Conditional welcome email used with double-opt-in?

English
1

Here’s the scenario:

  • I have a default subscriber form in the footer of my site.
  • I also have dedicated landing pages for lead magnets, which have a form.
  • I use double-opt-in in both flows.
  • I use the same default « please confirm your subscription » for both flows.

As the system works now, both flows also get the same « Welcome » email after confirmation (containing the link to download the lead magnet).

Is the solution to create two different lists (I think that’s the term)? Each list has its own sequence (set of email templates)?

Advice welcome. :folded_hands:t5:

What I need is a way to send different welcome emails.

2

Hello @sjordan,
I have a few questions:

  • Did you create your forms in Brevo, or are you using forms that were created with another tool?
  • Are you using an automation to send the « Welcome » email after confirmation?
    Based on your answers, I should be able to provide the best solution for your use case :slight_smile:
3

Hi @deborah_m

  • Did you create your forms in Brevo, or are you using forms that were created with another tool?

I created the form myself (HTML and JavaScript on my site). I add create DOI contacts via the API:

  • Are you using an automation to send the « Welcome » email after confirmation?

Yes, I’m using Automatic to send the « Welcome » email after confirmation.

A side note (correct me if I’m wrong):

  • Originally (still using the API) I was using the default DOI template. I noticed that using that template, the default welcome email was automatically sent upon confirmation. Oddly, I could not figure out how to do the same thing using my own DOI template and custom « Welcome » email (thus I switched to Automations).
4

@sjordan,

In that case, I think the solution would be to add your contacts to 2 different lists, indeed (technically, you’d need 4 lists: 2 temporary lists for the contacts who have not confirmed yet, 2 final lists for the contacts who have confirmed).

You can then create two different automations:

  • A first automation triggered by the temporary list where you add your website subscribers
  • A second one triggered by the temporary list where you add your leads

You can then select different welcome emails in each automation.

We have recently created a help article for setting up a double opt-in process in the new automation editor, in case you want to take a look at it :slight_smile:

Unfortunately, I’m not an API expert, so I’m not sure I can help you send your own DOI template and custom « Welcome » email through the API. You can, however, reach out to our support team, who should be able to answer your question.

Hope I could help!

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Thanks @deborah_m

I was afraid you were going to say that.

So essentially, I need:

  • a default contact list and corresponding Automation to send the welcome email
  • a lead magnet list and corresponding Automation to send the welcome email + lead magnet

But this presents several challenges (or inconveniences):

  • for each new lead magnet, I’d need a new list and corresponding Automation to send the welcome email
  • maintaining UI could get problematic – copy-n-paste design and updates across multiple templates
  • then to send a message to all contacts, I’ll have to email across all the lists or have some process to regularly consolidate contacts into a master list

Have I misunderstood things?

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@sjordan,

I see how that could be challenging to manage. Let me check internally if there’s any other way you could achieve this.

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I look forward to the response @deborah_m :folded_hands:t5:

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@sjordan,

I got confirmation that the solution I shared would make the most sense, as it would allow you to keep your stats clean and specific to each type of lead.

However, if you’d prefer to have only one automation, you can:

  • Use the « Contact added to list » trigger based on the list(s) where you add all your contacts
  • Use a conditional split based on criteria like the webpages visited by your contacts or a contact attribute you could use to identify your leads (e.g., Lead > Yes) → you need to have a way to differentiate between your subscribers and leads, otherwise I don’t see how you could have a single automation
  • Send different emails in the Yes and No path (e.g., Yes path = welcome email + lead magnet and No path = simple welcome email).
  • Use a conditional split in each branch (under the welcome emails) for the subscription confirmation and final list addition

That’d make the automation a bit more complex, with several conditional splits and two double opt-in emails + two subscription confirmation emails. But at least it’d allow you to keep everything in one automation.

I tried creating the automation structure to give you an idea of what it’d look like:

image
image1940×2074 298 KB

Hopefully this solution works for you!

9

Thank you very much @deborah_m I’ll experiment with your suggestion.

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