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, 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".
![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/double-optin-1_5z36vl.png)
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)
Then create an Automation 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)
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)
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".
![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/image_pa2fg0.png)
![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/image_abp25q.png)
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
Thank you!