Creating a Custom Opt-in Button in Infusionsoft

Creating Your Own Custom Infusionsoft Opt-in Button

UPDATED 11/11/19

[IMPORTANT!!!]  Infusionsoft recently made ANOTHER update which affected the previous versions of this tutorial.  The good news is that the update actually made it easier to create your custom opt-in button.

TIME REQUIRED: ~5-10 minutes (The post is long, but the actions from start to finish should take you less than 10 minutes.)

We all know that utilizing a double opt-in confirmation in our email marketing efforts is considered best practice, but if you’ve ever tried to implement Infusionsoft’s default confirmation sequence in the campaign builder, you’ve likely cringed when you saw the email you’re forced to use.

While you are able to edit certain sections of the Infusionsoft default confirmation email, the actual acceptance paragraph is locked. As in, you can’t even change the font (so I hope you like sending emails in Times New Roman.)

Wouldn’t you rather be able to construct an email with acceptance text all your own AND have your opt-in confirmation be an easy to use, aesthetically pleasing, super clickable BUTTON?

Well, follow along my Infusionsoft friends, there is a way to go from this:

Step 1:  Create a Custom Automation Opt-in Link

From the main navigation go to Marketing > Settings > Automation Links (from the left menu) > Create Confirmation Link button (be sure you have the right button)

All you have to do here is provide a “Name” for your link and hit Save & Close at the bottom.  This is for identification purposes only so you know what it is.

Optional:  You may want to modify the confirmation page users will see when the link is clicked by going onto the “Confirmation Page Appearance” tab at the top.  However, most users have found this pretty fruitless as there’s very little you can do to make this page look decent.

STEP 2:  Find Your Custom Opt-in Merge Field

So, what’s my merge field?  Yeah, exactly.  For some odd reason, Infusionsoft doesn’t actually prominently tell you what your merge field is.  You have to sleuth it out.

The easiest way to do that is to hover over the [Edit] link for your newly created opt-in, and look down on the bottom left of your browser to get the number.

In my example here, 10 is my magic number.  So, my Infusionsoft formatted custom opt-in link will be:  ~OptIn_10~

STEP 3 UPDATED:  Create Your Own Custom Opt-in Email with Opt-in Button

Now that we have our merge field, we are ready to create our customized email opt-in.

From within the campaign builder or broadcast emails, simply select the email template you’d like to use (or create one). Then:

1. Configure your confirmation text as you like
2. Drag and drop a button onto your email
3. Paste in the merge field for your opt-in into the button’s URL field.

    

   **Be sure you are using the proper opt-in number from your own automation link and not the ones used in our tutorial!

HEADS UP! Make sure the “I” in ~OptIn_X~ is capitalized or your merge field won’t function.

STEP 4:  Test

Once your button is configured in Step 3, go ahead and send yourself the email either through a broadcast or campaign.  When you click the button in your received email you should be delivered to the confirmation page.  Verify the confirmed address is the email you sent the test to.

I highly recommend testing at least two different email addresses. 

NOTE:  Email addresses used must already be associated with a contact in Infusionsoft.

 HEADS UP! Opt-ins are linked to specific database contacts, not Infusionsoft users, so make sure you send your email to an actual contact.  If you use the email “test” feature, you’ll get an error.  

// Final Note //

Following best practices, and to ensure you remain in compliance with Infusionsoft’s regulations for the sending of emails and consent, please be sure to specify clearly what it is that your user is consenting to.

The purpose of this to tutorial is to allow some customization of our confirmation requests, not to entirely omit or misrepresent the terms under which our contacts are consenting.

That’s it. You have your Customized Infusionsoft Opt-in Button

I seriously cannot tell you how excited I am to be able to FINALLY customize an Infusionsoft opt-in button. I’ve been trying for years to figure this out.

If you are having trouble with the tutorial, or just need a little extra assistance, please feel free to hit me up in the contact form below. I can’t wait to hear from you!