Double opt-in confirmation workflow

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

Before you begin

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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).

📝 Learn more about triggers: Understanding workflow triggers

2

Action – Update subscription status

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

📝 Learn more about actions: Understanding workflow actions

3

Action – Send email

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

1. Enter the email subject.

2. Select the email template that you have prepared in advance.

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

Setup complete! This workflow helps confirm new signups and ensures your emails reach people who truly opted in.

🌟 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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