Here’s a step-by-step tutorial on how to create a double opt-in campaign in DesignDiverso Automata using different options like a third-party email-sending platform, SMTP server, or cron jobs. Additionally, I’ll explain how to create a double opt-in campaign with a survey, a simple multilingual double opt-in campaign, and geolocation-based pop-ups.
Creating a Double Opt-In Campaign:
Step 1: Set up your campaign
- Log in to your DesignDiverso Automata instance and navigate to the “Campaigns” section.
- Create a new campaign and give it a descriptive name.
Step 2: Design your email templates
- Create two email templates: one for the opt-in confirmation email and another for the welcome email.
- Customize the templates with your branding, clear instructions, and relevant content.
Step 3: Configure your campaign’s segments
- Set up a segment for contacts who have completed the opt-in process successfully.
- Create another segment for contacts who have not yet confirmed their opt-in.
Configure your email-sending settings:
Option 1: Third-party email sending platform
- If you’re using a third-party email-sending platform (e.g., SendGrid, Mailgun), configure the necessary integration within DesignDiverso Automata.
- Map your email templates to the corresponding events in your campaign.
- Ensure that the platform is properly set up to handle bounces, unsubscribes, and other necessary email management tasks.
Option 2: SMTP server
- If you’re using your own SMTP server, navigate to the “Email Settings” in DesignDiverso Automata’s configuration section.
- Configure the SMTP settings with the necessary credentials and server information.
- Test the connection to ensure proper functionality.
Option 3: Cron jobs:
- Set up cron jobs to trigger specific campaign actions, such as sending emails and updating contact statuses.
- Configure the cron jobs according to your server environment and DesignDiverso Automata’s documentation.
To set up cron jobs for a double opt-in campaign in DesignDiverso Automata, you need to configure scheduled tasks that trigger specific actions at predefined intervals. Here is a list of common cron job commands that can be used in DesignDiverso Automata:
Command to send pending emails
*/5 * * * * php /path/to/your/mautic/app/console mautic:emails:send
Command to update contact segments
*/10 * * * * php /path/to/your/mautic/app/console mautic:segments:update
Command to process bounces
*/15 * * * * php /path/to/your/mautic/app/console mautic:email:bounces:process
Command to remove stale session data
*/30 * * * * php /path/to/your/mautic/app/console mautic:sessions:cleanup
Command to fetch email replies
*/5 * * * * php /path/to/your/mautic/app/console mautic:email:fetch
Command to process queued email messages
*/5 * * * * php /path/to/your/mautic/app/console mautic:email:process
Command to prune old data from the database
0 0 * * * php /path/to/your/mautic/app/console mautic:cleanup
Command to update contact points
*/10 * * * * php /path/to/your/mautic/app/console mautic:points:update
These are just a few examples of cron job commands that can be used in DesignDiverso Automata. The frequency of running the commands can be adjusted based on your specific requirements. Make sure to replace “/path/to/your/designdiversoautomata” with the actual path to your DesignDiverso Automata installation.
Note: The actual path and command syntax may vary depending on your server setup and DesignDiverso Automata installation. It’s recommended to consult DesignDiverso Automata’s documentation or contact your hosting provider for the correct command syntax and path specific to your environment.
Remember to test and verify the functionality of the cron jobs after setting them up to ensure they are running as expected and triggering the desired actions in your double opt-in campaign.
Step 5: Create campaign actions and decisions
- Design your campaign flow by adding actions and decisions to the campaign canvas.
- Examples of actions: “Send confirmation email,” “Wait for confirmation,” “Send welcome email.”
- We can set this up for you if you are on one of our managed plans.
- If you are looking to set up a double opt-in campaign with a survey you can check this tutorial.
- Here’s how you can create a basic multi-lingual double opt-in campaign.
Do you have any questions? We are happy to help you via email, phone or video call.
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