How to use Instant Signup Links

What is Instant Signup?

With one click a person is added to your campaign and given their unique referral link. They don’t have to see your Signup Form and submit their email address.

Why should I use Instant Signup?

If you already have a list of people that you want to add to your new Prefinery campaign, you may want them to participate in your latest campaign without them having to view your signup form and resubmit their email address. 

Some common scenarios are:

  1. You don't want to import your full list of existing leads, but instead want each user to opt in to the campaign.
  2. You have an existing list of leads which you want to opt-in to your campaign without the hassle of filling out and submitting your Signup Form.
  3. You are moving to Prefinery from another platform.

Instant Signup Links bypass the signup form and immediately add the user to your campaign.

How do I use Instant Signup Links?

Send an email to imported users in Prefinery

Your project comes with an email message which triggers on the "User is Imported" event. This email message includes the recipient’s unique Instant Signup link using the variable  {{user.instant_signup_link}}.


Click on  Email then Messages and edit the "user is imported" email message to customize the subject and body.


In the email message editor, Content tab, make sure you're using the variable  {{user.instant_signup_link}}. You can use it in a hyperlink like as shown below: 

Save your changes. 


Back in Email > Messages, make sure the email message you just edited is Active (activate it as shown below if it isn't yet). If you haven't setup a sender address yet, make sure that you do so following our guide here: How do I customize the 'from' email address in Prefinery emails?


Import your users into Prefinery following our guide here: How do I import my email list into Prefinery?

At the minimum, you only need a column of email addresses like as shown below, but you can also include other columns as described in the guide. You don't need to explicitly define the users' status in a Status column since Prefinery will automatically consider imported users' status as Imported (which would trigger the email) if no status is defined for a user. 

Once imported, the users will receive the "user is imported" email message, which includes their unique Instant Signup link. When they click their Instant Signup Link they will be moved from the Imported to the Applied status, just as if they submitted your signup form and opted in (if double opt-in was enabled).

Send your users an email outside Prefinery

If you use another bulk email provider or marketing app, then you can include an Instant Signup Link in an email that you are sending out to all of your existing users. 

From your project dashboard, navigate to Installation, and in its 2nd section (Push Users into Prefinery), select Instant Signup Link like as shown below: 

If you don’t see your provider listed, please contact us. Or, build the Instant Signup Link yourself by following the format below:

Where EMAIL_MERGE_TAG is the email address merge tag used by your email provider and PROJECT_UID can be found in your project dashboard by clicking the Settings menu and then choosing Project Settings > General Settings.












Where do users go after clicking?

Your Signup Form settings will be honored. To view or change these settings click on Signup Form and then on the Settings tab. 

If your form’s post-submit settings are "replace form with viral referral page" or "redirect to a hosted viral referral page" then the user will be redirected to a page on Prefinery where their personalized viral referral page is shown. 

If your form’s post-submit setting is "redirect to a URL" then the user will be redirected to the URL of your choice. With this method, you have the option to embed and show the referral page on that redirect page.

If the form’s post-submit setting is "show a thank you message" then the user will be redirected to a page on Prefinery where your thank you message is shown. 

If you need the instant signup link's post-submit behavior to differ from that of the embedded signup form (any of the above), you can include the URL parameter redirect_url and give it the value of the URL you want the user to be redirected to after clicking the link. If this URL parameter is present, the user will be redirected there. If it's not present, then the signup form's post-submit setting above is followed. 

Here's an example:

The above will add the user to the Prefinery campaign after clicking the link, then redirect them to

What data can I pass to Prefinery?

You can send the following parameters to the user's Instant Signup Link:

  • email — (required) The user's email address.
  • first_name — The user's first name.
  • last_name — The user's last name.
  • city — City, district, suburb, town, or village.
  • state — State, county, province, or region.
  • postal_code — ZIP or postal code.
  • country — Two-letter country code (ISO 3166-1 alpha-2 code).
  • telephone — The user's telephone number.
  • http_referrer — The address of the webpage the user was on prior to landing on your site.
  • utm_source — UTM Source string (max 25 characters).
  • utm_medium — UTM Medium string (max 25 characters).
  • utm_campaign — UTM Campaign string (max 25 characters).
  • utm_term — UTM Term string (max 50 characters).
  • utm_content — UTM Content string (max 25 characters).
  • custom_var1 — A custom string to attach to this user, which is made available in the UI, email messages, exports, webhooks, and API requests.
  • custom_var2 — A custom string to attach to this user, which is made available in the UI, email messages, exports, webhooks, and API requests.
  • custom_var3 — A custom string to attach to this user, which is made available in the UI, email messages, exports, webhooks, and API requests.
  • referred_by — Populate this field with either the referrer code or email address of the referring user and we will credit that person with having referred this user.
  • custom_event — The name of the custom event the user performed.

Prefinery automatically records the person's user agent string, IP address, and HTTP referrer (if not set above). Geolocation will be performed on the IP address and the city, state, postal_code, and country fields will be populated, unless you're explicitly setting those parameters in the URL.

Use the  referred_by parameter if you would like to credit another user with this referral. Set this value to the email address or the referral code (whichever value you have access to) of the user to whom you want to give credit for this referral.

Use the custom_event parameter if you would like to record that this user performed a custom event for the purpose of evaluating whether any rewards should be earned. See What triggers a reward? for more information.

If you have added custom questions to your form, these questions cannot be answered using Instant Signup Links. These questions, including any required questions such as consent or reCAPTCHA, will be skipped and the user will be immediately added to your campaign.

Into which status are users added?

If the user does not yet exist when they click the Instant Signup Link - If you have the Double Opt-in feature enabled for your project, the user will be added in the unconfirmed status. If you have disabled the Double Opt-in feature, then the user will be added in the applied status.

If the user already exists in the imported status when they click the Instant Signup Link, then the user will be moved to the applied status, regardless of whether you have enabled the Double Opt-in feature.

Will Instant Signup links trigger emails and webhooks?

Yes. When someone joins your campaign, whether via the Signup Form, an Instant Signup Link, or our API, emails and webhooks will be triggered corresponding to the user's status.

What happens if someone clicks the Instant Signup Link multiple times?

The experience from the user's point of view is the same. They will go do the same place after clicking as described above in the Where do users go after clicking? section.

Behind the scenes, we will update the user's profile if you pass in any new data using the parameters described above. For example, if the first Instant Signup Link they click includes the parameter utm_source=Facebook and the second Instant Signup Link they click includes the parameter utm_source=Email then their profile will be updated to reflect the new utm_source = Email value.

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