Double Opt-In with Platformly forms

If you use Platformly opt-in form, to enable double opt-in, go to the form, click on the "Settings" tab and tick the box "Make this optin Double Optin" button.





You will then have the option to select the Sender Profile, edit the email and set where the confirmation link should go to once it is clicked on.

Double Opt-In with third party forms

If you use a third party opt-in form, for example Convertful, it is not possible to do this directly over an integration. However you can simply replicate a double-optin using our system by following the below steps.

Connect your Convertful and Platformly account. You can read more about how to do this here.

In your Platformly account, create 2 tags "single_optin" and "double_optin".





On your Convertful widget/form, set it up so that on submit of the button, a user is created in Platformly and the tag "single_optin" is added to the user.




Then create an Automation in Platformly for anyone with the tag "single_optin" to be sent a double optin email confirmation.






In the confirmation email, include a link that goes to your Thank You page or any other page that you desire, for example the email below.




Then create an Automation Rule with the trigger that, if the confirmation link in the confirmation email is clicked, then add the tag "double_optin" to the user and remove the tag "single_optin".







Enable both the Automation and Automation Rule and that's it. Visitors who now subscribe via the Convertful widget will be added to Platformly CRM initially with the "single_optin" tag and they will receive a double opt-in confirmation email. Once they click on the confirmation link, their tag will be changed to "double_optin", which you can filter to see who has double opted-in.

Updated on: 28/09/2023