How to Set Up a Confirmed Opt-In (COI) Flow in Bento

In this tutorial, we'll run you through how to create a confirmed opt-in (COI) flow inside Bento.

Managing Opt-ins in Bento

Bento offers complete flexibility in how you manage your users and their subscription status. Some users may want to run a COI automation for every single sign up, whilst others may want to run it for only certain sign ups as they may have confirmed the email elsewhere (i.e after account sign up).

Before building your flow, we recommend mapping out the different ways someone can be added to your Bento account and deciding how you want to handle them.

i.e you may want to run a COI flow after a blog sign-up but not after an account sign up.

Anything where someone could mistype an address, you probably will want to run COI.

Outline of the Flow

Here is an example confirmed opt-in flow example:

Outline

Breakdown

1. When someone signs up on the website we send in a custom event via the API. This could also be an event from Shopify, Stripe, WooCommerce, or another integration.
2. We immediately unsubscribe them and leave a "double opt-in" reason. This lets you search and segment based on the unsubscribe reason later.
3. Send a transactional email (which ignores the fact they are unsubscribed) with a link to confirm their subscription, like https://yourdomain.com/double-opt-in. Make it a nice branded page with an offer or next steps. Don't be boring!
4. Now that is set up we can then use a "New Email Click" trigger to catch when they click the confirmation link across any of our emails (Bento's click tracking automatically blocks bot activity for more legitimate consent).
5. Already Verified so we are skipping the COI steps and just subscribing them.
6. We subscribe them or update the unsubscription from step 2.
7. Update a custom field called consented_via to record how they opted in. This is useful if you ever get audited or a user claims they never subscribed.

Now that you understand how the flow works and what you are accomplishing at each step lets dive into how this looks inside Bento.

Building the Flow

Building this flow is made up of two "paths".

Path 1: User signs up

Let's look at the first path, from say, your website form. This part of the flow is made up of 3 steps.

1

New Custom Event

We start with the trigger targeting new custom events. This one could be anything you like, such as a blog opt-in or account sign up.

2

Unsubscribe

Here we unsubscribe the user with a reason of double opt-in. This allows you to later search and analyze the conversion rate of sign-ups vs double opt-ins.

3

Send Email

Finally in this step of the process we send the confirmation email. It's crucial to set this email as transactional, as shown 1. This ensures that the email is sent even though the user was just unsubscribed in the previous step. Inside the email include a link to a confirmation page on your website such as https://yourdomain.com/double-opt-in.

If you do not want to send people to a confirmation page on our website, you can use a Liquid tag to redirect them to a page on your website: {{ visitor.confirmation_url | hyperlink: "Confirm Email" }}

Web Form Sign-up Path

Path 2: User clicks confirmation link

Now, we need to create a new path in the same flow for when the user clicks the confirmation link.

Confirmation E-mail Click Path

4

New Click Event

This starting event is triggered in our example from the user clicking the confirmation link from the email sent at the end of the last flow. Please note that this trigger is global and is tracking across all your emails you send.

5

Subscribe

We set the status of the user to subscribed. (this changes the unsubscribed status we set at the start of the opt-in check)

6

Update Field

For the last step we update the consented_via field to indicate the user has completed double opt-in. This allows us to search and track metrics again and provides an audit trail. Name the field 1 anything you like. Both the name and value 2 support Liquid tags like {event} for dynamic use cases.

Bonus: Customising for EU Customers

Many users expand on this basic flow by adding a check for European visitors. Here's how:

1. After the initial sign up event, use a Split to check if the visitor is from the EU.
2. If they are, proceed with the double opt-in flow - unsubscribe, send confirmation email, resubscribe on click.
3. If they're not an EU customer, you can skip the confirmation and do nothing (or whatever else fits your use case).

This lets you apply the stricter consent requirements only where needed.

Wrapping Up

Setting up a double opt-in flow in Bento is straightforward once you understand the key concepts:

• Handle different opt-in methods differently
• Unsubscribe and leave a reason to enable segmenting
• Use transactional emails and click triggers for the confirmation
• Record the consent method on the user's profile
• Optionally check for EU customers to apply flow selectively

With these building blocks, you can create a consent flow that meets your unique needs and keeps you compliant.

And if you have any other questions, feel free to ask in the Bento Discord!