0

I'm wondering if it's possible to create a "double opt-in" to a mailing list group workflow using Caldera Forms CiviCRM integration. Where the user would enter an email address into a field, then gets sent an email with a link they need to click to confirm they want to be added to the mailing list, and on doing so they're added to the appropriate group in CiviCRM. Essentially the same workflow as using a profile to sign up for a mailing list with the "Enable Double Opt-in for Profile..." settings checked.

Yes, one could just use a profile for this (and have in the past) but would prefer not to deal with the added security risk of enabling external form submissions. The mailing list signup form is in a sidebar widget, not a page, so using a shortcode isn't an option that I'm aware of. Even shorcode widget plugins don't seems to work for this purpose.

So, how would we set up a workflow to use Caldera forms to do this? We have it set up now in such a way that the user inputs their email address, and we use the Contact processor to process their email address and add them to a specific group. This works a treat, just want to explore options for the confirmation email step.

Thoughts? Suggestions?

1

Check out https://wordpress.org/plugins/verify-email-for-caldera-forms/ to do that double opt in step.

  • 1
    From the FAQ: "Does It Got To Eleven?" A: "Of course it does." This looks like a solid option, we'll have a look. – Evan Mar 18 at 14:41
  • Good, then vote the answer above so this is resolved. – Andy Burns Mar 18 at 15:26
  • I am sure that FAQ is an insider joke. lol – themak Mar 18 at 19:24

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.