The New Unconfirmed User trigger fires when a newly created user has not yet confirmed their account (for example, they signed up but did not complete email verification).
When triggered:
The user is assigned the Lead account type.
The automation begins based on your configured workflow steps.
This trigger is commonly used to follow up with users who started registration but did not complete confirmation.
What are the benefits of using the New Unconfirmed User Trigger?
Automated Lead Follow-Up: Automatically reach out to users who haven’t confirmed their account.
Improved Conversion: Send reminders or incentives to encourage email confirmation.
Lead Nurturing: Tag users, notify staff, or assign tasks.
Controlled Timing: Add a delay to avoid contacting users who confirm shortly after signing up.
When should I use the New Unconfirmed User Trigger?
Reminder workflows: You want to send a reminder email if someone hasn’t confirmed within a set time.
Staff notifications: You want to notify staff about new unconfirmed signups.
Lead segmentation: You want to tag or segment unconfirmed leads.
Internal follow-up: You want to assign internal follow-up tasks for incomplete registrations.
How does the New Unconfirmed User Trigger work?
How does the New Unconfirmed User Trigger work?
When a new user registers but remains unconfirmed:
The trigger fires.
The user is treated as a Lead.
The automation runs according to the configured workflow steps.
Recommended Automation Structure
For most use cases, the recommended workflow structure is:
Trigger: New Unconfirmed User
Delay: 1 hour (Optional)
Condition: User is still unconfirmed (Optional)
Actions: Send email, notify staff, tag user, etc.
This ensures actions only run if the user has not confirmed within the defined timeframe.
Note: The Delay and Condition steps are fully editable. You can modify the delay duration, adjust the condition, or restructure the workflow based on your organization’s needs.
However, the system may display recommended tips or informational notes when modifying or removing these steps, as they are considered best-practice safeguards for this trigger.
How do I create an Automation with the New Unconfirmed User Trigger?
How do I create an Automation with the New Unconfirmed User Trigger?
Go to the Automations tab in Optix.
Click New Automation.
Select Start from Scratch.
Choose New Unconfirmed User from the Trigger list.
(Recommended) Add/Edit a Delay step.
(Recommended) Add/Edit a Condition to check that the user is still unconfirmed.
Add your desired actions.
Save and activate the Automation.
FAQs
FAQs
Does the trigger fire immediately?
Yes. The trigger fires when a new unconfirmed user is created.
Are unconfirmed users assigned an account type?
Yes. They are automatically assigned the Lead account type.
Is a delay required?
No. A delay is not required, but it is strongly recommended to avoid contacting users who confirm shortly after signing up.
Can I modify or remove the default delay/condition step?
Yes. The default delay/condition step is fully editable within the Automation builder.