How can I trigger a referral on a double opt-in email?
If you are using a Signup Event as your referral trigger and want to only count a referral when your new subscriber opts in, there are a few ways to accomplish this:
Option 1: Use a Redirect URL
In Campaign Editor > 5. Installation, choose the automagic detection method for adding new participants. When adding URLs, make sure to add a Redirect URL. This Redirect URL should be your double opt-in "thank you" page.
When setting up automagic detection, make sure to ignore any forms and only track input fields instead. This way, when a referred friend submits their email address, they are not yet added as a participant until they visit the Redirect URL.
GrowSurf will trigger a referral on this Redirect URL page, and automatically attribute a referrer (if there is one) from the initial visit.
In the example above, please make sure to replace [email protected] with the actual new subscriber's email address.
Alternatively, you can use a qualifying action referral trigger for your double opt-in process.
In Campaign Editor > 5. Installation, you'll want to update your referral trigger to be "Sign Up + Qualified Action", then follow the new installation instructions, which will have been updated accordingly.