Use opt-ins to help manage your email database and understand more about your recipients.
To add an opt-in to a form, you first need to create the opt-in
How to add an opt-in
- Open the form
- Click Add field → Opt-in & terms
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Click the opt-in you want under Single opt-ins or Double opt-ins to add it to the form. Forms use single and double opt-ins only.
- Click the opt-in field on the form. If the opt-in is required, turn on the Required toggle. Double opt-ins are added with Required already on.
- Continue to customise the form
Opt-ins and brands
If your account has more than one brand, each opt-in belongs to one brand. A form can only use opt-ins from its own brand, and it can't be published while it has an opt-in that isn't in its brand.
If you change the form's Brand under Settings, Upsales asks what to do with each opt-in on the form: pick one of the new brand's opt-ins to replace it, or choose Remove from form. Only administrators can change a form's brand.