Newletter Form Best Practices
SOLVE
1 Accepted solution
Newletter Form Best Practices
SOLVEHi @smartius,
If the contact uses the same email address in both forms, HubSpot will automatically update the contact record in the background. The only thing you'd have to make sure is that the follow-up email after the first form submission contains the link to the landing page that has the second form. That's it. There really isn't anything more to this.
For a follow-up email, you could either use simple form automation: https://knowledge.hubspot.com/forms/form-automations
... or create a contact-based workflow, if you have a Marketing Hub Professional subscription: https://knowledge.hubspot.com/email/create-automated-emails-to-use-in-workflows
On a side note, what you're calling a double opt-in is a fairly strict definition of the process. Usually, a confirmation in the first follow-up email is considered perfectly enough: https://knowledge.hubspot.com/email/set-up-double-opt-in-for-emails
If you're using your definition and only consider contacts as confirmed once they submit the second form, the confirmation rate is going to be lower than what it could be. Most legal teams say that unconfirmed contacts should be deleted after a while which means that you're losing more contacts than you need to if you follow your proposed journey.
Hope this helps!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Newletter Form Best Practices
SOLVEHi @smartius,
If the contact uses the same email address in both forms, HubSpot will automatically update the contact record in the background. The only thing you'd have to make sure is that the follow-up email after the first form submission contains the link to the landing page that has the second form. That's it. There really isn't anything more to this.
For a follow-up email, you could either use simple form automation: https://knowledge.hubspot.com/forms/form-automations
... or create a contact-based workflow, if you have a Marketing Hub Professional subscription: https://knowledge.hubspot.com/email/create-automated-emails-to-use-in-workflows
On a side note, what you're calling a double opt-in is a fairly strict definition of the process. Usually, a confirmation in the first follow-up email is considered perfectly enough: https://knowledge.hubspot.com/email/set-up-double-opt-in-for-emails
If you're using your definition and only consider contacts as confirmed once they submit the second form, the confirmation rate is going to be lower than what it could be. Most legal teams say that unconfirmed contacts should be deleted after a while which means that you're losing more contacts than you need to if you follow your proposed journey.
Hope this helps!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
