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Bit Form – Double Opt-In

When users submit their email in your form responses, a double opt-in email is required to confirm their email. So when they subscribe to your newsletter, they need to click on an email with a confirmation link (button) to confirm the validity of their email address. Integration, Webhook, and E-mail notifications will not work before confirmation. Go through this documentation on how to apply Double Opt-In in your form.

Setup Double Opt-In

To use the Double Opt-In feature in Bit Form, navigate to your form settings. Scroll down on the left-hand menu until you locate the Double Opt-In option.

👁 Bit form - double opt-in - go to settings and then click on double opt-in

1. First, you have to enable the Double Opt-In. Please allow the Double Opt-In by clicking the Enable option.

👁 Bit form - double opt-in - enable double opt-in

2. Delete the unconfirmed entries from responses after days: Enabling this option ensures that unconfirmed entries are automatically deleted from responses after the specified time limit (in days). You can set the time limit according to your preference.

👁 Bit form - double opt-in - delete the unconfirmed entries

3. Disable double opt-in confirmation for logged in users: Enabling this option disables the double opt-in confirmation for logged-in users, but not specifically for their email addresses. For instance, if a WordPress user, such as an Admin, Author, or Editor, submits the form, the double opt-in confirmation will be bypassed.

👁 Bit form - double opt-in - disabled double opt-in for logged in users

4. Configure default confirmation email template: Disabling this option allows you to manually configure the double opt-in confirmation email using Conditional Logic.

👁 Bit form - double opt-in - configure default confirmation email template

5. Email: Specify the email field where the confirmation email notification should be sent. Ensure your form includes an email field, as this feature is not applicable to other types of fields.

👁 Bit form - double opt-in - email field

6. Customize Email template: You can customize the confirmation template of your choice with this option.

👁 Bit form - double opt-in - customize email template

👁 Bit form - double opt-in - customize email template edit

7. Edit verification messages: The user who received the double opt-in email after submitting the form. Needs to click on an email with a confirmation link (button) to confirm the validity of their email address. After clicking the confirmation button, you will show the success or error message. You can edit this message with this option. Also, you can Redirect the page confirmation or error.

👁 Bit form - double opt-in - edit varification messages

There are three types of verification messages in Message:

1. Activation success (can be edited or redirected)
2. Already activated account (can be edited or redirected)
3. Invalid activation key (can be edited or redirected)

👁 Bit form - double opt-in - edit varification messages - message

👁 Bit form - double opt-in - edit varification messages - message - activation message - already activated account

👁 Bit form - double opt-in - edit varification messages - message - invalid activation key

There are three types of verification messages in Redirect Page:

• Success redirect Page
• Redirect page (already activated)
• Invalid redirect page

👁 Bit form - double opt-in - configure redirect page

Once you’ve configured the Double Opt-In settings, click the Save button to apply the changes.

👁 Bit form - double opt-in - save double opt-in settings

Configure Double Opt-In with Conditional logic

If you don’t want to enable the default configuration. By disabling this option, you can manually configure the double opt-in confirmation email from Conditional Logics. You can set the condition if you want to send a confirmation message with any condition. Customize the confirmation template as your own. Please read our doc about creating an email template. Make sure that this link({entry_confirmation_url}) is included where (text, button, link) the user clicks for confirmation. Otherwise, Double Opt-In will not work. The link is: {entry_confirmation_url}
The link is: {entry_confirmation_url}

👁 Bit form - double opt-in - configure default confirmation

👁 Double optin template

👁 Double optin url

Now, you have to set conditional logic to trigger the Double Opt-In. When you set conditional logic, remember some points:

• Action Run When: Record Create/Edit
• Action Effect: On-Form Load
• Action Behaviour: Always

Also, check the Double Opt-In from Action.

👁 Bit form - double opt-in - setup conditional logic

✔ Double Opt-in template: You have to select the email template here which you created earlier

✔ To: Here you have to input the email field where you want to send the confirmation email notification. Please make sure you have an email field in your form. It does not apply to other fields.

✔ From: Set the email address from where you want to send mail to recipients.

✔ CC & BCC field: Then you have chosen the CC & BCC field if you want to send the notification to multiple email addresses.

✔ Reply To: Set the email address where the user will send the reply message in response to your email notification.

✔ Attachment: You can send an attachment if you have any file upload field on the form

👁 Bit form - double opt-in - setup conditional logic - configure double opt-in