Learn how to set up a double opt in sequence in Infusionsoft’s Campaign Builder and using Legacy.
Single Opt In Vs Double Opt In
I know a lot of Infusionsoft users that are using single opt ins and a lot that use double opt ins. Which one you use is ultimately up to you. If you don’t know which you should use, you can try testing it. If you’re on the fence, I would suggest the double opt in option.
Then see which sequence gives you the best end result. What I’ve found works best for me is the “soft” double opt in where they opt in and then get several reminders to keep opting in. I’ve found that I do get a more responsive list if I do this and a higher deliverability rate. Also, if you’re consistently delivering to non-existent email addresses, that gets picked up pretty quickly and you’ll start to see your emails skipping the Inbox more often.
Now in some niches, people for whatever reason are going to be against confirming their email addresses so it does depend on the kind of audience you’re working with sometimes. So, you should test, test, test to see what works best for you. Now let’s get started setting up our double opt in in Infusionsoft.
Setting Up Double Opt In Sequence in Infusionsoft Campaign Builder
To set up the double opt in sequence, you simply drag an opt in form and then the “Email Confirmation” onto the Campaign Builder.
Then you add the sequence you want to use after they confirm their email (which would be the “Untitled Sequence” in the image above).
You can send out another reminder email if they didn’t confirm the first time by dragging another “Email Confirmation” onto the Campaign Builder area:
Then you simply connect the first Email Confirmation Request to the second:
When you go inside of the Email Confirmation Request sequence, you’ll see something like this:
You can’t change the order here but you can change the timer at the end. So, if you want Infusionsoft to wait 3 days and then send the reminder at 8 a.m. on a working day, then the above is how you would set it up.
Finally, if they confirm their email on the reminder, we want them to go to the same sequence.
We just need to drag the arrow from “Confirm Email” to the “Untitled Sequence”:
Now let’s go to the actual confirmation email which looks like this:
The only thing you’ll be able to change here is the Subject line and the text above the confirmation text — which isn’t too bad. But the problem is that when they click on the confirmation link, you have absolutely no control over that. You can’t redirect people or add any text. It’s literally just this:
Customizing the Thank You Page
Unfortunately unlike most email marketing system, Infusionsoft doesn’t allow you to redirect (without hacking the thank you page outside of campaign builder) or edit the double opt in confirmation page.
If you really want to make some changes to the default confirmation page, then you’ll need to use Infusionsoft legacy. Beware that this can take a while to set up…
First, you’ll need to go to Marketing -> Settings:
Then go to Automation Links:
Then “Create Opt In”:
Now you can customize what link text appears for the confirmation link. So whereas the standard confirmation says, “To confirm your request, please click here.”
You can modify it to say, “Get your Free Report and Confirm” for example.
Now click on “Confirmation Page Appearance”.
I track video engagement sometimes so when the user clicks the confirmation link after they first opt in, they get redirected to a lesson page with their Infusion ID included so video engagement is recorded.
Now you’ll need to save and close and then go to “Action Sets”
Now we “Add an Action Set”
Now add a new action “Send an email, fax, etc.”
Then we add an Email Template where we will add what the Email Template we’re going to use to send our confirmation email.
Go to Edit Email Body
Now click on “Links” and then you’ll see a list of automation links there. You should find the Double Opt In link that you created:
Click Insert to put it in your email body. It will display whatever text you chose when you created the Double Opt In Link.
When you save the template, make sure that you save it in the Double Opt In emails:
Now after you save the email, add another action in the action set. Here we want to add a “tag” so that when they opt in, they get tagged immediately. I’ve named mine “Email Confirmed and Send Report”
The reason we do this is so that we can use it in our Campaign Builder. Also, if you do the entire sequence in legacy, it can take up to an hour before the recipient gets their initial email.
Finishing In the Campaign Builder
Now set up your sequence so that you’ve got the form and a sequence:
Inside the sequence, add the action set that you created:
Now you’ll need to create a goal in campaign builder which is triggered by the tag that you created. So in my case it was, “Email Confirmed and Send Report”.
What’s going to happen is that if they click on the confirmation link, it will put them into the new sequence immediately because they’re going to have the tag, “Email Confirmed and Send Report” applied and then they’ll go into the new sequence which we’ve designed. You can use this method also to keep sending reminder emails.