Hi,
I created a custom property checkbox field on the bottom of the form:
I want that everytime a visitor submit the form then he will be unsubscribe from ‘marketing updates’ emails.
If he checks the checkbox he will be subscribe to ‘marketing updates’ emails.
Now I created this workflow and it doesn’t work to update a contact from Unsubscribe to Subscribe:
No (Unsubscribe):
Yes (Subscribe):
When i checked the checkbox it shows me this (opted out instead of opt in):
Please advice why it doesn’t work and what could be the reasons 
Thanks!
Hi @OBetzalel,
Is there a reason that you’re not using the default consent checkbox options? Add data privacy and consent information to your HubSpot form (legacy)
By using a custom property, you have to set up an additional workflow unnecessarily.
Using this default checkbox will automatically take care of what your workflow is doing.
- When a contact checks the box, it will automatically document the opt-in.
- When a contact does not check the box, the subscription status will stay empty. Setting the GDPR options to ‘Legal basis required’ will treat an empty subscription like an opt-out: Manage data privacy settings in your HubSpot account
If you want to go with your workflow, then the issue is likely that an unchecked box is interpreted by HubSpot as empty/unknown, not as ‘No’, similar to this often misunderstood concept: The Information Lab
Best regards
@karstenkoehler Hi, I run into some issue, how can I fix the workflow to make it work that it will know that the checkbox that is checked has a value and it will subscribe the contact? I dont want to turn on the data privacy settings it prevents from the SDRs to send emails (one-to-one) emails - it require them to specify the reason for the subscription.
Thanks!
Hi @OBetzalel,
I just replied to your new thread.
@karstenkoehler Hi, thank you so much for you help my friend.
I turned it on:
The form:
I filled the form:
Doesn’t work:
I was unsubscribe and it was supposet to change me to subscribe..
What can we do?
Hi @OBetzalel,
This is not because of the settings I outlined. What do you see when you click into the History tab of your last screenshot?
@karstenkoehler Thanks my friend, this is the log:
by the way, I would like to change this to “Legitimate interest - Lead”, how do i change this option if someone submits a form? is it possible or by a workflow?:
Hi @OBetzalel,
The log shows that your workflow previously opted out the contact – this is not due to the settings I proposed. I’d recommend testing with a new email address that doesn’t have the weight of your previous configuration.
The text that is automatically stored cannot be changed, no, but updated via workflow, yes.
Best regards
@karstenkoehler Okay, I updated the workflow just to update the Legal basis for processing contact’s data as you recommended.
1. I submitted a form with a new contact on incognito mode and I did not have any subscriptions (When i did not check the checkbox, it didnt change to unsubscribe - it just show that i did not take any actions) - Weird.
After that I went back and submitted the form again and now I’m subscribed:
Now, When I come back and submits the form again and not check the checkbox, and the result is that I’m still subscribed - The contact will need to set this via the unsubscribe preference page? and that will solve it?
Thanks!!!
Hi @OBetzalel,
Not checking the box is not equivalent to being unsubscribed, it means that there is no status. It’s empty.
By enabling the ‘Legal basis requried’ checkbox, HubSpot will however automatically hold back emails to contacts without a status.
I’m not sure what’s happening in your test. It’s very likely that again one of your workflows from your previous configuration kicked in. Check the communication subscriptions (click ‘View subscriptions’, then check the ‘History’ tab).
If you don’t check the box: opt status is ‘not opted’.
If you check the box: opt status is ‘opted in’.
