--- title: "set up your opt-in email and workflows" description: "Learn all about setting up emails and automations for your opt-in funnel, and access our step-by-step instructions, FAQs, and everything you need to know!" url: https://help.ivorey.io/en/articles/12933180-set-up-your-opt-in-email-and-workflows collection: "opt-in funnels" updated: 2026-11-03 language: en --- # set up your opt-in email and workflows Learn all about setting up emails and automations for your opt-in funnel, and access our step-by-step instructions, FAQs, and everything you need to know! ## before you dive in This article is one step from our [Master Help Guide: All About Opt-In Funnels](https://cqcighsbi.gleap.help/en/articles/11363425-all-about-opt-in-funnels-a-master-help-guide). We recommend starting with 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 * * * ## set up your email and opt-in workflow 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! click here for the steps to: customise our email template 1. From the main ivorey menu, 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_ 2. 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_) 3. Change the text, upload your own image, and personalise the email 4. 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)​ 5. **\[Save\]** 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](https://cqcighsbi.gleap.help/en/articles/10055762-all-about-courses-a-master-help-guide) or [Community Master Guide](https://cqcighsbi.gleap.help/en/articles/10056429-all-about-communities-a-master-help-guide) to set that up if you need to grant access to either of those once someone submits this form. click here for the steps to: build your workflow 1. From the main ivorey menu, go to **Automations** > **Workflows** > **Workflow Templates** > **Lead Generation** > and find the workflow template called **Opt-In Workflow: Free Download / Lead Magnet,** and click the **\[three dots\]** > **\[Duplicate\]** > and rename the workflow based on your offer (e.g. Opt-In Workflow: Free Workbook) 2. **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 3. **Tag the contact**: Delete the placeholder tag and create your own (e.g. _Opt-In – Free Workbook_) 4. **(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 5. **Send the confirmation email**: Pull in the email you created in Step 1. Ensure to update the subject and sender info 6. **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. * * * ## next steps > **Success:** If you’ve completed the steps above, head back to the [**Master Help Guide on Opt-In Funnels**](https://cqcighsbi.gleap.help/en/articles/11363425-all-about-opt-in-funnels-a-master-help-guide) to move onto the next phase. 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. * * * ## frequently asked questions can i include login details for a course or community in the confirmation email? 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. can i receive notifications when someone opts in? 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. * * * ## need help? 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](https://ivorey.io/services) 🤍 ## Related - [all about opt-in funnels: a master help guide](https://help.ivorey.io/en/articles/11363425-all-about-opt-in-funnels-a-master-help-guide.md) - [customise an opt-in funnel template](https://help.ivorey.io/en/articles/12933077-customise-an-opt-in-funnel-template.md) - [create and customise your opt-in form](https://help.ivorey.io/en/articles/12932932-create-and-customise-your-opt-in-form.md)