Easy Opt In
OVERVIEW
Used to change the email status to Unconfirmed (Single Opt-In), if you have a valid marketable email address in an email field.
INTEGRATIONS NEEDED FOR EASY OPT IN
You are currently viewing this content for Keap.
Easy Opt In is only available on Keap.
Easy Opt In Configuration Options
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In this section, you will find the options for building your Easy Opt-In tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Which email field should we opt in?
In the drop-down, select the email field that you would like to opt in.
If you do not have a field created already, you can create a field by clicking on the plus (+) symbol on the right-hand side of the field selector.
If you do not have a field created already, you can create a field by clicking on the plus (+) symbol on the right-hand side of the field selector.
2
Enter the reason for opting in this person
Enter a reason for opting the contact in.
*Note* Be VERY deliberate and careful with who you opt in, and the reason you put. CRM will penalize you for abusing this process.
*Note* Be VERY deliberate and careful with who you opt in, and the reason you put. CRM will penalize you for abusing this process.
3
Tool Name
Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.
"Need to Know" Items for Easy Opt In
- Do not use this feature to opt-in email addresses that were purchased, opted out by contact request, or any other questionable situations.
- You can only perform this action once per email address
- This feature will change the email status to Unconfirmed (Single Opt-In). Click here to learn more about Keap email statues.
FAQs / Tips
Implementation Types
HTTP Post
Run your tool virtually anywhere in your campaign using an HTTP post element.
1
This Tool should be triggered by an "HTTP Post" from Infusionsoft. This can be done using the Campaign Builder's "Send HTTP Post" option found on the left hand side of the sequence builder, under the "Process" section.
2
Decide where in your campaign you want to trigger this Tool. It can be part of virtually any Campaign Sequence.
3
In the Campaign Sequence, place a "Send HTTP Post" action where you want to run the Tool.
4
Use the Tool URL, provided above, in the "POST URL" field of the HTTP Post.
5
Leave the default "Name / Value Pairs" as is. There should be an entry that looks like this: contactId = ~Contact.Id~
6
Leave the Merge Fields as is. PlusThis gets all of the data necessary to run from the Contact Id Name / Value pair.
7
Mark the HTTP Post (and Sequence) as "Ready".
8
Publish your campaign changes and test! The "Send Test" button in Infusionsoft is not a good way to test PlusThis Tools. Instead, create a test contact record and push that record through the appropriate sequence.
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