OPT-IN FORMS – ADVANCED CONFIGURATION

Aside the pre-made templates, You can also add other input fields in the Opt-in forms and feed them to CRM.

Adding new fields #

From the CRM/Forms tab, click on the Action dropdown of your particular form and select Edit Form.

You will be redirected to a form editor, you can add a new input field by clicking on the plus icon beneath any field.

Add fields to the CRM feed. #

From the CRM/Forms tab, click on the Action dropdown of your particular form and select Edit Integration Settings.

All the other CRM fields including the CRM custom fields will be available for mapping below the basic field mapping. The left sidebar is CRM fields and the right sidebar is user-submitted data from the form. Click the arrow-down sign to see all the mappable field items.

The “Other Fields: will have all other advanced CRM fields including the custom fields. Map accordingly.

Check the checkbox “Enable Double Option for new contacts” so that CRM will send a double opt-in email to the user as soon as the form is submitted. This is a required step for GDPR compliance if you are from the EU. We strongly recommend enabling this even if you are not from the EU to avoid spammers and fake emails. This will keep your email list clean.

Enable Conditional Logics if you want the feed to be triggered once a certain condition is matched.

Now click on Update CRM Feed.