Read on for all the details!
What is it for?
Often, we sign up for certain sites and after a while we don't even remember it. The result of this is hundreds of disconnected prospects that we divert to spam. On the other hand, double opt-in ensures that potential customers give their explicit consent by having to go through a "double approval".
How does this mechanism work?
Due to changes in how cookies work with Pardot, it is necessary singapore whatsapp number to update the double opt-in process from a single click on a link to a form handler + click on a link. After the update, the configuration will be as follows:
Initially, the user will fill out a form to subscribe to communications.
You will then receive an email to confirm your subscription , which has a link.
On the other hand, there will be a confirmation form handler that will be responsible for recording the confirmation of the potential clients and updating the subscription status.
This will have a “Double Opt-In” field that will become “true” when the previous step is completed.
When the user clicks on the confirmation, they will be directed to a thank you landing page.
From these steps, dynamic lists will be created that will separate the “Confirmed” from the “Not confirmed”.
What steps should I follow?
Step 1 | Create the “Double opt-in” fields
You need to create a custom field called “Double op-in” with its corresponding checkbox, although you do not need to map this field to Salesforce.
Double Opt-In with Pardot step 2
Step 2 | Create a Pardot signup form
When creating the form, we must keep in mind that the simpler it is, the better . It is necessary to be explicit about what the prospect is accepting when subscribing, linking the privacy policy and their intentions at all times.
When adding a checkbox for consent, you can do so by creating a custom checkbox field . There are two ways to publish this form, either on a Pardot landing page or embedded on your website as an iframe.