CRM Webforms Double Opt-In Important But Unuseable As Is

CRM Webforms Double Opt-In Important But Unuseable As Is

With all the problems with webform spam, the Double Opt-In is a great idea.  Once I implemented it and tested it on my website, I realized it is not usable in its current state.

The key problem is the messaging on the Opt-in email is very misleading, and we have no ability to customize that email so it makes sense.

My use of these webforms are for Contact Us, Subscriptions, Feedback, etc.  In most cases, these interactions are from prospective customers.  Existing customers have other direct communication options and do not need to use a form on the website.

If a website visitor submits a form, they would not reasonably intend that to be an act of registration with the company.  Yet that is the messaging of that email. 

-------------------------

Confirm Your Registration with <Company Name>

Hello,

Thank you for registering with <Company Name>. To confirm your registration please click on the button given below. This option expires in 60 days.

Confirm Registration

If you have not registered, please just ignore this email.


-----------------------------------------
Odds are that many or most visitors will be confused by this and just delete it.  If they don't press the confirm button, the form will not make it to CRM as a lead, their question or concern will not be received and will not be responded to, and this will result in a lost opportunity at best, and reputational damage is likely because we never followed up on their communication.

Zoho CRM Product Manager, please start by crafting a better default message reflecting the action the visitor has taken and their expectation for a prompt reply.

Even something like the following would be usable:

-------------------------

Confirm Your Communication with <Company Name>

Hello,

Thank you for contacting <Company Name>. To confirm your communication please click on the button given below and your message will be forwarded to us.  

Confirm Communication

If you do not confirm your communication, your message will not be received.


-----------------------------------------

The ultimate solution would be for us to be able to customize the opt-in email message (and the confirmation message that follows clicking on the Confirm button) applicable to each webform, so that it can be tailored to the exact purpose/usage of that webform.

For now, I will need to remove Double Opt-In from the form and deal with the spam that follows.

Sincerely.

-Tom Bixby






                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Enrich your CRM data and keep them updated

                                          You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                        • Zoho CRM Digest - February 2024

                                          We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
                                        • Canvas templates can now be shared with different CRM organizations

                                          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
                                        • Introducing Zia Presentation in Zoho CRM

                                          ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
                                        • Blueprint enhancements - Parallel and multiple transitions, and more

                                          Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all


                                        Manage your brands on social media



                                              Zoho TeamInbox Resources

                                                Zoho DataPrep Resources



                                                  Zoho CRM Plus Resources

                                                    Zoho Books Resources


                                                      Zoho Subscriptions Resources

                                                        Zoho Projects Resources


                                                          Zoho Sprints Resources


                                                            Qntrl Resources


                                                              Zoho Creator Resources


                                                                Zoho WorkDrive Resources



                                                                  Zoho Campaigns Resources

                                                                    Zoho CRM Resources

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series


                                                                    • Tips

                                                                      Tips

                                                                    • Functions

                                                                      Functions

                                                                    • Meetups

                                                                      Meetups

                                                                    • Kbase

                                                                      Kbase

                                                                    • Resources

                                                                      Resources

                                                                    • Digest

                                                                      Digest

                                                                    • CRM Marketplace

                                                                      CRM Marketplace

                                                                    • MVP Corner

                                                                      MVP Corner

                                                                    





                                                                    




                                                                        Design. Discuss. Deliver.

                                                                        Create visually engaging stories with Zoho Show.

                                                                        Get Started Now