Configuring opt-in fields

Gathering and recording permission to contact supporters in future is a very important aspect of almost all your action forms. The right way to present these options will depend on your organisation’s choices and data flows. Campaignion offers a lot of flexibility to configure these fields in a way that works for you - this Help Centre article will explain the options.

For ideas and case studies on tested best practice, see our report on how to optimise your forms for active opt ins.

Opt in language and approach are legal decisions for your organisation to make, but we’re happy to advise on implementation of your decisions - do contact support if you want help with this, or to check that your configurations match your intentions.

Campaignion has three specialised types of opt in fields: email, post and phone. This article covers all three. We recommend that you use these dedicated field types when collecting opt in/outs as they allow you to store opt in/out data which will help with your GDPR compliance.

Jump to phone and post fields

Email newsletter field     2018-05-23_Demo2-Email_newsletter.png

The email newsletter field can be dragged and drop from the list of all available fields on the right of the form wizard step.

If you have an email marketing integration set up in your Campaignion, this field allows you to configure how this form will communicate with your mailing tool.

Please note that if you are not using any email marketing integration then not all of these settings will be available. The email newsletter field will largely behave like a normal checkbox field, however it allows you to keep a record of the user’s opt in statement.

One of your key decisions here will be whether to go for a checkbox or radio buttons. The options, and language you use, will depend on this initial decision.

Properties

2018-05-23_Demo2_-_EmailNL-Properties.png

Title

describes the field. Its display settings can be set on the Display tab.

Form key

is the internal identifier of the field type (ie not visible to the end user of the form). The form key of the email newsletter field can be edited on each form while clicking on the Edit orange link. Unlike all other keys of form field, the key used does not influence the email marketing integration.

Description

The text entered in this field will be displayed to the user - usually below the checkbox/radios, or as an extra box over the field, but this depends on your theme design.

Default state

If you switch the default state to on:

  • for checkboxes, the checkbox will be pre-ticked
  • for radios, the option corresponding to "Yes" will be ticked

Please be aware that a pre-checked checkbox or pre-selected ‘Yes’ radio are unlikely to be GDPR compliant opt-ins.

Opt-in statement

This allows you to save the statement to which the supporter agreed - this means you will have a record in Campaignion of the date and time someone subscribed, and the statement that they agreed to. Copy into this field a summary of the language used. For example, you can add the title of the field, followed by the description of the checkbox or radio options. Or you can add the entire opt in statement that the users are agreeing to.

The contents of this field will not be visible to users. It is purely for your record keeping.

No (radio) is taken as opt-out

This toggle is only displayed if you’re displaying this field as radio buttons. It defines what will happen if No is selected.

If you want users who select No to be unsubscribed from mailing lists, then select ON. If you don’t want this to happen (ie for subscription preferences not to change), select OFF. Make sure the language on your form and field labels make it really clear what will happen. You can use an expanding description field to help with this (see this article for more details).

When this option is toggled ON, you’ll get an additional option below, where you can choose whether supporters should then be unsubscribed from all lists Campaignion is aware of, or only from the one(s) selected in the Lists tab. The default is to unsubscribe users from all lists, so do make sure to select OFF if you only want people to be unsubscribed from specific lists!

2018-05-23_Demo2_-_EmailNL-OptOut.png

Display

Display the newsletter opt-in as ...

The most important setting here is the switch between the field being displayed as a checkbox or as radios.

2018-05-23_Demo2_-_EmailNL-DisplayCheckbox.png 2018-05-23_Demo2_-_EmailNL-DisplayRadios.png

Depending on this settings, either the label of the checkbox or the labels for the radios appear, and have to be edited. Make sure the language matches the settings you’ve chosen in Properties.

Label

This option triggers the visibility of the title. Choose above to display it above the checkox/radios. Choose none not display any title for the field. This can be useful if you’re using a markup field for your opt in statement (but if you’re doing this, remember to copy your statement into the Opt-in statement area too). Never use inline with one of the standard Campaignion themes, as it will break your styles.

Private

Check this box if anonymous (not logged in) users should not see this field. This option is useful in combination with conditionals or if the supporters should not be able to select a value here. Logged-in users (typ. administrators or editors) will still be able to see the field in the form and edit its value! Also, remember that private fields cannot be pre-filled and won't store the default value.

Wrapper CSS classes and CSS classes

You might be required by support to enter a class into one of these fields. For general cases however, these fields should remain blank.

Lists

2018-05-23_Demo2_-_EmailNL-Lists.png

Newsletter

Here you can select which mailing list(s) people should be subscribed to via this field. The opt-in will be valid for these list(s) only. Remember, if you choose for no to mean opt out (using radio buttons), the opt-out can be active for these list(s) or all email lists, depending on the settings chosen at the bottom of the Properties tab.

Double opt-in

If you want your email provider to send an opt-in confirmation email, check the radio field at the top. The contents of this email will need to be configured in your email tool. If however you don’t want to send a double-opt in email, or if you want to send it from Campaignion (see the email stage of your form setup), then check the last radio Included in this form....

Welcome email

A welcome email can be sent automatically for new subscribers if your email tool supports this functionality. This will need to be set-up within your email tool.

Validation

2018-05-23_Demo2_-_EmailNL-Validation.png

As for nearly every field, the newsletter subscription field can be set to required. This is especially useful in combination with radio buttons, where the supporter has to respond one way or the other in order to submit the form. Be careful using this setting for checkboxes, as requiring an opt-in is likely not GDPR compliant. If the requirement of the field should be triggered via conditionals, then the field must be set to required by default.

Phone and post opt-in fields

The phone and post opt-in fields can be dragged and dropped from the list of all fields with 2018-05-23_Demo2_-_PhoneOI.png for the phone opt-in field and 2018-05-23_Demo2_-_PostOI.png for the post opt-in field.

Again, with these fields the first important decision is whether you will manage them as checkboxes or radios.

Note that the post opt-in field replaces the previous "direct mail newsletter" field.
These fields both work in the same way, so we’ve used the phone opt in as an example below.

Properties

2018-05-23_Demo2_-_PhoneOI-Properties.png  2018-05-23_Demo2_-_PhoneOI-PropertiesRadios.png

Title, Description, Opt-in statement

The options here match email newsletter subscription field described above.

Form key

The form key of the phone and post opt-in fields are important for their functionality. If the form key is not phone_opt_in or post_opt_in any longer, then the corresponding value won't be added to or displayed in the supporter record.

Default value

The default value of the opt-in can be selected here, either to not selected, opt-in, no change or opt-out. Make sure to select a value that matches the other settings of the opt-in field!
NB - it isn’t possible for a checkbox to trigger an opt out.

Invert the checkbox

If you select a checkbox for this field, you have the option to Invert the checkbox. This enables a checked checkbox to represent a No, i.e. not an opt-in, but a no-change. In this case, an unchecked checkbox represents an opt-in, and a checked checkbox a no change.

No (radios) is taken as opt-out

For the radio buttons (right picture above), there is an additional option to consider a No as an opt-out. (The default behaviour would be that a No does not trigger any changes.) This option is not available for checkboxes. For more details, have a look at the settings for the email newsletter field above.

Display, Validation

These settings are similar to the email newsletter field settings described above. Make sure that the labels match the behaviour that you’ve set up in Properties.

Impact on conditionals

Campaignion allows you to set up conditions for the display of individual fields. Bear in mind that if you change the properties of a field (especially what No means), then any conditions associated with that field may no longer work. So always review any conditions if you make changes to fields after setting them up.

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