Email Marketing Tool

GEORGEFORSYTH
Member

SUBSCRIPTION PREFERENCES

SOLVE

HI All 

 

 

 I want to create a SUBSCRIPTION PREFERENCES BUTTON that would feed back the input information back into the CRM.

For examples ;

 

Email me only 

I prefer text or  wats app 

happy to be called 

 

This will give our sales and appointment setting team the best opportunity to make contact with leads / prospects 

1 Accepted solution
Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

SUBSCRIPTION PREFERENCES

SOLVE

Hi @GEORGEFORSYTH 

 

To provide this info to your sales team, the best option would be to create a custom property.

 

You could then use that custom property in a form that is triggered when the user clicks the button.

 

Then you'll add the results of their choice to the contact record by making it visible for your sales team.

 

Happy to help if you have questions getting this configured!

 

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

View solution in original post

3 Replies 3
Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

SUBSCRIPTION PREFERENCES

SOLVE

Hi @GEORGEFORSYTH 

 

To provide this info to your sales team, the best option would be to create a custom property.

 

You could then use that custom property in a form that is triggered when the user clicks the button.

 

Then you'll add the results of their choice to the contact record by making it visible for your sales team.

 

Happy to help if you have questions getting this configured!

 

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

GEORGEFORSYTH
Member

SUBSCRIPTION PREFERENCES

SOLVE

Thanks Jenifer really appreciate your time, let me see if thats easy enough for me to do.

Jnix284
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

SUBSCRIPTION PREFERENCES

SOLVE

You're welcome @GEORGEFORSYTH, happy to help!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

0 Upvotes