Trail Blazer Knowledge Base:


Home : Configuring Trail Blazer : How to Enable Double Opt-in for All of your Trail Blazer Online iFrame Forms

Knowledge Base







User:

Password:



Article ID: KB281
Keyword Name: Email, Opt In, Verification, Signup, iFrame, Configuring Online Forms
Created: June 09, 2015
Viewed: 2192

How to Enable Double Opt-in for All of your Trail Blazer Online iFrame Forms




Click Here to view/download this article as a PDF.






Author: Joel Kristenson

Last Updated: 2015-06-09








Overview


This article shows how to enable the new double-opt in feature for all of your online forms.  This came about because a few customers who had people signing up through their online forms, on behalf of other people, who weren’t supposed to be.  You’ll need administrative security clearance to configure this setting.









Steps


Navigate to Website Configuration by following Application Menu > System Gallery > Website Configuration.




Check the box in the upper-left for Enable double Opt-in for all forms, and then click the blue hyperlink in the upper-right for Click here to refresh your web pages using updated specifications.



Click [OK] to finish.



You can now run a test to see how this process works.


From Website Configuration navigate to the Signup Email tab, and the Live Preview (SignupEmail.aspx) sub-tab.



Fill out the form being sure to use your email address and click [Submit].



You’ll receive two email auto-responders.  One will be the thank-you email responder that you’ve previously created (or it will use Trail Blazer’s if you haven’t created one yet), and the other email will be the opt-in responder.  (The two images below detail what this looks like).


Image 1 – Thank-You Auto-Responder



Image 2 – Double Opt-in Auto-Responder



As shown in the above screenshot, the recipients will need to click on the yellow hyperlink to finish the opt-in process.


That completes the steps for future subscribers to get on your mass email list.  If you’re curious about the status of a particular contact, open their record card where you can view their current email subscription flags.  My example record is below with all the subscribe flags enabled.




http://www.us-cert.gov/sites/default/files/images/tip-icon.pngTip: You can mine your email data by running search queries from the Contacts (Voter/Donor) list, under the General > Email tabs.  (Two example images below).


Image 1 of 2 – General > E-Mail



Image 2 of 2 – General > Email Links




















Related Resources

Article: Configure Website

Article: Auto-Merge Duplicate Contact Records

Article: SQL Wildcard Searches

Article: Email Notification of Web Occurrences

Article: Eblasts – Setting people up to receive test (draft) emails

Video: Eblasts Create and Send Eblasts – Includes Image Management






Trail Blazer Live Support

http://www.somebodysattic.org/images/phone%20icon_lower%20rez.jpg  Phone:  1-866-909-8700

http://sisyphus-js.herokuapp.com/assets/email_icon-0f32f4da45c2822cbb02fb36f9b9429e.png   Email:  support@trailblz.com

   Facebook: https://www.facebook.com/pages/Trail-Blazer-Software/64872951180

   Twitter: https://twitter.com/trailblazersoft



* As a policy we require that you have taken our intro training class before calling or emailing our live Support team.


Click here to view our calendar for upcoming classes and events.  Feel free to sign up other members on your team for the same training.


* After registering you’ll receive a confirmation email with the instructions for how to log into the GoToMeeting session where we host our live interactive trainings.


* This service is included in your contract.




Find our more information about Trail Blazer Campaign Services Inc. [click here]


Powered by: ClickCarts KnowledgeBase