What is the sequence of events when someone opts-in on my website?

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Here is the sequence of events when someone opts-in:

 

Without the Double Opt-In enabled:

  1. Person enters information. i.e. name, email and phone( if required)
  2. Person clicks the submit button (or whatever you’ve titled the button)
  3. 3 things happen simultaneously
    • The person is added to the Prospects List in your system (if not already there)
    • They are taken to the Thank You Page
    • The 1st Autoresponder message is triggered and sent to their email address (according to the schedule set up in the system, if 0 days then immediately)
  4. The remainder Autoresponder messages are delivered according to the setup

 

With the Double Opt-In enabled:

  1. Person enters information. i.e. name, email and phone( if required)
  2. Person clicks the submit button (or whatever you’ve titled the button)
  3. 2 things happen simultaneously
    • They are taken to the Double Opt-In Confirmation Page (this is the message telling them to go to their email to confirm the opt-in)
    • They receive the double opt-in confirmation email in their inbox
  4. They click the confirm button in their confirmation email
  5. 3 things happen simultaneously:
    • The person is added to the Prospects List in your system (if not already there)
    • They are taken to the Thank You Page
    • The 1st Autoresponder message is triggered and sent to their email address (according to the schedule set up in the system, if 0 days then immediately)
  6. The remainder Autoresponder messages are delivered according to the setup

 

***You can edit the Double Opt-In Confirmation email by going to My Account > Notification Templates > Optin Confirmation. One thing to remember is that you must have the replacement tag $CONFIRMATION_LINK$ in that email in order for the person to confirm the opt-in.

 

Hope this helps

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