Double opt-in notifications and customizable confirmation messages for your webforms

Double opt-in notifications and customizable confirmation messages for your webforms

Dear CRM Community,

We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit requests through your webforms.

Double opt-ins in webforms ensure only verified users can make it into your contact list in the CRM system. Additionally, personalizing your confirmation email to users who verify their email addresses through your webforms can help you build a more authentic, engaged subscriber base. This enhancement enables you to achieve this.

Here's What's New

  • Customizable confirmation after double opt-in: You can now draft a customized confirmation message to provide a consistent user experience for your subscribers from sign-up to confirmation.

  • Customizable double opt-in email template : You can now craft personalized emails to engage with your subscribers right from the start. So draft content to match your brand and add personalization to cater to different audiences.

Why this matters

  • With customizable confirmations for double opt-ins: You can let users know about the verification email sent to their registered email addresses. This way, they don't miss the approval step during sign-ups. It helps make sure the users get the email, complete the verification, and finish signing up successfully.

  • With customizable email templates : You can personalize emails to help capture your audience's attention and leave a positive, lasting impression, thereby improving overall engagement.

How to get started

Login to your CRM system, navigate to Setup, and access Webforms. First build the form, and while you are specifying the form details,

-- Click the Customize Email Template option to draft a personalized email to welcome your webform subscribers.

-- Click the Customize Confirmation Page to draft a customized confirmation message to ensure your webform subscribers know what they are subscribing to.

Let's say you have a webform announcing a new product feature. Your aim is to create a contact list of those interested in becoming beta users for this feature. To achieve this, you build a webform titled 'AI chat box for Zylker'. Then, you create a customized response email reminding your subscribers that they will become beta-users for the new feature upon confirmation, and that they will receive periodic updates on the program. Additionally, you craft a customized confirmation message to subscribers who double opt-in notifying them about the verification email sent to their registered email address. When notified about this approval process, the users will ensure to verify their signup for the program.

Thus, incorporating customizable confirmation messages and email templates for your webform offers improved user engagement, compliance, and flexibility for your CRM users.

This is now live for you to explore, and we're confident that this enhancement will boost your subscribe rate.

We welcome all your feedback upon using these enhanced features. Please comment below your queries, and we will get back to you.

Thanks & Have a great day!

      • Recent Topics

      • using the client script based on the look up filed i wnat to fetch the record details like service number , service rate

        based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the form

      • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

        Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

      • Add zoho calendar to google calendar

        Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

      • Zoho Commerce - How To Change Blog Published Date and Author

        Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.

      • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

      • Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.

        We have Zoho One Enterprise and yet we can't create widgets on inventory.

      • Writing by Hand in "Write" Notes

        Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

      • Remove the “One Migration Per User” Limitation in Zoho WorkDrive

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to raise a critical feature request regarding the Google Drive → Zoho WorkDrive migration process. Current Limitation: Zoho WorkDrive currently enforces a hard limitation: A Zoho WorkDrive

      • How do I add todays date to merge field

        I don't see any selection of todays date when creating a letter.  Surely the date option of printing is standard? John

      • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

        We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp

      • Comment to DM Automation

        Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture

      • ZMA shows as already connected to Zoho CRM, but integration not working

        When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.

      • Automatic Email Alerts for Errors in Zoho Creator Logs

        Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there is

      • Can you default reports/charts to report the current week?

        Our data table maintains two years of data. Management wants certain report to automatically filter the report to the latest calendar week. I know I can do this manually with filters but I want the report to automatically default to the latest calendar

      • How can I check all announce?

        Hiii, May I ask how can I check all the announce based on broadcast date instead of reply date based So that I will not will miss out any new function

      • Recurring Automated Reminders

        Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

      • Zobot Execution Logs & Run History (Similar to Zoho Flow)

        Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,

      • Importing into Multiselect Picklist

        Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

      • I need to know the IP address of ZOHO CRM.

        The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to

      • Password Assessment Reports for all users

        I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. Monitor

      • Allow people to sign a zoho form by using esign or scanned signature

        Allow people to sign a zoho form by using esign or scanned signature

      • Can't change form's original name in URL

        Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

      • How to Print the Data Model Zoho CRM

        I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew

      • Customer ticket creation via Microsoft Teams

        Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

      • Transfer ownership of files and folders in My Folders

        People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

      • Setting certian items to be pickup only

        How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller for

      • Using gift vouchers

        We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

      • Automatically updating field(s) of lookup module

        I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As

      • Zoho Commerce and Third-party shipping (MachShip) API integration

        We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to

      • Adding custom "lookup" fields in Zoho Customization

        How can I add a second “lookup” field in Zoho? I’m trying to create another lookup that pulls from my Contacts, but the option doesn’t appear in the module customization sidebar. In many cases, a single work order involves multiple contacts. Ideally,

      • Can you import projects into Zoho Projects yet?

        I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

      • Allocating inventory to specific SO's

        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

      • Introducing Workqueue: your all-in-one view to manage daily work

        Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

      • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

        Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

      • Automation #10 - Auto Assign Ticket based on Keywords

        This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing

      • Automate attendance tracking with Zoho Cliq Developer Platform

        I wish remote work were permanently mandated so we could join work calls from a movie theatre or even while skydiving! But wait, it's time to wake up! The alarm has snoozed twice, and your team has already logged on for the day. Keeping tabs on attendance

      • Reusable Custom Functions Across Department Workflows

        Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

      • Contact data removes Account data when creating a quote

        Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

      • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

        Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

      • Don't Allow Customer to Edit Values After Submitting Ticket

        After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.

      • Next Page