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Hi,

I would like to set up a workflow for sending a white paper.

First, the user should register using a form. They should then receive an e-mail confirming their e-mail address and consenting to their data being used (double opt-in). If they confirm this by clicking on the link, they will receive another email that takes them to the landing page where they can download the whitepaper.

Users who do not complete the double opt-in should receive a reminder email one day later asking them to confirm their email address.

How should such a workflow be built in Campaigns? And how do I link the form to the workflow?
I would be very happy to receive support!

Best regards
Jens

1 user has this problem.
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  • 2 months ago

Hello Jens,

Thank you for your post.

We understand your requirement. In Zoho Campaigns, when you use our signup forms with double opt-in process contacts will get added to the associated mailing list only when they confirm their email address. Contacts which are yet to complete double opt-in process won't be added in associated mailing list so we don't have an option to send them a reminder email to complete double opt-in process.

As a workaround, you can disable double opt-in process and use our signup forms to signup your contacts. Later you can use our workflows to update the subscription type as Marketing to send an email with consent merge tag to know their interest in receiving further emails from you. Once after sending consent email you can update the subscription type of those contacts as Non-marketing until they consent. 

Once when your contacts express their consent you can segment them and configure a workflow to update the subscription type of the consented contacts as Marketing contacts and send email with landing page to download whitepaper as per your requirement. 

Note : Kindly make sure same topic is configured in signup form and consent email to make sure your contacts are not getting ignored while sending consent emails.

Step 1 - Signup Form Creation

Kindly go to Contacts --> Signup Forms --> Create Form and complete signup form creation by referring this help link

Step 2 - Disable Double Opt-In Process

Kindly go to Settings --> General --> Manage Opt-in --> Enable Double opt-in --> Disable. 





Step 3 - Workflow to send consent email

Kindly create a workflow with Signup form trigger, Subscription Management components and Send Email component. 

>> Signup Form Trigger - Kindly select your signup form used for contacts signup.

>> Subscription Management component - Kindly configure to update the subscription type as Marketing.





>> Send Email component - Kindly add consent merge tag in content to receive consent from your contacts. 





>> Subscription Management component - Kindly configure to update the subscription type as Non-marketing.



Step 4 - Segment Creation

Kindly create a segment based on consent status to segment consented contacts by referring this help link.

Segment Criteria : Consent Status - Is - Expressed





Step 5  - Workflow creation to send email with landing page link to download whitepaper

Kindly create a workflow with Segment trigger, Subscription Management component and Send Email component. 

Segment Trigger - Kindly select your segment which is based on consent status. 

Subscription Management component - Kindly configure to update the subscription type as Marketing.





Send Email component - Kindly add Landing Page URL in content to download whitepaper.




Note : Once after configuring above mentioned setup we request you to test with some of your known contacts before going live to check and confirm whether the above mentioned setup matches your requirement. 

Hope this helps. Kindly email us at support[@]zohocampaigns.com for further assistance. 

Regards,
Meyyappan CT

  • 2 months ago

Thank you for the super-fast and detailed answer! :)

I will test it till the end of the week and give a feedback if it's working!

Greets,
Jens

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