Opt-In and Opt-Out FormsSOLVE
May 14, 2018 2:56 PM - edited May 14, 2018 3:56 PM
Hi All -
So I am trying to set up our forms with the opt-in and opt-out option. I honestly thought it would be a little easier than it is (which could simply be user error on my part). I created a workflow that, when someone clicks they do not want to receive email, then are added to our Do Not Send list. However, if they re-opt-in (for example, later fill out a form and say they DO want to receive email), they are not removed from this list.
What am I doing wrong? Also, am I missing something really obvious about how to do this? I was hoping there was a way to have Opt-Out tie into the Opt-out on the Contact Record (Under Actions) but don't see that option available.
NEW: In addition, I am confused how (or if I can) add a link to my email Subscription Types to a form, for example.
Thank you for your help!
Solved! Go to Solution.
May 14, 2018 4:33 PM
I think this will become easier when HubSpot releases their revamped email preferences system as a part of their GDRP measures.
The new system will, I understand, fully support opt-in, whereas the current system only really supports opt-out.
I'm sure you can rig it along the lines you've been trying, but you might be better to wait.
If you have already read it a dozen times, here's the info on GDPR updates: https://www.hubspot.com/data-privacy/gdpr/product-readiness