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 articles 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.

Requirements


  • Implement a tracking code into your website (instructions: here and here).
  • Track the form.submit event and formType as its parameter (instructions: here and here.
  • Track the form data (instructions).
  • Configure an email account (instructions).
  • Double opt-in only: Prepare an email confirmation template (instructions).

Single opt-in procedure


Tip: If you are not familiar with the Automation module, you can find all information about it here.
  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 Client Event node.

  5. Open the configuration window by double-clicking the node.

  6. From the Choose event dropdown list, select the form.submit event.

  7. Click the + where button.

  8. From the Choose parameter dropdown list, select formType.

  9. As the logical operator, select Equal.
    Result: A text field appears.

  10. In the text field, enter newsletter.

  11. Confirm by clicking Apply.

  12. To add the next node, click the plus button on the Client Event node.

  13. From the list of nodes, select the Update Client node.

  14. Open the configuration window by double-clicking the node.

  15. From the dropdown list, select newsletter_agreement.

  16. From the next dropdown list, select Change.

  17. Confirm by clicking Apply.
    Result: A text field appears.

  18. In the text field, type enabled.

  19. To add last node to the workflow, click the plus button on the Update Client node.

  20. From the dropdown list, select the End node.
    Result:

    Single opt-in configuration
    Single opt-in configuration
  21. To save the workflow:

    • as a draft, click Save.
    • and launch it, click Save&Run.

Double-opt in procedure


  1. Go to Analytics icon Automation > Workflows > New workflow.
  2. Enter the name of the workflow.

Select a form submit action


  1. On the dashboard, click the Add the first node icon icon.
  2. Select the Client Event node.
  3. Open the configuration window by double-clicking the node.
  4. From the Choose event dropdown list, select the form.submit event.
  5. Click the + where button.
  6. From the Choose parameter dropdown list, select formType.
  7. As the logical operator, select Equal.
    Result: A text field appears.
  8. In the text field, enter newsletter.
  9. Confirm by clicking Apply.

Filter out those who already subscribed


  1. Add the next node by clicking the plus button on the node.
  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 newsletter_agreement.
  5. From the Choose logical operator dropdown list, select Equal.
    Result: A text field appears.
  6. In the text field, enter enabled.
  7. By default, the filter considers customers who match the conditions. Click the word “matching” to change it to not matching.
    Result: All customers who already confirmed a newsletter agreement won’t continue the path.
  8. Recommended: To be able to prepare an analysis of the customers who reach this step in the workflow, switch the Track datapoints toggle on.
  9. Confirm by clicking Apply.
  10. Add the matched path by clicking the plus button on the node.
  11. From the dropdown list, select the Send Email node.
  12. Add the not matched path by clicking the plus button on the Client Filter node.
  13. From the dropdown list, select the End node. This way, customers who already confirmed their newsletter sign-up before, will finish the workflow.

Send an email confirmation


  1. To configure the settings of the Send Email node, double-click the node.
  2. 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.
  3. 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 email.
  4. Recommended: To be able to prepare an analysis of the customers who reach this step in the workflow, switch the Track datapoints toggle on.
  5. Keep the default configuration (without limits).
  6. Confirm by clicking Apply.

Check if the customer confirmed


  1. Add the next node by clicking the Send Email node.
  2. From the dropdown, select Client Event Filter.
  3. Open the configuration window by double-clicking the 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 email confirmation URL.
  9. Recommended: To be able to prepare an analysis of the customers who reach this step in the workflow, switch the Track datapoints toggle on.
  10. Confirm by clicking Apply.

Update marketing agreement state


  1. Add the next node by clicking the plus button on the Client Event Filter node.
  2. From the dropdown list, select the Update Client node.
  3. Open the configuration window by double-clicking the node.
  4. From the dropdown list, select newsletter_agreement.
  5. From the next dropdown list, select Change.
  6. Confirm by clicking Apply.
    Result: A text field appears.
  7. In the text field, type enabled.
  8. Add last node to the workflow by clicking the plus button on the Update Client node.
  9. From the dropdown list, select the End node.
    Result:
    Single opt-in configuration
    Double opt-in configuration
  10. To save the workflow:
    • as a draft, click Save.
    • and launch it, click Save&Run.
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