# Set Up a Double Opt-In Workflow (Premium)

Follow these steps to build a complete double opt-in process using
**Mass Email Notifications for Gravity Forms**. This setup ensures only
verified users receive your communications.

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### Step 1: Create or Identify Your Forms

You’ll need three forms to make Double Opt-In work smoothly:

1.  **Sign-up Form** – Collects initial interest (e.g., newsletter
    signup, donation form, etc.).
2.  **CRM / Target Form** – Stores confirmed contacts. This is where the
    opt-in checkbox lives.
3.  **Sending Form** – Used later to send future mass email batches
    after users have confirmed.

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### Step 2: Add the Opt-In Checkbox

1.  Open your **CRM or Target Form** in Gravity Forms.
2.  Add a **Checkbox field** with **only one choice** (for example: *I
    confirm I want to receive updates*).
3.  Save the form.

This checkbox will later be automatically checked when the recipient
confirms their subscription.

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### Step 3: Configure Double Opt-In Settings

1.  Open your **Sign-Up Form** and navigate to **Form Settings → Mass
    Notifications → Double Opt-In**.
2.  Under **Target Form**, choose your CRM form.
3.  Select the **Email Field** that identifies users on the target form.
4.  Pick your **Double Opt-In Checkbox Field** from that form.
5.  (Optional) Enable **Apply to All Entries with Same Email** if you
    want every entry with that email address marked as confirmed.
6.  Enter a **Confirmation Landing Page URL** (or leave blank to use the
    default generic page).
7.  Customize your **Confirm Link Text** (default: *Confirm
    subscription*).
8.  Save your settings.

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### Step 4: Add the Merge Tag to Your Confirmation Email

Once configured, in a notification on the **Sign-Up Form**, two merge
tags become available:

- **{menfgf_confirm_url}** – Full confirmation URL.
- **{menfgf_confirm_link}** – Clickable confirmation link using your
  custom text.

Add one of these tags to the confirmation email you send after a user
signs up.

**Example:**

``` wp-block-code
Thanks for signing up! Please confirm your subscription by clicking below:
{menfgf_confirm_link}
```

When the recipient clicks the link, the plugin updates their entry on
the target form and marks the checkbox as checked.

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### Step 5: Trigger Follow-Up Notifications (Optional)

You can send a welcome or follow-up email automatically once the user
confirms:

1.  In your **Sign-Up Form**, create a new Notification.
2.  Set the notification trigger to **Double Opt-In** so it
    automatically sends when the user confirms.
3.  Compose your welcome message or follow-up email.

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### Step 6: Restrict Sending to Confirmed Recipients

In your **Sending Form → Feed Settings**, enable the checkbox **“Send
only to double opt-in entries.”**
This ensures only confirmed subscribers are included in the batch.

(You can also use conditional logic to filter based on the opt-in field
if preferred.)

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### Step 7: Test the Workflow

1.  Submit the sign-up form using a test email.
2.  Confirm you receive the opt-in email.
3.  Click the confirmation link and ensure it updates the target form.
4.  Verify the checkbox field is marked and that follow-up notifications
    trigger correctly.
5.  Run a test batch to confirm only opted-in entries are included.

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### Best Practices

- Always test your confirmation flow before launching.
- Keep the confirmation message clear and concise.
- Use a branded landing page for better trust and recognition.
- Periodically clean your CRM to remove unconfirmed entries.

Once configured, your Double Opt-In workflow will automatically maintain
a verified, engaged subscriber list and keep your email sending fully
compliant.
