KAJABI Double Opt In Forms and Confirmation Emails

A short tutorial (YouTube video) by Christina Haftman explaining how to enable and use Kajabi's double opt-in for lead capture forms. Covers where to find forms in the Kajabi menu, how the double opt-in works (sends a confirmation email requiring subscribers to confirm before being added and before receiving lead magnets), viewing/editing the system-generated confirmation email template, and the presenter's recommendation to keep the template as-is for deliverability and compliance.
Chapters
Hey there, it's Christina, president and founder of creatingdigitalassets.com and tonight I'm doing a video inside of Kajabi because there was some questions about the double opt in. So let's go over here to the left, the menu on the left. And what you want to do is go under marketing and let's go under forms. Now I have several of them here, but for this tutorial I'm going to use the default opt in form. So when we have people opting in on our, on our landing pages, our lead capture pages, there's always a form submission and for the most part it's always going to be name and email address. So what we have to do is we have to associate a form to that landing page and that call to action button. Okay. And these are where the forms reside. So this is the default one. And right here is what we call the double opt in. And what this means is it is optional so you can select it or deselect it, but I highly recommend selecting it because what it does is sends a confirmation email to the person so that, so that they can confirm that they want to be on your email list. So what we're really doing is we're getting clear consent two times. One time is out on the Internet when, when they fill out the form, submit, when they submit the form. It's like a form submission. They put their name and email and we're like, okay, great. Before we actually for real put you on our list, we need you to confirm just to make sure that that was you and that's what you want. And we send them a confirmation email when this is selected. Okay. And I highly recommend it because it'll keep you compliant with some privacy laws and stuff like that so you won't have to think about anything. And I also want to show you what we're going to be sending them because you don't have to worry about that either. Kajabi's got you taken care of. System generated email and you can see what it looks like by going into settings and then going into site settings. And over here on the far right, click into email templates. There's a list about, of about 12 things. It's the one on the very bottom, it's called the double opt in. So click that. And this is like the coded version of it. It's a mixture of text and code. These templates are actually provided as a courtesy and you can edit them, but I highly recommend just leaving them as they are because the developers At Kajabi have really engineered them to be simple and readable and concise and text based and you really don't need to add anything more to them. We want to make sure that we have deliverability. And also whether you're technical or not, you might be messing around in here and accidentally delete something because within these emails, these particular emails, and again they're system generated, they just happen automated without you having to worry about them. But this is just giving you as an admin, as a system owner visibility into what you're sending, your potential, your leads. Okay, so these double bracketed fields are actually pulling from the database. So if you, if you were to customize anything, you would do it in here. But let me just show you, if you preview the template, this is actually how it's going to be sent and you can see it, how it really looks. Okay, so it's, this is just an example recipient and then it's pulling from your company, your Kajabi site, there's the subject line and yes, subscribing to this list is just a one click. It's really easy. All they have to do and then they'll be added to your email list for sure as a subscriber. Now this, when you have that box checked for double opt in and we send this confirmation email, understand that they have to, when we're implementing it this way, they have to say yes to this right here in order to get their lead magnet. So whatever it is you're giving away free, whether it's an immediate digital download of some sort, a PDF, a video, whatever it is, they have to confirm this before they'll get that. As soon as they say yes to this, they will receive it in their day zero email. If you've created a pipeline and there's like a download link in there and that's where you put it. And you really want this, you really want them to do this step. So you don't want to deliver the lead magnet on the thank you page. You want to have them go through this, begin training them to receive emails from you. It's another micro commitment. There's a little bit of psychology behind it. So I do it this way and I just wanted to show you what it looks like and what it actually is. So after they do this, they will be in your people tab right here and they will actually be a subscriber. So if any of this wasn't clear, just leave me a message below this video and a comment and I will respond to you. Okay, thank you for watching, and I'll see you in our Facebook group.
More from Christina

Duke Ferguson at Unleashed Potential - Video Testimonial For Christina Haftman









