Newsletter sign-up

To be able to communicate with customers through an email channel, you need their consent to receive emails.

You can use the Automation module to prepare workflows that facilitate the single and double opt-in scenarios. This article contains instructions how to do that.

The single opt in process saves the marketing agreement (email channel) without a user email confirmation. When a customer sends a newsletter submission form, the agreement is confirmed in their profile without requiring an email confirmation. The double opt-in process is also started when a customer submits the form, but the agreement is not saved to the customer’s profile until they click the confirmation link received by email.

The workflow described further in this article is designed to work with the implementation described in the developer guide. In this setup, you cannot use the single-opt in and double opt-in mechanisms simultaneously in different subscription forms.

Requirements


  • Implement a tracking code into your website (instructions: here and here).
  • Configure an email account (instructions).
  • Go to Data Management > Params Manager and verify that a newsletter_agreement_enabled attribute exists. If it does not, create it. For instructions, see this section.
  • Only for double opt-in and single opt-in with notification Prepare an email confirmation/notification template.
Tip: If you are not familiar with the Automation module, you can find all information about it here.

Triggering the automation

  1. Go to Analytics icon Automation > Workflows > New workflow.
  2. Enter the name of the workflow.
  3. On the dashboard, click the Add the first node icon icon.
  4. Select the Data Changed node.
  5. Open the configuration window by double-clicking the node.
  6. From the Choose value dropdown list, select Attributes > newsletter_agreement_enabled.
  7. From the Choose operator dropdown list, select Equal (String).
  8. In the text field, enter enabled.
  9. Click Apply.
  10. If you want to only include customers who have not agreed to a newsletter before, add a filter node:
    1. On the Data changed node, click the plus button.
    2. From the dropdown list, select the Client Filter node.
    3. Open the configuration window by double-clicking the node.
    4. From the Choose filter dropdown list, select Clients > Attributes > newsletter_agreement (you can use the search field).
    5. From the Choose operator dropdown list, select Equal.
      Result: A text field appears.
    6. In the text field, enter enabled.
    7. Confirm by clicking Apply.
    8. Add the matched path by clicking the plus button on the node.
    9. From the dropdown list, select the End node.
      Result: If a profile already has newsletter subscription enabled, the journey ends at this point.
  11. Continue to one of the following:

Single opt-in

  1. On the last node you added, click the plus button.
  2. Select the Update Profile node.
  3. Open the configuration window by double-clicking the new node.
  4. From the left dropdown list, select Attributes > newsletter_agreement.
  5. From the right dropdown list, select Change.
  6. In the text field, enter enabled.
  7. Click Apply.
  8. If you want to send a notification, add a notification node:
    1. On the Update Profile node, click the plus button.
    2. From the dropdown list, select the Send Email node.
    3. Open the configuration window by double-clicking the new node.
    4. In the Sender details section:
      1. In the From email address field, select the email address from which the email is sent.
      2. In the From name field, enter the name of the sender that displays in the customer mailbox.
      3. In the “Reply to” email address field, select the email customers can reply to.
      4. In the “Reply to” name field, enter the name of the sender.
      5. Select the Send without marketing agreement checkbox.
    5. In the Content section:
      1. In the Subject field, enter the subject of the email (shown in the customer’s mailbox).
      2. In the Template field, select the template of the notification email.
    6. In the UTM and URL parameters, click Skip step and Yes.
    7. Click Apply.
  9. On the last added node, click the plus button.
  10. From the dropdown list, select the End node.
    Result: The workflow looks similar to this:
    Single-opt in workflow with filter and notification
    Single-opt in workflow with filter and notification
  11. To save the workflow:
    • as a draft, click Save.
    • and launch it, click Save&Run.

Double opt-in

For your reading convenience, this section is divided into sub-sections for each node.

Send a confirmation email

  1. On the last node you added, click the plus button.
  2. From the dropdown list, select the Send Email node.
  3. Open the configuration window by double-clicking the new node.
    1. In the Sender details section:
      1. In the From email address field, select the email address from which the email is sent.
      2. In the From name field, enter the name of the sender that displays in the customer mailbox.
      3. In the “Reply to” email address field, select the email customers can reply to.
      4. In the “Reply to” name field, enter the name of the sender.
      5. Select the Send without marketing agreement checkbox.
    2. In the Content section:
      1. In the Subject field, enter the subject of the email (shown in the customer’s mailbox).
      2. In the Template field, select the template of the confirmation email.
    3. In the UTM and URL parameters, click Skip step and Yes.
    4. Click Apply.

Wait for confirmation

  1. On the Send email confirmation node, click the plus button.
  2. From the dropdown, select Event Filter.
  3. Open the configuration window by double-clicking the new node.
  4. From the Choose event dropdown list, select newsletter.click.
  5. Click the + where button.
  6. From the Choose parameters dropdown list, select url.
  7. As the logical operator, select Contain.
    Result: A text field appears.
  8. In the text field, enter the agreement confirmation URL.
  9. Confirm by clicking Apply.

Update newsletter agreement

  1. On the Event Filter node, click the plus button.
  2. From the dropdown list, select the Update Profile node.
  3. Open the configuration window by double-clicking the new node.
  4. From the left dropdown list, select Attributes > newsletter_agreement.
  5. From the right dropdown list, select Change.
  6. In the text field, enter enabled.
  7. Click Apply.
  8. On the Update Profile node, click the plus button.
  9. From the dropdown list, select the End node.
    Result: The workflow looks similar to this:
    Double opt-in configuration
    Double opt-in configuration
  10. To save the workflow:
    • as a draft, click Save.
    • and launch it, click Save&Run.

Optional: add confirmation reminder

In the double opt-in scenario, you can add an email reminder.

  1. If the workflow is running, pause it.
  2. Double-click the Event Filter node.
  3. In the Check drop-down list, select for period of time.
  4. In the Time range section that appears, set the period after which the reminder will be sent.
  5. Click Apply.
  6. Right-click the Send Email node and select Duplicate.
  7. Optional: Change the email template used in the duplicate Send Email node.
  8. Click and hold the plus button on the Event Filter node, then drag a path to the duplicate Send Email node.
  9. Right-click the Event Filter node and select Duplicate.
  10. Double-click the duplicate Event Filter node.
  11. In the Check drop-down list, select without limits.
  12. Click Apply.
  13. Click and hold the plus button on the duplicate Send Email node, then drag a path to the duplicate Event Filter node.
  14. Right-click the Update Profile node and select Duplicate.
  15. Click and hold the plus button on the duplicate Event Filter node, then drag a path to the duplicate Update Profile node.
  16. On the duplicate Update Profile node, click the plus button.
  17. From the dropdown list, select the End node.
    Result: The workflow looks similar to this:
    Double opt-in configuration with reminder
    Double opt-in configuration with reminder
  18. To save the workflow:
    • as a draft, click Save.
    • and launch it, click Save&Run.
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