When someone submits your signup form, they receive the email template you created with
a link to confirm their subscription. Add a completion action to the Account Engagement form or
form handler that you use as your email signup form.
Required Editions
| Available in: All Account
Engagement Editions |
| User Permissions Needed |
| To create or edit forms and form handlers: |
Account Engagement Administrator or Marketing
role
|
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Edit the form or form handler that you use as your signup form.
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Click Completion Actions.
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Fill in the Thank You Content that your prospects see when they submit your form and tell
them to check their email to confirm their subscription.
If you’re using a form handler, make sure the form includes a thank you page or message
telling subscribers to check their email.
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Under Completion Actions, click the Action dropdown menu and select
Send auto responder email.
To limit confirmation to certain prospects, use a conditional completion action.
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Start typing the name of your confirmation email template, and then select it.
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Save your work.
Next, create two dynamic lists based on the confirmed opt-in prospect field you created: a
list for prospects who haven’t yet confirmed their subscription and another for prospects who
have.
