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How do I obtain an email opt-in from my leads and customers through a webform?

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When you intend to create leads and contacts through a webform, you can also request the GDPR compliant consent in the same webform. Insert the Email Opt-in field in the webform to send them the double opt-in in the email.

Follow these steps to insert the Email Opt-in field in a webform:

  1. Log in to your CRM account.
  2. Click the User Menu on the top right corner of the CRM screen.
  3. Click Settings. You can access Settings only if you are an Admin user.
  4. Select Webforms under Automation.
  5. Click +Add Webform.
  6. Select Contacts from the Primary Module drop-down and fill out other details to create the webform.
  7. Go to the Contacts Field Information section.
  8. Type Email Opt-in under Add Fields and select the field. 

Optional steps: 

  1. Click the Edit icon beside Email Opt-in in the Field Name column.
  2. Change the field name to a descriptive phrase such as 'Allow me to send marketing emails.' or 'Subscribe to email newsletter'.
  3. Click the checkmark.
  4. Enable the checkbox beside the Email Opt-in field to make it mandatory. 

Note: Users cannot submit a webform before filling the mandatory fields.

  1. Click Save.
  2. Click the Get form code button on the top right corner.
  3. Copy the code by clicking Copy to clipboard.
  4. Embed the code to your website. 

When a user fills the webform, his details get stored in the CRM as a lead or a contact record. If they enable the Email Opt-in checkbox, then the Email Opt-in field in their contact record is set to Single opt-in (webform).

Note: When a customer submits a webform and does not enable the Email Opt-in checkbox, then the Email Opt-in field is set to ‘None’.

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