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MailerLite double opt-ins

  • Last updated on April 3, 2023

#Overview

Using WP Fusion with MailerLite you have several options for managing your subscribers’ opt-in status.

#Default opt-in status

You can configure WP Fusion’s default status for new subscribers at Settings » WP Fusion » General » Default Optin Status.

Screenshot of a WordPress settings page featuring WP Fusion CRM integration for automatically creating contact records. Options include a checkbox for creating contacts with MailerLite, group assignment dropdown, and default opt-in status buttons: Default, Active, Unconfirmed, and Unsubscribed.

The options are:

  • Default: WP Fusion will not specify an opt-in status for new subscribers. This means subscribers will follow the status you’ve configured in MailerLite— either active (by default), or unconfirmed if you’ve enabled Double opt-in for API and integrations.
  • Active: All subscribers created by WP Fusion will be set to active.
  • Unconfirmed: All subscribers created by WP Fusion will be set to unconfirmed, and a double opt-in email will be sent.
  • Unsubscribed: All subscribers created by WP Fusion will be set to unsubscribed. You can still use groups to grant access to content in WordPress, but you will not be able to send emails to the subscribers, and they will not count towards your plan limit.

#MailerLite subscribe settings

In MailerLite, at Account Settings » Subscribe Settings, you can set your opt-in preference for subscribers added over the API.

Screenshot of a webpage titled Subscribe settings with WP Fusion CRM integration options like Double opt-in for API and integrations toggled on. Sidebar links include Account settings, Plan and billing, and Users. Top menu displays plan status and user info.

If you enable Double opt-in for API and integrations and WP Fusion creates a subscriber either with the status set to “default”, or “unconfirmed”, then MailerLite will send a double op-tin email to confirm their subscription.

If Double opt-in for API and integrations is disabled, MailerLite will never send a double opt-in email to subscribers created by WP Fusion— regardless of their status.

#Overriding the default status

It’s also possible to override the default status, in the case of an ecommerce plugin, or form.

#Ecommerce plugins

With WooCommerce, Easy Digital Downloads, and GiveWP, WP Fusion includes the option to add an email marketing opt-in checkbox to your payment forms.

Checkout page features fields for email, order notes, expiry date, and card code. With WP Fusion CRM integration, you can opt to create an account and consent to marketing emails. Agree to terms via a checkbox and finalize your purchase by clicking the Place order button at the bottom.
With WooCommerce, WP Fusion includes the option to add an email marketing opt-in checkbox to the checkout form.

To sync this email opt-in field with MailerLite, first enable it for sync from the Contact Fields list, and map it to the Optin Status field in MailerLite.

A form configuration interface displaying options for phone, email address, generated password, and email opt-in is enhanced with WP Fusion CRM integration. Each field supports data assignment, with email and opt-in status selected and highlighted in light green for clarity.

The value of this field will override the default opt-in status set in the General settings. The logic works like this:

For new subscribers:

  • If the opt-in checkbox is checked, the subscriber will be created as unconfirmed, and a double-opt-in email will be triggered.
    • Unless the default opt-in status in the General settings is active. In that case, the subscriber will be created as active.
  • If the opt-in checkbox is un-checked, the subscriber will be created as unsubscribed.

For existing subscribers:

  • If the opt-in checkbox is checked and the subscriber’s current status is unsubscribed, their status will be updated to unconfirmed (and a confirmation email will be sent).
  • If the subscriber’s current status is either active or unconfirmed, their status will not be modified, regardless of whether or not the opt-in checkbox is checked.

#Form plugins

Similar to the ecommerce plugins, you can also manage subscriber opt-ins using any one of WP Fusion’s supported form plugins.

The simplest implementation is to add a checkbox field to your form, and map it with the Optin Status field in MailerLite via WP Fusion’s form feed settings. The logic works the same as when using a checkbox on the checkout form (see above).

However, note that with this method, existing subscribers will not be able to unsubscribe.

For more granular control, you can add a radio, dropdown, or hidden field to your form, using any of the values:

  • active
  • unsubscribed
  • unconfirmed
A user interface displays form settings with WP Fusion CRM integration. The birthday field is formatted as mm/dd/yyyy, and a radio field offers Subscribe Me or Unsubscribe Me. A highlighted section shows values as active and unsubscribed.
In this screenshot a Gravity Form has a field to allow a subscriber to update their status.

When the form is submitted, the selected value will be synced to MailerLite, and will update the subscriber’s opt-in status.

#Ignoring customers who don’t opt in

It’s also possible to completely ignore customers who don’t opt in to marketing. For WooCommerce, this is achieved via the wpf_woocommerce_customer_data filter. For more information, see the WooCommerce documentation.

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