Opt-In / Confirmation

RockForms - Opt-In / Confirmation

RockForms introduces a seamless saveEntry feature, designed to enhance your form submission process by saving each submission as a page in your site's backend. This functionality is particularly beneficial for adhering to GDPR double-opt-in requirements or for verifying users' email addresses before granting access to your SaaS product.

How It Works

Each entry page generated by a form submission is equipped with a unique, random confirmation key. This key is integral to the double-opt-in process, allowing you to send a confirmation URL directly to your customer's inbox. Upon clicking this link, RockForms automatically marks the entry as confirmed by checking the "confirmed" checkbox associated with the entry page. This action not only complies with GDPR regulations but also verifies the user's email address, paving the way for further actions or access permissions you wish to grant upon confirmation.

To ensure the integrity of the confirmation process, the confirmation link directs the user to an empty page that immediately redirects to a specified location. This design choice is crucial for preventing premature confirmation by email programs that attempt to generate link previews, such as Outlook. By doing so, RockForms guarantees that the confirmation only occurs when the user intentionally clicks the link, thereby enhancing the reliability and security of the opt-in process.

Implementing the Confirmation Process

Implementing the double-opt-in process with RockForms is straightforward. Here's a quick overview:

  1. Enable the saveEntry Feature: Ensure that the saveEntry feature is activated for your form. This setting allows RockForms to create an entry page for each submission.

  2. Customize the Confirmation Email: Craft a confirmation email that includes the unique confirmation URL. This URL is dynamically generated for each entry and can be easily included in your email template.

  3. Handle Confirmation Actions: Upon confirmation, you may wish to execute additional actions, such as granting access to your service or sending a welcome email. These actions can be configured to trigger automatically once the confirmation is registered.

By leveraging RockForms' saveEntry feature, you can streamline your double-opt-in process, enhance user verification, and ensure compliance with GDPR regulations, all while providing a user-friendly experience for your customers.