Double opt-in

Double opt-in

In Heyloyalty, you can create all the lists and fields that you want and/or need.

On each list, you must decide whether you want to use double opt-in.

Double opt-in is an extra confirmation your guest gives before they complete their sign-up for your newsletter. In other words, a guest goes to your site and signs up for the newsletter. Before they are added to your newsletter list, the guest receives a (double opt-in) email. The only thing the guest needs to do is click the link in the email to confirm their registration. Once they have clicked it, the guest will appear on your list and start receiving your welcome flow (if you have set one up) and your future campaigns.

If you choose to use double opt-in, which Heyloyalty generally recommends, you must set up a double opt-in email. See how below.

See the guide to setting up lists and fields here. See the guide to setting up a welcome flow here.

Set up double opt-in

Check whether a list uses double opt-in. Click Lists → ⁝ → Edit list.

Now find the Double opt-in on the list field and see if it says Activate double opt-in or Do not use double opt-in.

If the list is set to Activate double opt-in, you need to set up your double opt-in email.

Set up your double opt-in by clicking Automations → Create new automation → Create flow.

Name your flow and select a list.

Then click Set trigger on the Subscribe trigger.

Change Select subscription type to Double opt-in.

You will now see an empty flow. Start building your flow by clicking + and inserting the desired element, which in this case is Email.

Fill in the information and click Create.

Choose the desired email template and design your email.

To add the double opt-in link, you need to insert it into a text block. Click { } → Member → Double opt-in.

You will now see a merge field in your email.

Tip: If you want the double opt-in link to appear on a button instead of as part of a text block, copy the merge field and paste it as text on a button. Remember to add a link to the button. See the example below.

The link on the button must always be {member.doubleOptin}, and Heyloyalty then automatically creates the correct, personalized link for each recipient.

Click Continue → Continue to flowbuilder → Save & Exit.

After you’ve designed your email and saved your flow, you can activate the flow by clicking Inactive in the Status column of your automation dashboard.

Type Activate in the box and click Activate.

Note: The recipient’s opt-in link is active for 30 days. After that, the link is deactivated, and the contact is removed from the temporary contacts.

Create opt-in page

If you want to change the page the recipient lands on when they confirm their double opt-in, go to your list and edit the list. At the top, you’ll see several tabs. Select Double opt-in.

Here, you can choose and design:

• Thank you for confirming: Shown when the contact has confirmed the subscription.
• An error occurred: Shown if a technical error occurs with the opt-in.
• Subscription deadline expired: Shown if the contact does not confirm before the deadline.

Click the page you want to create. Design the page the same way as a form; see the guide here.

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