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Send discount code to customer ONLY after double opt in is complete


gormacasap
Contributor III
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Hey there - the issue I am trying to solve is:

  • New subscribers are signing up for my email list but are not completing the double opt-in. The current welcome email pop up form gives them a unique discount code prior to them completing the double opt in.
  • I would like to hold the discount code until the customer completes the double opt in

So far I have tried the following:

  • Created a new segment that includes profiles that are on the email list AND have opted in for marketing
  • Set a trigger for any new additions to that segment to receive an email with a unique discount code

The problem:

  • The segment takes a while to update, which leaves the customer waiting for a discount code right in the midst of their purchase process

Is there a better way to solve this problem? or perhaps … Am I thinking about this wrong and should be okay with giving a discount code to people who haven’t completed double opt in?

 

THANKS!
Gordon

Best answer by retention

Hi ​@gormacasap, first of all, welcome to the community!

I see you’re thinking, but you may be making this a bit more complicated then necessary if I understand all your requirements correctly.  A few notes here:

  • When someone sign up (Subscribe) via a Signup Form, they are added to a List that you designated only if they complete the double opt-in.  If they don’t complete it, they are NOT added to the List. 
  • Which means, you can create a “List Triggered Flow” (Welcome Series) - which means they will only get their first welcome message after confirming the double opt-in (by design).
  • Lists triggered Flows are almost instant (real time), compared to a Segment Triggered Flow which can take time as you have observed.  

Unless you need other rules or factors (beyond what you explained here), in most cases, a List Triggered Flow would be your best bet for Welcome messages instead of a Segment Triggered Flow as their first message. 

Hope this helps!

 

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retention
Partner - Platinum
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  • 2025 Champion
  • 920 replies
  • Answer
  • January 9, 2025

Hi ​@gormacasap, first of all, welcome to the community!

I see you’re thinking, but you may be making this a bit more complicated then necessary if I understand all your requirements correctly.  A few notes here:

  • When someone sign up (Subscribe) via a Signup Form, they are added to a List that you designated only if they complete the double opt-in.  If they don’t complete it, they are NOT added to the List. 
  • Which means, you can create a “List Triggered Flow” (Welcome Series) - which means they will only get their first welcome message after confirming the double opt-in (by design).
  • Lists triggered Flows are almost instant (real time), compared to a Segment Triggered Flow which can take time as you have observed.  

Unless you need other rules or factors (beyond what you explained here), in most cases, a List Triggered Flow would be your best bet for Welcome messages instead of a Segment Triggered Flow as their first message. 

Hope this helps!

 


gormacasap
Contributor III
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  • Author
  • Contributor III
  • 5 replies
  • January 9, 2025

Okay .. I get it now. So when a customer completes just the first part of the opt in they get added as a profile. And then when they complete the double opt in they get added to the subscriber list. 

So I just need to send the coupon from the subscriber list trigger … 

 

THANK YOU