Opt-in Checkbox in Web Forms | Online Help - Zoho CRM

Including Opt-in Checkbox in Web Forms for Consent

You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new form.


Step 1 - Create a Consent/Opt-in field in your Zoho CRM account.

First, create a checkbox type field that will store the consent information. See Also Create Custom Fields

  1. Go to Setup > Customization > Modules and Fields.
  2. Click the desired module and choose a layout.
  3. From the New Fields Tray on the left, drag and drop the checkbox field type into the desired module section on the right.
  4. Name the field and define the Field Properties as required for the field.
  5. Click Save.

Step 2 - Include that field in your web form and generate the form's code.

Drag and drop fields to build a form and generate the code for the web form. See Also Set Up a Web Form

  1. Go to Setup > Developer SpaceWebforms.
  2. In the Web Forms page, choose the Module from the drop-down list.
    The existing web forms for the selected module will be listed.
  3. Click Create Web Form or choose one of the existing forms to edit.
  4. Under the Fields List tab, click on the checkbox field that you created and drag & drop it in the form builder.
  5. Save the changes and generate the code.
  6. Copy the code to publish it in your website.

Step 3 - Publish the form in your web page.

The final step is to use the new code for the web form and publish in the website. You can edit the text for the field in the form's HTML code but make sure the  name value is not changed as this value is used to capture data from the web form and pass it on to the Zoho CRM.


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep Resources

                                Zoho DataPrep Demo

                                Get a personalized demo or POC

                                REGISTER NOW


                                  Design. Discuss. Deliver.

                                  Create visually engaging stories with Zoho Show.

                                  Get Started Now











                                                        • Related Articles

                                                        • Web Forms - An Introduction

                                                          Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy to design and publish ...
                                                        • Consent Management

                                                          Zoho CRM's consent management settings helps you get consent from your prospects and customers. We provide a system where you can customize the consent form, include it in your email templates, set consent related preferences, and most importantly, ...
                                                        • Setting up Web Forms

                                                          Creating a web form involves three steps:  Building the form  - Drag and drop fields to build a form and format it easily with the WYSIWYG editor.  Specifying the form details  - Add details such as form name, landing page URL (where the visitor ...
                                                        • Web Forms

                                                          Capture visitor information directly from the website using Web Forms Help guide Web Forms - An Introduction Setting up Web Forms  Including Opt-in Checkbox in Web Forms for Consent
                                                        • Auto Response Rule for Web Forms

                                                          When a business invites enquiries from prospects via their website, the details of these prospects are recorded and tracked within the CRM. The next step is to follow up with these prospects in hopes of closing a sale. While it is indeed important to ...

                                                        Resources

                                                        Videos

                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                        eBooks

                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                        Webinars

                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                        CRM Tips

                                                        Make the most of Zoho CRM with these useful tips.



                                                          Zoho Show Resources