## 1) Add the signup trigger (SiteBeez)

- Use the **Integration code** from the trigger menu to embed the signup form on your site.
- After the visitor submits the form, the system sends the **DOI Email** (double opt-in).
- Tip: open the **Newsletter signup** link (trigger menu) to review the live form.

## 2) Customize the DOI email (Opt-in email)

- The **DOI Email** is the message that asks the subscriber to confirm their email address.
- Use the dropdown on the DOI Email step to:
  - edit the template
  - preview the email
  - send a test email
- Note: prospects and customers can use different templates.

## 3) Confirm page + optional coupon (Confirm email)

- When the subscriber clicks the confirmation link, they land on the **DOI Confirm Page**.
- After confirmation, the system sends the **DOI Confirm Email**.
- If this email includes a coupon:
  - use the dropdown action to configure the coupon
  - verify expiry settings and test the email output
