SUBSCRIPTION PREFERENCES

[GEORGEFORSYTH]

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 

[Jnix284 · Accepted solution]

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!

[GEORGEFORSYTH]

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

[Jnix284]

You're welcome @GEORGEFORSYTH, happy to help!