Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Creating a true e-mail preferences center

The e-mail subscription management options available out of the box with Infusionsoft are limited because they do not show current subscription status.

Traditionally, Infusionsoft users use tags to track someone's e-mail subscription. However, if we use a custom field to track subscription status, we can build a web form that operates like a true e-mail preference center.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and in a new campaign. In addition to this, we also want to have a dropdown-type custom field created to track an e-mail subscription status with two values: Yes and No.

How to do it...

  1. Drag out a web form and rename it accordingly:

  2. Double-click on the web form to edit it.

  3. Remove all fields from the form.

  4. Add a Logo and Title snippet; update the text to indicate that this is an e-mail preference center:

  5. Using the Field Snippets tab, drag out a Hidden field.

  6. Using the Which Field dropdown, select Email; leave...