1. The Constituent signs up for email marketing on the organization's email sign-up form
  2. The Constituent is prompted to a confirmation screen 
Confirmation screen
  1. The Constituent confirms opt-in
    1. The constituent will receive an email with the subject line "Email Signup Confirmation", which will contain a hyperlink that says "Yes, confirm my email address"
Confirmation email
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  1. ​Once the user clicks this hyperlink, the constituent will be redirect to a webpage that says, "Thank you for signing up!" (If the consituent does not click the hyperlink in the email, they will not  be downloaded to the Online Express plugin)
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  1. The opt-in downloads to the organization’s plugin
  2. The user clicks on the Download Signups button, which opens the following window
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  1. The user creates a new constituent record/links the opt-in to an existing Constituent record as needed and clicks Process selected signups
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  1. The following information is added to the Constituent record
    • The email address in the opt-in is added to the Email Addresses tab on the Bio 1 tab
    • A consent event is added to the Consent button on the Bio 1 tab

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  • The following Constituent attributes are added to the Attributes tab
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