[Funnels] Is it possible to build a double opt-in flow with funnels?

[alexej-d]

I am trying to create a double opt-in flow with funnels, but the funnel functionality just isn't very well documented. I would just need to send a double opt-in email at the beginning of the funnel and once the user clicks the opt-in link in the mail the next actions / output workflows may be triggered. Any ideas or examples?

[solverat]

Hey @alexej-d, come on, the funnel feature is VERY well documented: https://github.com/dachcom-digital/pimcore-formbuilder/blob/master/docs/OutputWorkflow/40_Funnels.md! :)

You don't need funnels to achieve this. There are two ways:

Event Listener

• Add two mail channels (the second one is your double opt-in mail)
• Listen to OUTPUT_WORKFLOW_GUARD_SUBJECT_PRE_DISPATCH
• If the event holds your double opt-in mail and the form data does not provide the required checkbox, you should set $event->shouldSuspend() which silently skips the channel

Conditional Logic

A bit more manual work but you don't have to write code for this:

• Create two output workflows (the first includes the default email channel, the second one the default email and the double opt-in mail channel)
• Create a conditional logic block ("If value checkbox is checked, action ⇾ switch output workflow")

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For the sake of completeness, there's even a better way to achieve this, but still not implemeted: #304

[alexej-d]

@solverat haha, sorry, let me rephrase that: The funnel functionality's documentation does not compute in my brain 😭

I am not sure why you speak about a checkbox in your examples, maybe we have a misunderstanding. The way my double opt-in workflow should work is follows:
user submits a form -> user receives a double opt-in mail with an individual link -> clicking the link "releases" the other mail workflow where the user's personal data is sent to whoever

If the link is not clicked for like 2 weeks it expires.

[solverat]

Ah, now I got you. Sadly, there is no solution out of the box. Even funnels aren't the right thing here, because they always start immediately after a form has been dispatched. Also the individual link should be stored somewhere, right? Otherwise, we can't reassign the user.

It's a bit out of context, but I think your workflow - with formbuilder maximum involved :) - should be:

• Create a form
• Add a object channel and a mail channel
• After form gets submitted, populate an object (you may want to use a custom resolver for that) which also holds a unique link
• Generate a Route/Controller/Action and listen to the unique link ⇾ resolves object ⇾ outdate it if older than two weeks, or...
• ...then manually render a second form within this action, which just - i don't know :) - holds some fields a user has to fill up to complete the journey
• This second form then triggers another workflow after the user hits the submit button
  • btw. this is the moment, a funnel could rise up :).
• Done

That's a rough walkthrough, which I would choose to get the most out of form builder, but I'm afraid, it is not possible to do it without any coding.

Hope this helps!

[alexej-d]

@solverat thanks, that might be a nice way to go! Right now, I extend the email output workflow with another mail template field for the double opt-in email and dispatch two messages (via Symfony's message component). One message creates the opt-in entity, the link and the opt-in email, the other is being suspended until the link is clicked or expired. Still, I will mark your comment as the answer :)