Use Forms for a Permission Pass
- Navigate to Admin | Configure Fields | Prospect Fields.
- Click + Add Custom Field.
- Name the field Opt in, and fill out the remaining form fields.
- From the Type dropdown, select Radio Button, and enterOpt in for the value.
- Create a form that contains the new field.
- Send a list email that includes the link to the form to ask prospects to opt in to your list.
- To remove prospects that haven’t responded or opted in, create and run an automation rule with the following criteria.Prospect list [is member of][email list name].Prospect custom field [isn’t][Opt in].Completion action: Change prospect default field [Do Not Email] to [Do Not Email].
- Prospect list [is member of][email list name].
- Prospect custom field [isn’t][Opt in].
- Completion action: Change prospect default field [Do Not Email] to [Do Not Email].