This article is one step from our Master Help Guide: All About Opt-In Funnels. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Set up confirmation emails
Create and configure an opt-in workflow
Understand best practices for publishing and testing
Once somebody submits a form, it's best practice to send them a confirmation email. This could simply acknowledge their submission, or in the case of a freebie funnel, you'll typically deliver a digital product. As usual, we've created an email template to shortcut this process for you!
Go to Marketing > Emails > Templates
*If you don’t see the bonus templates, open the chat widget and let us know and we’ll add them for you
Find the template called Deliver a Freebie and click the [three dots] > [Clone] > rename the email. Give it a clear name based on your offer (e.g. Free Workbook Confirmation Email)
Change the text, upload your own image, and personalise the email
Update the button in the email to either:
Upload a file (e.g. PDF or guide), or
Link to a URL (e.g. calendar booking or Google Drive)
[Save] the email template
Note: If you're giving away a course or community, do NOT include login details in the email. Instead, tell them to check their inbox for another email, as the login email will be sent automatically via the course or community setup. Ensure you follow our Course Master Guide or Community Master Guide to set that up if you need to grant access to either of those once someone submits this form.
Go to Workflows > Bonus Workflow Templates and find the one called Opt-In Workflow – [Form Name] and click the [three dots] > [Duplicate] > and rename the workflow. Name it based on your offer (e.g. Opt In Workflow - Free Workbook)
Set the form trigger: Open the trigger at the top of the workflow which we have set to Form Submitted. Add a filter: Form is = [Your Form Name]. This ensures it only fires when someone submits that exact form
Tag the contact: Delete the placeholder tag and create your own (e.g. Opt-In – Free Workbook)
(Optional) Internal Notification: Update the internal notification to say something like “Someone just signed up for the Free Workbook”. You can send this to yourself or a team member if you want to be notified when someone completes this form. Otherwise, you can delete this step
Send the confirmation email: Pull in the email you created in Step 1. Ensure to update the subject and sender info
Publish and test: Toggle the workflow to ON. Go back to your funnel and submit the form to test everything. You can check the workflow’s Execution Log to confirm it triggered correctly. If anything’s not working, open the chat widget and we’ll help you troubleshoot.
No. If you’re delivering a course or community access, do not include login details in this email. Instead, direct the user to check their inbox for a separate email sent automatically via your Course or Community setup.
Yes! You can update the Internal Notification step in the workflow to alert yourself or a team member whenever someone completes the form. This step is optional and can be deleted if not needed.
Hit the support chat widget inside Ivorey
- we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey account. Or if you are looking for done-for-you support, you can browse our current services here 
