> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.platform.ly/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Double Opt-In

# 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.



![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/double-opt-in_1ootpov.png)

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.


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/double-opt-in-2_1sp47p9.png)


# Double Opt-In with third party forms

If you use a third party opt-in form, for example [Convertful](https://convertful.com/), 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. 

1. Connect your Convertful and Platformly account. You can read more about how to do this [here](https://app.convertful.com/docs/integrations/platformly/).

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


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/double-optin-1_5z36vl.png)


3. 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.


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/double-optin-3_qsojqh.png)

4. Then create an [Automation](https://help.platform.ly/en/article/simple-automations-triggers-and-conditions-1kef32i/) in Platformly for anyone with the tag **"single_optin"** to be sent a double optin email confirmation.


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/double-optin-4_1jzkatz.png)



5. 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.


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/image_aio1fs.png)

6. Then create an [Automation Rule](https://help.platform.ly/en/article/automation-rule-explained-1klyo1l/) 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"**.


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/image_pa2fg0.png)


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/image_abp25q.png)

7. 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.