All Collections
Forms & Waivers
Forms
Form Opt-In: What is it, how does it work?
Form Opt-In: What is it, how does it work?
Gabby avatar
Written by Gabby
Updated over a week ago

Opt In for Email and/or SMS can be added as a part of Xplor Growth(BrandBot) forms.

Optionally, you may include marketing opt-in selections for email and or SMS. By default, the opt-in language is as listed below but can be customized by adding your text into the fields.

Form Creation / Updates:

New Forms:

  • On new forms, the Opt-In fields are toggled off (not included) by default

  • You may include one or both fields (email and/or SMS)

  • If Opt-In fields are included, form will look like below once published.

Screen Shot 2023-12-04 at 7.17.47 PM.png

Opt In Selections:

  • If opt in field is excluded from a form, the client will default to subscribed in Xplor Growth after completing it.

  • If opt in checkboxes are included on a form and left blank, the clients' opt in status will update (or remain) opted out.

  • If opt in checkboxes are included on a form and selected (one or both), the applicable selections will update to opted in.

Existing Forms:

  • If you update the fields on an existing form to include one or both opt in (email and/or SMS), you must republish the form.

  • If you're using the form embedded in a website, you must replace the embed code with the version that is generated after you republish. Likewise, if you're using an API tool (i.e. Zapier) you must update the webhooks post republish.

  • Zapier documentation has been updated in the Knowledge Base: https://docs.brandbot.com/en/articles/3528412-adding-contacts-using-zapier

To Learn more about Forms, check out this article!

Did this answer your question?