topic Re: Adding a marketing email checkbox to a form in Lead Capture Tools

Adding a marketing email checkbox to a form

indyandi — Thu, 07 Mar 2024 17:15:33 GMT

I will be releasing a whitepaper soon and am creating a form that I will embed on my website for people to fill out to download the document. I would like to add a checkbox at the bottom of the form for people to opt into my monthly marketing email. I have not been able to find instructions on how to do this. Can anyone point me in the right direction?

Re: Adding a marketing email checkbox to a form

karstenkoehler — Thu, 07 Mar 2024 17:27:37 GMT

Hi @indyandi,

You can add this in your form via the left sidebar:

Once you select an option, a pre-configured text will appear on the right which you can configure by clicking into it.

In the dropdown, make sure the correct subscription type is selected:

If you're not seeing a suitable one, you can create one by following these steps:

https://knowledge.hubspot.com/marketing-email/set-up-email-subscription-types

In lists, you can then filter for contacts who checked the box here:

Best regards!

Re: Adding a marketing email checkbox to a form

indyandi — Thu, 07 Mar 2024 17:29:48 GMT

Thank you, Karsten. I will give that a try!

Re: Adding a marketing email checkbox to a form

indyandi — Thu, 07 Mar 2024 17:35:31 GMT

@karstenkoehler that worked! Is there a way to automatically add them to an existing list if they check the box?

Re: Adding a marketing email checkbox to a form

karstenkoehler — Thu, 07 Mar 2024 17:39:54 GMT

Happy to help 🙂 Yes @indyandi by applying the list filter from my last screenshot.

Re: Adding a marketing email checkbox to a form

indyandi — Thu, 07 Mar 2024 17:49:50 GMT

I am not seeing the List option. When I am in the options for the Data Privacy and consent option, I just see options to change the text. Am I missing something?

Re: Adding a marketing email checkbox to a form

karstenkoehler — Thu, 07 Mar 2024 17:56:53 GMT

@indyandi when you're editing your existing list or creating a new one, you can filter for those contacts as per my last screenshot - it's not a forms option.

Re: Adding a marketing email checkbox to a form

LBamberger — Fri, 10 May 2024 23:44:54 GMT

is there an easy way to make this opt-out instead of opt-in?