How to manage opt-ins (subscription to your newsletters) and coregistrations (subscription to partners’ or advertisers’ newsletters) in Qualifio ?

Aurélien Berhin -

Qualifio is a powerful and flexible application when it comes to collecting opt-ins (newsletter registrations). There are 2 possible options to include an opt-in collection in your Qualifio campaign : via the identification form or via the opt-in manager

 

Include an opt-in in your identification form (classic or tacit opt-in)

In your form, choose a field type “checkbox-opt-in” or “checkbox - tacit optiin” (a tacit opt-in tacitely validates a newsletter’s subscription when the participant clicks on the “Participate” button)
Warning : an opt-in created within a form will appear in all campaigns using this form.

Manage opt-ins through the “Opt-in Manager” module

 The “Opt-in Manager” can be found in the Qualifio Manager top menu bar:

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This option allows you to centrally create and manage opt-ins (newsletter registrations) and coregistrations (partners’ newsletters), without having to include them in an identity form. The Opt-in Manager offers 3 possibilities :

  1. Opt-ins : display an opt-in under an identification form
  2. Coregistration : display an opt-in on a separate screen, after your identification form or at the end of the campaign (ideal for displaying newsletters of your partners, advertisers or other brands of your company).
  3. Display an opt-in from a coregistration partner. This option allows you to monetize your traffic by bringing you advertisers through coregsitration partners. Qualifio currently has integrations with AffiniLead, Dual Opt-in et AdvertizeMe.

Opt-ins can be

  1. Checkboxes or a yes/no multiple choice
  2. Facebook opt-ins (invitation to like a Facebook page)
  3. Mandatory or Facultative
  4. Prechecked or not

In the Opt-in Manager, for each opt-in, you can specify the following parameters:

  1. A name, a logo and a description;
  2. A language (an opt-in in English for example will only be displayed on campaigns in English)
  3. An info box (more details on an opt-in, with an image and a video)
  4. A planning (period to display this opt-in)
  5. A target (number of opt-ins to collect);
  6. A priority order (optional)
  7. A segmentation : choose the webstite(s) on which you want to display  this opt-in. For coregistration, you can also segment by gender or thematic (sport, music…)
  8. A tracking pixel (so you can track opt-in collection with your own adserver for example).
  9. The possibility to associate a CRM variable (Qualifio CRM) or your own SSO variable to send these opt-ins to your own CRM or e-mailing tool.
  10. The possibility to automatically send a welcome e-mail to new subscribers.

 

How to add an opt-in to your campaign ?

1. For any campaign, go to the step “Form”

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2. Open the “Opt-ins” option

3. Select the opt-in(s) you want to display tor this campaign

 

How to add a co-registration to your campaign?

1. For any campaign, go to the step “Form”

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2. Open the “Coregistrations” option
3. 
Activate the Qualifio module

4. Define :
- the introductory text to diplay on the top of your coregsitration page;
- the number of coregistrations to display on your page
- the apperance order of your coregistration

5. You can also define the position of your coregsitration page : just after the identification form or at the end of the campaign. 


How to find and export the profiles you collected?

  1. Campaign per campaign, via the Stats module of each campaign
  2. In a centralized way : via the Stats of the Opt-in Manager module


  1. Via the Qualifio CRM module (for this you must have defined a CRM variable for each of your opt-ins)
    Read more:
    - How to create a CRM custom variable?
  2. Via your own CRM, DMP or E-mailing tool (contact our helpdesk for a customized integration).
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