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Anonymous
December 14, 2016
Question

Opt-in field checkbox on Form

  • December 14, 2016
  • 1 reply
  • 7789 views

Hello, i have struggled long time with this and nothing has yet worked smoothly:

We have 3 ways to double-opt-in for Newsletter:

- Direct opt in form on website (works fine)

- OptinMonster form (works fine)

- Custom field "opt in" (checkbox) below any other form (using its own campaign). Here is the problem:

When i add a trigger "fills out any form" and then a filter "data value changed" - "opt in" field set to "true", it still will fire the campaign even if the field wasn´t checked.

Should i use a trigger "data value changes" instead? But then it would also do it when i merge leads or manually edit the lead, right?

If i select a filter with only the custom field "opt in" = "true" then it would just run the campaign if an already opted in user fills out the form, right?

How are you doing it? What am i missing?

I´ve checked several posts but haven´t found this specific problem.

thanks for any suggestions!

Michael

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    1 reply

    Dan_Stevens_
    Dan_Stevens_
    New Participant
    December 14, 2016

    You'll need to modify this somewhat.  What you have here won't affect any new leads that enter your system since you have "ALL" as the rule logic for the filters; and "Data Value Changed" does not apply for new leads (only existing leads).  So change the rule logic to ANY:

    And add in the "Lead is Created" trigger:

    Josh_Hill13
    Josh_Hill13
    New Participant
    December 14, 2016

    This is correct, however, Lead is Created is dangerous in high vol systems.


    I might suggest a DVC trigger instead of Fills Out Form.

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