workflow in the search engine (Newsletter subscription with double opt-in) then click Select and Create.

How it works

To create this strategy, we’ll configure a popup with the subscription form in the workflow, along with a daily limitation. In this way, once it has been displayed, it won’t appear again on the next pages visited.
After submitting the form, another popup will be displayed indicating that the form has been sent correctly, and a first subscription confirmation email will be sent.
Finally, when the contact confirms the subscription, a welcome email will be sent. On the website, a final popup will also appear to welcome contacts to the newsletter.Suscripci_n_a_newsletter_con_doble_opt-in-min.png

 

Workflow configuration

Before configuring your workflow, create the following elements:
— Two emails, one to confirm the subscription and one to welcome new contacts subscribed to the newsletter.
— Three popups, one for each shown in this strategy.

STEP 1. "Start" node

(In this node, you’ll set the target audience for the action).

1. Click (Edit node settings) for the “Start” node.

2. Under Select limitation, check "All my list".

3. Under Select data source, check “All existing and new”.

4. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_inicio-min.png

 

STEP 2. First “On page visit” node

(This node will detect contacts who visit the website).

5. Click (Edit node settings) in the “On page visit” node.

6. Click on Limitations and select the limitations you want for your strategy.

7. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_primer_al_visitar_p_gina-min.png

 

If you’d like to learn more about node limitations, click here.

 

STEP 3. “Check value” node

(This node will check if the contact is subscribed to the newsletter).

8. Click (Edit node settings) in the “Check value” node.

9. Drag the "Newsletter subscription status" field from "Contact" to the block on the left.

10. Then, under "Operator" select "Is equal to" and “Subscribed”.

11. Drag the "Literal" value to the block on the right and select "Subscribed".

12. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_comprobar_valor-min.png

 

If you want to learn more about the "Check value" node, click here.

 

STEP 4. First “Send web content: popup” node

(This node will show the popup you have just created to contacts who are not subscribed to the newsletter when they visit the website).

13. At the junction of this node with the previous one, click on the circle until "No" appears.

14. Click (Edit node settings) in the “Send web content” node.

15. Click on the content you want to display and adapt it to your style. In this case, popup content .

16. In this case, check "After a few seconds" and, in "Show when elapsed", type "5" to determine the number of seconds.

17. Click on Limitations and select the constraints you want for your strategy.

18. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_primer_enviar_contenido_web-min.png

 

If you want to learn more about Popup web content, click here.

 

STEP 5. “On opening of web content” node

(This node will detect exactly when the web content is displayed, to add limitations that prevent it from reappearing on each page the contact visits).

19. Click (Edit node settings) in the “On opening of web content” node.

20. Click One specific content and select the “popup” content shown in the previous node.

21. In Limitations, one of the fields shown is "Add external limitation" – type "1" in the "Day" field for the "On page visit" node.

22. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_al_abrir_contenido_web-min.png

 

STEP 6. “On form submission” node

(This node will detect the moment when the form is sent).

23. Click (Edit node settings) in the “On form submission” node.

24. Click on A specific form.

25. Next, select the form that should be reacted to. In this case, the form displayed in the popup.

26. Uncheck the box for "Deactivate after triggering".

27. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_al_enviar_formulario-min.png

 

STEP 7. Second “Send web content: popup” node

(In this node a popup will be displayed to contacts to confirm the submission of the form).

28. Click (Edit node settings) in the “Send web content” node.

29. Click on the content you want to display and adapt it to your style. In this case, popup content .

30. Click on Limitations and select the constraints you want for your strategy.

31. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_segundo_enviar_contenido_web-min.png

 

STEP 8. “Set field” node

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

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

33. Drag the "Name" field from "On form submission" to the block on the left.

34. Then, under "Operator", select "Assign".

(In this node you’ll send the contact an email with the subscription button to the newsletter).

36. Click (Edit node settings) in the “Send email” node.

37. Under Limitations, uncheck the "Limit per contact" box.

38. In Settings, select the email you want to send and click Next .

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

40. Indicate the "Transactional" type of email.

41. Configure the parameters section of "Send to contact".

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

43. Click Complete .

Suscripci_n_a_newsletter_con_doble_opt-in_primer_enviar_email-min.png

 

STEP 10. “On link click” node

(This node will detect the exact moment the confirmation link is clicked.)

44. Click (Edit node settings) in the “On link click” node.

45. Click One specific email.

46. Next, select the email that should be reacted to. In this case, the email with the confirmation link.

47. Go to the bottom of the settings and, under Select a link, choose the link that confirms the contact's subscription.

48. Under Limitations, in the Temporarily disable after event field, type "1" in the “Day field.

49. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_al_hacer_clic-min.png

 

STEP 11. Second “Send email” node

(This node will send the email with the welcome to the newsletter message after confirmation).

50. Click (Edit node settings) in the “Send email” node.

51. Under Limitations, uncheck the "Limit per contact" box.

52. In Settings, select the email you want to send and click Next .

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

54. Indicate the "Transactional" type of email.

55. Configure the parameters section of "Send to contact".

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

57. Click Complete .

Suscripci_n_a_newsletter_con_doble_opt-in_segundo_enviar_email-min.png

 

STEP 12. Second “On page visit” node

(This node will detect contacts that arrive on the website after confirming the subscription).

58. Click (Edit node settings) in the “On page visit” node.

59. Under Limitations, uncheck the "Deactivate after triggering" box.

60. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_segundo_al_visitar_p_gina-min.png

 

STEP 13. Third “Send web content: popup” node

(In this node a popup will be shown to contacts at the moment they visit the website after confirming their subscription to the newsletter).

61. Click (Edit node settings) in the “Send web content” node.

62. Click on the content you want to display and adapt it to your style. In this case, popup content .

63. Click Update.

Suscripci_n_a_newsletter_con_doble_opt-in_tercer_enviar_contenido_web-min.png

 

 

 
 

Success!
Your workflow to create a newsletter subscription popup with the double opt-in technique is ready.

  

Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.

 


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