Can't get double opt-in via list subscription from profile to work

[ctarascio]

Hi,
   We just upgraded to 2.1.1 a few days ago. One of the new features we were waiting for was the ability to both send a confirmation request when a person signed up for a group via a profile form AND, at the same time, to collect and record all the information in the profile form (not just the email address). It is my understanding that both of these features were to be made possible by the fix in CRM-2861 : http://issues.civicrm.org/jira/browse/CRM-2861.

1.    I created a Profile with the following fields: email address, first name, last name, gender and group(s). Each field has
       visibility=Public User pages. The profile is NOT associated with a specific group.
2.    I created a "mailing list" group with visibility=Public user pages
3.    I sent a test email to myself with the following link: https://sitename/civicrm/profile/create?reset=1&gid=10
4.    When I click on the link and enter all the information on the form, I get a message that says "Thank You. Your information
       has been saved"

So I have 2 questions:
1. Is there any way to do the above but have a confirmation email sent out before the person is added to the group? I thought this was
    the intention for the fix but perhaps I misunderstood
2. Regardless of whether or not a confirmation email can be sent: is it possible to "tweak" the url in such a way that a specific public
   group will be displayed instead of all public groups? There was reference to this in the Jira post: "there should still be a URL filter that
   you can apply (lobo said group_id) to limit the listings as the current subscribe form does."

Any help much appreciated.

Thanks,
Cynthia

[petednz]

Hi Cynthia - probably just a naive question but this isn't an issue of whether you are receiving the email and clicking on the link as a logged in person or not, is it?

[ctarascio]

Hello peterd,
    I am not sure I understand your question so please forgive if my response does not answer it. I am testing this as an anonymous user who has, I believe, the appropriate permissions, so I am not logged in. I get the original email just fine. This is the email that is asking if I want to subscribe to a group. When I click on the link in that email, I get the profile form. When I submit that form, I am automatically added to the group that I have chosen. No confirmation is sent and that I what I am expecting.

I hope this makes it clearer.

Thanks,
Cynthia

[Donald Lobo]

we'll do a QA of the issue (CRM-2861) and report back by tomorrow

lobo

[Yashodha Chaku]

Cynthia,

1. Is there any way to do the above but have a confirmation email sent out before the person is added to the group? I thought this was
    the intention for the fix but perhaps I misunderstood

To get profile groups act as double-opt mailing list subscription, you need to enable CiviMail. Have you enabled CiviMail ?

2. Regardless of whether or not a confirmation email can be sent: is it possible to "tweak" the url in such a way that a specific public
   group will be displayed instead of all public groups? There was reference to this in the Jira post: "there should still be a URL filter that
   you can apply (lobo said group_id) to limit the listings as the current subscribe form does."

I don't think this filter is available for mailing list subscription using profile. You can use this for CiviMail subscription
eg: http://drupal.demo.civicrm.org/civicrm/mailing/subscribe?reset=1

or http://drupal.demo.civicrm.org/civicrm/mailing/subscribe?reset=1&gid=2

[ctarascio]

Hello Yashodha,
   Thank you for responding.

1. Yes, we have CiviMail enabled

2. I am aware of the 2 links you provided. The problem is that they only allow the contact to enter an email address and select a group(s). They do not allow the contact to enter additional contact information (like name and address for example) and that, I thought, was one of the purposes of the fix in CRM-2861.
   I thought that the fix in CRM-2861 would provide 2 things: 1. the ability for a contact to enter additional contact data along with the email address and 2. the contact would receive a confirmation email. If the contact replied to the confirmation email, only then would they be added to the group and the information they submitted in the profile saved. Until then, they would have some sort of "pending" status.

   Am I misinterpreting the purpose of the fix in CRM-2861?

Thanks for your help,
Cynthia

[ctarascio]

Hello,
   lobo had said that a QA of crm-2861 would be done and I am hoping that will still happen because this is an important feature for us. One that we were waiting for in 2.1. Minimally, I would like to know if I mis-interpreted the purpose of the fix.

Thank you,
Cynthia

[Donald Lobo]

we are a bit busy this week (consulting gigs), so will get back with a detailed report and what will be fixed in 2.1.2 by the latter part of this week

lobo

[ctarascio]

Thanks a bunch lobo 

Cynthia

[Yashodha Chaku]

Hi Cynthia,

There was some discrepancy in the code where it checked for "access CiviMail" permission instead of "enabled CiviMail". Thanks for pointing towards this, the patch is :

http://fisheye.civicrm.org/changelog/CiviCRM-2-1/?cs=17756

-Yashodha

[Dave Greenberg]

Hi Cynthia - Some answers / clarifications below ...

   I thought that the fix in CRM-2861 would provide 2 things: 1. the ability for a contact to enter additional contact data along with the email address and 2. the contact would receive a confirmation email. If the contact replied to the confirmation email, only then would they be added to the group and the information they submitted in the profile saved. Until then, they would have some sort of "pending" status.

   Am I misinterpreting the purpose of the fix in CRM-2861?

With the bug fix referenced by Yashodha, the behavior should be as follows:
* Contact is created
* Contact is added to selected group or groups (ones that they "check") in PENDING status and confirmation request email(s) are sent to them
* If they reply to confirmation request, their group status is changed to ADDED

Note that there is no Pending status at the contact record level, only at the group level.

2. Regardless of whether or not a confirmation email can be sent: is it possible to "tweak" the url in such a way that a specific public
   group will be displayed instead of all public groups? There was reference to this in the Jira post: "there should still be a URL filter that
   you can apply (lobo said group_id) to limit the listings as the current subscribe form does."

This functionality was not implemented for 2.1 - and after a review today to see what it would take to push it into 2.1 we determined that the changes were too widespread to do it comfortably. :-(

I've created a new issue for this functionality scheduled for 2.2: http://issues.civicrm.org/jira/browse/CRM-3763

[ctarascio]

Hello again Yashodha,
    First, I applied the patch manually by editing the form.php file. When I tested the fix, the same behavior occurred: no confirmation email gets sent and the person is automatically added to the group. Then, we replaced the entire form.php file with: http://fisheye.civicrm.org/browse/~raw,r=17756/CiviCRM-2-1/CRM/Profile/Form.php. Still, the same behavior occured.
   I tested this on the demo and the problem can be replicated there. My profile on the demo is called "Test Subscription", gid=6. My group is called "Subscription mailing", gid=12. I used this link to access the profile: http://drupal.demo.civicrm.org/civicrm/profile/create?reset=1&gid=6.
   Perhaps I am doing something wrong, but I don't know what it is. Can you help again please?

Thanks,
Cynthia

[Yashodha Chaku]

Cynthia,

This seems to be working fine with my local install. Since you donot get mails from demo, you won't be able to get the "Subscription Confirmation Request" and "Subscription Activated" emails. Yet you will be able to see the group status AS pending (by Email). Check http://drupal.demo.civicrm.org/civicrm/profile/create?gid=9&reset=1

Can you check whether the patch has been applied properly.

HTH
-Yashodha

[ctarascio]

Hello Yashodha,
   We are positive we have applied the patch correctly. I just tested again and got the same results: no confirmation email is sent: the subscriber gets immediately added to the group.
    Do you think it is possible that this issue is related to the "corrupt profile issue"? http://forum.civicrm.org/index.php/topic,5329.msg23411.html#msg23411.
    We will try to debug on our end but any suggestions you have would be much appreciated.

Thanks a lot,
Cynthia

[Yashodha Chaku]

There was an issue ( http://issues.civicrm.org/jira/browse/CRM-3749 )  with profile during upgrade,
can you check the attached sql file in the issue.

HTH
-Yashodha