First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Subscription
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Using A/B Tests In Workflows
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Actions After Subscription
After creating the subscription form, you can configure the following actions to occur after a contact submits it:
- Add contacts to a segment.
- Double Opt-In.
- Email confirmation.
- Redirect after clicking on the confirmation link.
- Onboarding.
Add Contacts to a Segment
By default, new contacts collected through subscription forms are saved to your account without being added to segments. To save new contacts to a segment:
- In the Add contacts to segment section, click Save contacts to segments.
- In the Segment edit window, select the corresponding segment or segments and click Done.
You can create a new segment to add new contacts who subscribe using this widget.
Double Opt-In
When a subscription form is created, the Double Opt-In option is enabled by default in its settings to verify the email address specified by the contact by sending a confirmation email to that address.
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Important
- When this option is enabled, a subscription confirmation email is sent. There is no need to use the SysContactConfirmed event in your workflows.
- When the option is disabled, the email addresses of all contacts are automatically added as confirmed. We advise you not to use this method to avoid being marked as spam.
Email Confirmation
Initially, a default email message is added to the settings of this section, which will be sent to new contacts. A preview of this message is shown in the section.
To edit the default message:
- Click the Edit button. This navigates you to the email editor.
- Make the necessary changes and save the message. For more information about working with the email editor, see this article.
To replace the default message:
- Select Replace.
- Select the message.
You can disable the Only messages with a confirmation button option to select from all your messages and add such a button to the selected message by yourself.
Note
The button for confirming the email address shall have the following settings:
Link:
- Type: Subscription confirmation,
- Value: $data.get('redirectUrl')
.webp "Link settings")
Event type: SysContactConfirmed
.webp "Event type")
If you need to change the system workflow, see the instructions.
Redirecting After a Click on the Confirmation Link
Once a contact has verified their email address, you can redirect them to:
- Redirect page
- Verified domain URL
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If you select Verified domain URL, specify your company website or its subdomain in the URL field.
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If you don’t have verified domains, click the Verify domain button.
More details about verifying domain >
Onboarding
Set up further communication steps to be triggered after your subscribers confirm their email addresses. To do that:
- Enable the Onboarding slide button.
-
Choose one of the following options:
- Send welcome email
- Send welcome series through workflow
If you selected the Send welcome email option:
- Click on the Select message button.
- Select the required message.
Note
The email will be sent automatically, it is not necessary to create an additional workflow.
If you selected the Send welcome series through workflow option:
- Select the event type from the dropdown list. It only displays event types from the Subscribe/Unsubscribe category.
Or
- Click the New Event button and create the new event type in the opened window. Read more in this article.
Important
- The welcome series workflow is triggered only after a contact confirms their email address. You do not need to add the Contact confirmed condition in such workflows.
- To trigger the welcome series workflow, you must select the same event type as selected in the widget settings.
Activate the toggle Only to new contacts to avoid sending a welcome campaign to existing contacts.
