How to use e-mail validation?

Tabata Vossen -

Do you want to verify the e-mail addresses of participants? With the help of our e-mail validation feature, you can verify the validity of an e-mail. Read on to learn how you can validate e-mail addresses in Qualifio.

How does e-mail validation work in Qualifio?

In order to check if an e-mail address is valid, our system allows you to send users an e-mail requiring them to click a link to verify their e-mail before their participation is taken into account.

Here are the steps taken in e-mail validation:

  1. A user takes part in your campaign.
  2. A verification e-mail is sent. The participation's status is "Waiting for validation" in your campaign statistics:
    Screenshot_2019-02-14_at_14.42.27.png
  3. The participant clicks the link in that e-mail.
  4. A confirmation message appears in their browser. Their participation is validated and displays normally in the "Participations" of your campaign statistics.

Step #1: Define a template for e-mails to participants

Please note that this feature is only accessible to account Admins.

  • Go to Documents > E-mail & screen of participation validation
  • Click "Add a new template"
  • Select a language. If you choose English, this template will only be available for campaigns in English.
  • Select a website. You can link a template to a specific website or to all websites. If you create more than one template per website, the newer one will display, which is indicated by a red bullet on the left of the older template:

Screenshot_2019-02-14_at_14.48.50.png

E-mails can be edited inside specific campaigns too. Inside your campaign, go to the Settings step > Limit the number of participations > Validation of participations. In the dropdown menu, choose "for this publishing channel only".

  • Fill in the other fields
    • Sender's name: the name that will display in the e-mail
    • Sender's e-mail: this is actually the reply-to address, as e-mails are always sent from noreply@qualifio.com
    • Recipient: CRM variable to which the e-mail will be sent (by default: {email})
  • Insert an e-mail validation link that the participant will have to click.

You can either send an e-mail for each participation or send it only once for each participant. To change this setting, go to your campaign > Settings > Limit the number of participations.

Step #2: Define what your confirmation screen will be

You can also customise the confirmation screen that displays after the e-mail verification part.

Please note that this feature is only accessible to account Admins.

  • Go to Documents > E-mail & screen of participation validation
  • Click "Confirmation screen"
  • Add a new template
  • Select a language. If you choose English, this template will only be available for campaigns in English.
  • Select a website. You can link a template to a specific website or to all websites.
  • When it comes to the content of your confirmation screen, you have to options:
    • Enter your text, images, social media call-to-action, variables...
    • Redirect users to an existing page

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