Lead Capture Tools

SBlocq
Contributor

Progressieve field for opt-in

SOLVE

In many instances, you can establish a logic wherein form fields are replaced with progressive fields if they've been submitted previously. However, this doesn't apply to the opt-in consent field.

 

I'm seeking a method to display the newsletter opt-in in forms exclusively to those who haven't subscribed yet, as I aim to keep the form as concise as possible.

 

Do you have any suggestions on how to achieve this?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Progressieve field for opt-in

SOLVE

Hi @SBlocq,

 

You would have to create a single checkbox property for this - and use a contact-based workflow to maintain this property. (This means that this would require a Professional subscription.)

 

One workflow would have to look at the subscription status and, if it's an opt-in, also set the checkbox property.


A second workflow would look at the checkbox property and use the "Manage communication subscriptions" workflow action to update the opt-status.

 

That would be the only way to use consent with a progressive logic - with a single checkbox property as a proxy. The actual consent checkboxes cannot be made progressive.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Progressieve field for opt-in

SOLVE

Hi @SBlocq,

 

You would have to create a single checkbox property for this - and use a contact-based workflow to maintain this property. (This means that this would require a Professional subscription.)

 

One workflow would have to look at the subscription status and, if it's an opt-in, also set the checkbox property.


A second workflow would look at the checkbox property and use the "Manage communication subscriptions" workflow action to update the opt-status.

 

That would be the only way to use consent with a progressive logic - with a single checkbox property as a proxy. The actual consent checkboxes cannot be made progressive.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
SBlocq
Contributor

Progressieve field for opt-in

SOLVE

Thanks, Karsten, that seems logical. Had hoped there was a more simple way, but this will also do the trick. 

0 Upvotes