Double opt-in confirmation workflow

Send an opt-in email to ensure subscribers truly want to hear from you.

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Before you begin

Not sure where to use this template? Check out Get started with workflow templates library

About this template

When a new subscriber signs up, send a confirmation email and update their subscription status to pending until they confirm. Mark as completed after confirmation action.

Step-by-step guide to set up this template

1

Trigger – New customer sign up

This trigger activates the workflow when a user submits a Notify me form on your store (not during checkout).

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2

Action – Update subscription status

Set the customer’s subscription status to Pending to indicate they haven’t confirmed yet.

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3

Action – Send email

Send a confirmation email that includes an opt-in link for the customer to verify their subscription.

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If you don’t have an email template yet, check out Create an email template

Read more about the variables you can use in email: Available variables in email templates

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🌟 Pro Tip:

  • Make sure your confirmation email clearly explains why the customer needs to confirm.

  • Use a simple and visible CTA button for the opt-in link to improve confirmation rates.

  • Keep the email friendly and short to reduce drop-offs.

Common use cases

The Double opt-in confirmation workflow workflow template is commonly used when:

  • You want to ensure only verified users are added to your email list.

  • You need to comply with email marketing regulations like GDPR or CAN-SPAM.

  • You want to improve email deliverability by avoiding unengaged or invalid subscribers.


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