Creating a Marketing Opt-in Checkbox

You can create a customer opt-in checkbox for your marketing platforms, including both email and sms marketing.

• Email

• SMS

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Email

When placing a form checkbox on your page, under the Settings for the checkbox place: doNotSellName in the element’s “Name” input.

When selected by a customer and order is imported into the CRM a “DoNotSellName” field will be visible in the customer’s record in the CRM.

SMS

When placing a form checkbox on your page, under the Settings for the checkbox place: contactOptIn in the element’s “Name” input. When selected by a customer and order is imported into the CRM a “Contact By SMS” field will be visible in the customer’s record in the CRM.