How do I set up Double Opt-In for my forms?

Step 1: Add a form

Add a form. If you need help creating a multi-step form (funnel), please refer to this article: How can I create a multi-step form (funnel)?

Step 2: Edit the form

Click the "Edit Form" button in the top-left corner.

Step 3: Select an action

Choose your final step under "Actions" and click the settings icon.

Step 4: Add Double Opt-In

Click on "Add action" and add a "Double Opt-In" action.

Step 5: Select email template and redirect page

Click on the newly added action and choose an email template. You can find more information about this in this article: Creating Emails with Onepage. Also, select the page to which the user should be redirected.

Step 6: Update the page

Click on "Update" to save your changes.

Frequently Asked Questions and Solutions

What does the option "Trigger integrations before lead verification" do?

If you have an email integration or an external CRM connected, this triggers the transfer of the lead or the lead notification without requiring confirmation first.

How can I tell if the email address has actually been confirmed?

In the CRM, a checkmark appears indicating that the email confirmation has been completed.

Which plan do I need for this feature?

You need the Advanced or Expert main plan for this feature.

How to make sure you receive notifications when a new lead has been entered

How can I create a multi-step form (funnel)

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