Please sign in to get the most from this site.

How to created a double opt-in process with Labs Forms

Comments

2 comments

  • Tatiana Lea
    @Sarah Daily apologies I missed your message due to training but @Sion Stedman post is absolutely spot on!

    Thanks Sion

    Cheers
    Tatiana



    ------------------------------
    Tatiana Lea
    Learning Consultant, Act-On Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 06-15-2018 05:37
    From: Sion Stedman
    Subject: How to created a double opt-in process with Labs Forms

    Hi @Sarah Daily

    With this method and using Labs forms, you put Form B (with the hidden fields) on its own landing page (let's call it Landing Page B), and put the special piece of Javascript in the Landing Page B Javascript box.

    The link to use in the confirmation email is then the URL of Landing Page B.

    Landing Page B is never seen by the person completing Form A; it is purely functional.

    You will also need to have a redirect from Form B that shows whatever landing page you wish the person to see on completing the double opt-in process.

    It is a little long-winded and something that has been commented on here – may be of interest.


    ------------------------------
    Sion Stedman
    Idox Software Ltd
    ------------------------------

    Original Message:
    Sent: 06-14-2018 14:50
    From: Sarah Daily
    Subject: How to created a double opt-in process with Labs Forms

    @Tatiana Lea Where do you place the JavaScript code on the second lab form with hidden fields? The page you provided says to put it in the landing page, but the landing page will have form A embedded.

    When I've done this with classic forms, the JavaScript code was placed in the external web section of form B.​

    ------------------------------
    Sarah Daily
    Digital Marketing Manager, The Enrollment Management Association

    Original Message:
    Sent: 10-24-2017 04:25
    From: Tatiana Lea
    Subject: How to created a double opt-in process with Labs Forms

    Do you guys use double opt in process? Here is an example of how it can be achieve using 2 forms, a confirmation email and a bit of Java magic:
    Step 1. Create the first form that will capture the initial submission (i.e., the first opt-in).
    • This form could be integrated to your website or embed on AO landing page and serve as a link in an email campaign
    Step 2. Create the second form that will capture the second submission (i.e., the second opt-in).
    • This form could have hidden fields and personalisation so First Name ={{First Name }}, Last Name = {{Last Name}} and Email = {{E-mail Address}} for example or use these values {{vcard.firstname}}  {{vcard.lastname}}  {{vcard.email}}
    • You will need to add extra Java script so when recipient clicks on a button in a message the form auto submits, see a link to University for Java Script on both - Classic and Labs Form
    • Add redirect url to that form, so when auto submitted a recipient is redirected to a webpage or a landing page
    Step 3. Create a message that contains a link to the second form created in Step 2.
    • If you are using Classic composer use pre-filled url
    • If you are using Labs Form, make sure that a corresponding landing page has a tick in a box - prefill for that Lab Form
    Step 4. Attach the message created in Step 3 as the first form's confirmation email.
    • The message will serve as the verification email
    • When the recipients auto complete the second form within the email, the corresponding Signup list to this form can be used for mailing
    (Extra Step 5). If you are willing to go even further, you can create a segment of people who did not Submit Form created in Step 2. and set up an automation program to send a gentle nudge :)


    Cheers

    ------------------------------
    Tatiana Lea
    CSM, Act-On Software
    ------------------------------
    0
    Comment actions Permalink
  • Tatiana Lea

    Hi @Mike Catalano


    That is a great question, both methods are achieving the same result but I guess the main differences are:

    - The University article is actually populating values of Double Opt in in the list itself
    - The confirmation email is send via Automation not Form Confirmation Email, so I could see that more useful if say someone submits a form to receive a Whitepaper so Form Confirmation could be used to deliver the paper and Double Opt in Email gets delivered via Automation to finish the double opt in process

    PS. Something else I guess to take into consideration, the process I have described above with Forms would send confirmation email to all submitters, which would be ok say if you are just looking to subscribe contacts to a newsletter and to send email confirmations to all (in order to complete the double opt in)

    However if you have a checkbox or radio button asking for consent, the flow with automation would be better options since you would be sending Confirmation Email for double opt in only to recipients who have consented to receive further marketing communication.

    I hope this helps!
    Kind Regards


    ------------------------------
    Tatiana Lea
    Learning Consultant, Act-On Software
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 07-17-2018 11:16
    From: Mike Catalano
    Subject: How to created a double opt-in process with Labs Forms

    @Tatiana Lea - How does this method compare to the one presented in the Act-On knowledge base?

    https://university.act-on.com/Product_Features/Content/Forms/Creating_a_Form/38_Using_Double_Opt-in

    ------------------------------
    Mike Catalano
    Head of Marketing and Business Development, Atlantic Lab Equipment
    ------------------------------

    Original Message:
    Sent: 07-05-2018 16:13
    From: Mike Catalano
    Subject: How to created a double opt-in process with Labs Forms

    How does this method compare to the one presented in the Act-On knowledge base?

    https://university.act-on.com/Product_Features/Content/Forms/Creating_a_Form/38_Using_Double_Opt-in

    ------------------------------
    Mike Catalano
    Head of Marketing and Business Development, Atlantic Lab Equipment

    Original Message:
    Sent: 10-24-2017 04:25
    From: Tatiana Lea
    Subject: How to created a double opt-in process with Labs Forms

    Do you guys use double opt in process? Here is an example of how it can be achieve using 2 forms, a confirmation email and a bit of Java magic:
    Step 1. Create the first form that will capture the initial submission (i.e., the first opt-in).
    • This form could be integrated to your website or embed on AO landing page and serve as a link in an email campaign
    Step 2. Create the second form that will capture the second submission (i.e., the second opt-in).
    • This form could have hidden fields and personalisation so First Name ={{First Name }}, Last Name = {{Last Name}} and Email = {{E-mail Address}} for example or use these values {{vcard.firstname}}  {{vcard.lastname}}  {{vcard.email}}
    • You will need to add extra Java script so when recipient clicks on a button in a message the form auto submits, see a link to University for Java Script on both - Classic and Labs Form
    • Add redirect url to that form, so when auto submitted a recipient is redirected to a webpage or a landing page
    Step 3. Create a message that contains a link to the second form created in Step 2.
    • If you are using Classic composer use pre-filled url
    • If you are using Labs Form, make sure that a corresponding landing page has a tick in a box - prefill for that Lab Form
    Step 4. Attach the message created in Step 3 as the first form's confirmation email.
    • The message will serve as the verification email
    • When the recipients auto complete the second form within the email, the corresponding Signup list to this form can be used for mailing
    (Extra Step 5). If you are willing to go even further, you can create a segment of people who did not Submit Form created in Step 2. and set up an automation program to send a gentle nudge :)


    Cheers

    ------------------------------
    Tatiana Lea
    CSM, Act-On Software
    ------------------------------
    0
    Comment actions Permalink

Please sign in to leave a comment.