My colleagues and I use InfusionSoft for all sorts of task from marketing to subscription renewals and therefore need a reliable way to communicate with our clients via email.
Unfortunately, currently when clients are added to the database, their email is unconfirmed and therefore any campaign relying on emails will not function as intended, since the emails will not be sent.
Therefore I am looking for a way to:
Either set the status of emails as confirmed directly
I could include a tickbox in our web forms “I confirm that I accept to receive emails from [company]”, which is the default setup on most websites on the internet.
Or automatically send the confirmation email request
I implemented that myself right now by having a tag added to the client when the web form is filled which triggers a campaign that sends the confirmation email. I had to use another tag to keep track of whether the confirmation email request was already sent or not, otherwise when the confirmation email request is sent a second time the email address gets unverified, which is really annoying and not ideal.
In the web form options, there is also an option in the “Action” tab named “Email confirmation request” that might help me accomplishing what I want, but unfortunately I cannot set this thing up. It only tells me “No options available”, I cannot edit anything.
Ensuring good communication via email is of the utmost importance for us, please advise me on how to get emails confirmed in InfusionSoft.
Have a good day.