What Happens if someone does NOT double Opt-In when they buy a Membership?

Nick Harder

If a brand new person purchases a membership for one of my sites, but does NOT CONFIRM their double opt-in, will they still receive information about their membership?

Also, will I be able to email them updates or things pertaining to their membership if they do not confirm?

Also, when do the customers CREATE their password to their membership?

Thanks for your help,

Nick

April 19, 2015 22:23 Answered

Official comment

If the Smart Form is set to "Double Opt In" and the Contact does not confirm their double opt in they cannot receive any bulk email from you. You can send them one-off emails from the Contacts collection, but they would not receive the email with username and password if it is part of a sequence.

I would recommend using Double Opt In Optional or Single Opt In for opt-ins to your membership site. Either one allows you to have bulk email sent to them pending a double opt in.

ONTRAPORT creates a random password for the user; you send an email with the merge codes for the Username and Password to them. After logging in the first time they can change their password in the Customer Center in WordPress, or you can change it for them in the Contact record > Memberships section.

Frank Hagan April 20, 2015 02:25

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3 comments

Thanks for the suggestions, Frank. I will change those to Optional Double Opt In.

What happens if someone was on my mailing list, unsubscribes, but than makes a purchase for a digital product months later? Will they be able to re-opt in? Will they receive the email that I have linked?

Along with emailed Memberships, passwords, or digital products, under the Smart Forms SETTINGS is it better to have the successful purchase (conditional rules) trigger the add to delivery sequence and have the product in that email OR would it be better to have the successful purchase (conditional rules section of that form) trigger the rule to just immediately email them the message. (without adding to a delivery sequence)?

Hope this makes sense as to what I am asking. Thanks for your help!

Nick Harder April 22, 2015 22:31 0 votes

When they make a purchase their "opt-out" status will change back to "opt-in" so they would get your emails.

You can use either the form's settings to email the product delivery directly, or use a sequence. Both methods work well. I prefer using a sequence because its easy to make sure the steps follow one after another ... a Rule to add the membership, then an Email to send the login credentials to the contact. That avoids any problems with delays in the order of operation for the form's rules (a very rare event, but it does happen). Whichever you choose, it is best to be consistent so you know where to find it later!

One caveat is with regular PayPal; see the PayPal article for more information on how to set it up with PayPal.

Frank Hagan April 29, 2015 19:02 0 votes