Recipients & Opt-In

The Recipients & Opt-In tab is where you set the global defaults for all forms. The concrete recipient addresses are maintained per form in the Forms tab - this tab is about the overarching rules.

Double opt-in as default

• Enforce double opt-in (default) - determines whether new forms work with email confirmation by default. This value is only a preset: for every individual form you can turn opt-in on or off separately.

How does double opt-in work?

If opt-in is enabled for a form, delivery happens in two stages:

1. The user fills out the form and taps Submit.
2. Instead of sending right away, your app sends an email with a 6-digit code to the user’s address. The application is initially set to “Pending”.
3. The user enters the code in the app.
4. Only after a successful confirmation is the PDF generated and sent - to the admin recipients and (if enabled) as a copy to the user. The status changes to “Sent”.

Why opt-in?

Double opt-in ensures that the email address provided really belongs to the user before an application goes out. Especially for membership applications this is handy to avoid typos and abuse.

Recipients - in brief

Every form has at least one fixed admin recipient address (required) and optionally a copy to the user. The filled PDF is always sent as a file attachment. You’ll find these settings directly on the respective form in the Forms tab.

Email becomes required when filling out

As soon as a form uses “Copy to user” or double opt-in, the user must enter a valid email address when filling out - that’s where the copy or the confirmation code goes. Without these options, entering an email is optional.

GDPR

With opt-in enabled, the PDF is only generated and sent after the code confirmation - before that no filled document exists. How long submissions are kept and how they can be deleted is controlled in the Behavior tab.