Actions After Subscription

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Note

Partial data collection for abandoned forms is not available yet — it is pending backend work. A form that a visitor started but never submitted therefore doesn't produce data, so "filled at least one field" can't be treated as a reliable submission. Only submitted forms trigger the actions below.

After creating the subscription form, you can configure the following actions to occur after a contact submits it:

• Add contacts to a segment.
• Double Opt-In.
• Email confirmation.
• Redirect after clicking on the confirmation link.
• Onboarding.

Add Contacts to a Segment

By default, new contacts collected through subscription forms are saved to your account without being added to segments. To save new contacts to a segment:

1. In the Add contacts to segment section, click Save contacts to segments.

2. In the Segment edit window, select the corresponding segment or segments and click Done.

You can create a new segment to add new contacts who subscribe using this widget.

Double Opt-In

When a subscription form is created, the Double Opt-In option is enabled by default in its settings to verify the email address specified by the contact by sending a confirmation email to that address.

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Important

• When this option is enabled, a subscription confirmation email is sent. There is no need to use the SysContactConfirmed event in your workflows.
• When the option is disabled, the email addresses of all contacts are automatically added as confirmed. We advise you not to use this method to avoid being marked as spam.

Email Confirmation

Initially, a default email message is added to the settings of this section, which will be sent to new contacts. A preview of this message is shown in the section.

To edit the default message:

1. Click the Edit button. This navigates you to the email editor.

2. Make the necessary changes and save the message. For more information about working with the email editor, see this article.

To replace the default message:

1. Select Replace.

2. Select the message.

You can disable the Only messages with a confirmation button option to select from all your messages and add such a button to the selected message by yourself.

In the Email confirmation section, you can copy the message ID to quickly find it later in the general list.

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Attention

The button for confirming the email address shall have the following settings:

• Link
• Event type

Link:

• Type: Subscription confirmation,
• Value: $data.get('redirectUrl')

**Event type: SysContactConfirmed

If you need to change the system workflow, see the instructions.

Redirecting After a Click on the Confirmation Link

Once a contact has verified their email address, you can redirect them to:

• Redirect page
• Verified domain URL

If you select Verified domain URL, specify your company website or its subdomain in the URL field.

If you don’t have verified domains, click the Verify domain button.

More details about verifying domain >

Onboarding

Set up further communication steps to be triggered after your subscribers confirm their email addresses. To do that:

1. Enable the Onboarding slide button.

2. Choose one of the following options:

• Send welcome email
• Send welcome series through workflow

If you selected the Send welcome email option:

1. Click on the Select message button.

2. Select the required message.

Just like in the email confirmation, you can replace the message, edit it, and copy the ID.

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Note

The email will be sent automatically, it is not necessary to create an additional workflow.

If you selected the Send welcome series through workflow option:

• Select the event type from the dropdown list. It only displays event types from the Subscribe/Unsubscribe category.

Or

• Click the New Event button and create the new event type in the opened window. Read more in this article.

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Important

• The welcome series workflow is triggered only after a contact confirms their email address. You do not need to add the Contact confirmed condition in such workflows.
• To trigger the welcome series workflow, you must select the same event type as selected in the widget settings.

Activate the toggle Only to new contacts to avoid sending a welcome campaign to existing contacts.

After that, create a welcome workflow and select the event specified in the form in its launch settings.