change to subscriber in automation

Hello @hudsontek,

Unfortunately, it’s not possible to change the contact status from “Pending” to “Subscribed” directly through an automation in FluentCRM.

Pending contacts are typically those who are in a “double opt-in” process, meaning they must confirm their subscription by clicking the confirmation link in the opt-in email. Only after confirming their subscription will they be marked as “Subscribed,” and only then will they be eligible to enter your automation.

So, to send any lead mangnet offers you need make those contacts subscribed in FluentCRM.

Thank you!

Thanks, what I’m trying to do is set up the double opt-in myself using a smart link and automation. So the user clicks on the smart link which triggers and automation to change the contact from pending to subscribed.

The reason I’m doing it this way is because FluentCRM only offers a global opt-in email. Whereas I need to have multiple different ones with different welcome messages and offers.

Does that make sense? There must be a way to do this.

Hello @hudsontek,

Yes, I understand the usecase!

Currently, FluentCRM supports only a single global opt-in email, and it is not possible to customize multiple opt-in emails for different lead magnets or automations. Additionally, when a contact is in the “Pending” status, even if they hit an automation through a link click, the double opt-in process requires them to confirm their subscription. Automation will send the DOI and there is no option in FluentCRM to change their status to “Subscribed” through automation too.

Thank you for understanding!

Right ok thanks, so how are people handling multiple customised opt-in emails?

I suppose I can have a different (tag dependant) Thankyou page ? is that the way to go with Fluent?

Hi @hudsontek,

Since FluentCRM only has a single, global opt-in feature, our clients typically use the single opt-in option.

However, you can set up different page redirections based on tags. This allows you to redirect users to different URLs depending on the tag assigned to them. You can check the blog linked here and the provided screenshot. To set this navigate to Settings > Double Opt-in Settings page.

Thank you!