What is Form Opt-In?
Form Opt-In is the functionality to be able to collect a statement of consent from your audience using a Convertr Form.
How does this work on the Convertr Platform?
As part of best practice, Convertr has made it easy for our users to gain a clear and specific statement of consent from their audience when using the Convertr Form Builder for data capture:
All Convertr forms include opt-in boxes by default, so anyone creating a form in Convertr will automatically have the technology they need to gain and record a positive opt-in every time.
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How it Helps |
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Creating/Editing A Form to Add Opt-In
Please note: the default text links to Convertr Privacy Policy – anyone using the Form Builder to gain consent will need to change this link to their own privacy policy.
Prerequisites
You will need to create a campaign with a form which will contain the opt-in field (see Creating/Editing A Form for more on form building).
Adding and Editing the Opt-In Form Type
Add a field to your form and change the type to Opt-in.
Customising the Opt-In Checkbox Text
Click the Edit Options button on the form block to bring up a modal which will allow you to edit the main opt-in checkbox.
The text can be changed by editing the content on the right of the terms box. You can add/edit your own privacy link by wrapping your desired copy in an HTML link tag, as shown below.
Customising the Contact Method Label/Title
Click the Edit Options button on the form block to bring up a modal which will allow you to edit the contact method label/title.
Edit the text to the right of the contact_choice input to change the label or title, or click the cross to remove this label/title.
Customising the Contact Method Checkboxes
Once your opt-in type has been added to your form, you will be able to see 4 contact methods added by default (email, tel, sms, post).
To customise these options, click the Edit Choices button on the opt-in form block. This will bring up the Choice Editor modal which will allow you to add new options, edit the value and labels of options, re-order options and remove options.
