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 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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        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 needs to ...
                                                                                          • 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
                                                                                          • Working with Zoho Forms Integration

                                                                                            What are Zoho Forms? Using Zoho Forms, you can easily build an online form for all your business needs. Create and customize the form, add the required fields and send it to your customers thus facilitating data collection. It allows you to capture ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



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


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


                                                                                            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