Adding Double Opt-in Contacts to a Nurture

Overview

When contacts submit your forms and confirm their interest, you will want to add them to targeted nurture. This article describes how to create a report that can be used to include your double opt-in contacts in a nurture.

Steps to Complete

1. Create a custom view that includes the Contacts and Opt-In tables, as described in the Sugar Market User Guide.
2. Create a custom report that uses the custom view created in Step 1 and the following settings:
   • Data Source: Custom Views
   • Table: The custom view table created in Step 1
   • Report Type: Tabular
   • Report Name: Your preferred identifying name
   • Report Description: Your preferred identifying description
     
3. Add the following report columns:
   • Contacts.Email
   • Contacts.ContactID
   • Contacts.opIn
     
4. Add the following report filters:
   
5. Identify the following columns on the Group By tab:
   • Contacts.Email
   • Contacts.ContactID
   • Contacts.opIn
     
     Note: It is important that the settings shown above match exactly to prevent potential issues with the report being added to nurtures and to ensure there are no rows with empty email addresses.
6. Create a nurture using the following settings:
   • On Step 1 of the builder, do not select the "Allow people to pass through the nurture more than once" option.
   • On Step 4 of the builder, select the report created in Step 2 as an include list and identify the auto-refresh interval to determine how often Sugar Market will check your include list for updates.

Your nurture will continue to pull in your double opt-in contacts from the report according to the interval you selected.