The double opt-in process is legally mandatory in Germany. In order for users to subscribe to a newsletter, they must first confirm their subscription. With a few steps, you can build the entire double opt-in process in JUNE.
The DOI process includes the following 5 steps:
Step 1: Create a Registration Form
First of all, you need a newsletter subscription form. This will attract website visitors to your newsletter. Build a form for this on a landing page. You can choose a classic form or build a pop-up. Regardless of your choice, you should use the form components.
To begin, use the “Form Container” component.
Now add your arbitrary form component.
With the “Input” element, users can enter their name and email address.
Answer options can be checked with “Checkbox” or “Radio Group”.
The “Submit” button saves all input.
Store a technical name (lower case and together) like “lastname” or “email” in the individual component settings under Identifier; the technical names are linked to an email list in the next step.
Click the form container to open the component settings. Under Collect Token, select the email list that will store the user's input. If you haven't created an email list yet, follow step 2 below.
Step 2: Add an Email List
In the Automation module, you can create email lists or import already existing lists. To ensure that user input is stored and collected correctly, you create an email list with fields.
Go to the Automation module and create a new email list.
Open the email list and create a new field under Settings. A field should be assigned to all form components. Now enter the Identifier or the technical name here.
💡 Make sure that the name of the identifier and the technical name match.
Step 3: Create a Confirmation Email
Create a confirmation email in the email editor. A simple and clear structure is important. The user should immediately understand that they need to confirm their subscription. Therefore, use a big headline with an instruction like: “To receive our newsletter, please confirm your subscription by clicking the button.” Add a button below the headline. Link the button to a generated link in step 5.
💡 You can also create a second confirmation email, that will be sent to the subscriber, after they have confirmed their email address.
“You have now been subscribed successfully!”
This is not necessary, but can be a good option to send some initial touch points and content.
Step 4: Build Landing Page
Build a small landing page that conveys that the registration has been successfully completed. As soon as a user clicks on the button of the email, he will be redirected to this landing page.
💡 The URL of the landing page is not included in the button! You link the button with a generated link in step 5.
Step 5: Build Customer Journey
Finally, a small customer journey must be built. As a result, users receive an automated e-mail that they have to confirm their registration. Through the displayed link, they are finally registered.
Build Workflows
Go to the Automation module via the left sidebar and click into the email list that collects user input.
Click on Actions in the top bar to enter the Workflow Builder.
Press Create Action as well as User is added to email list.
Add an action; to do this, click Add Service and select Send Email.
Select the confirmation email from the right menu and enter a subject line and your sender information.
Create a new field by clicking on Add Action and User clicks on Link.
Select Subscribe as service.
Connect both fields.
Now you have to generate a link with which the users confirm their registration. You can also get the link in the Workflow Builder, copy it and paste it into the confirmation email.
Generate Confirmation Link
Click the On Clicked Link field.
Under Link Redirect URL, specify the entire URL of the landing page to which users will be redirected after confirmation (see Step 4).
Click Save.
Now a generated link appears under “Link URL”. This is the link through which users confirm their registration. Please copy it.
Now paste this link into the button of the confirmation mail.
💡 This customer journey shows: As soon as a new user is added to the email list (On item created), the confirmation email is sent. At this point, the user is added to the list, but still has the status “Unsubscribed”. If he now clicks on the generated link in the e-mail, his status changes to “Subscribed”.