Email Opt Out?

  • Resolved Brode

    (@techonespiritinterfaithorg)


    12 years ago

    Thank you for this wonderful plugin! What a difference not to have to hard-code these forms from now on.

    Is there a way to include the Email Opt Out field so that we may capture people’s mass mail contact preferences? I’ve tried adding the API name for the field, HasOptedOutOfEmail but opting out on the webform does not pass through to the Lead record in salesforce.

    Thanks in advance.

    https://wordpress.org/plugins/salesforce-wordpress-to-lead/

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author Nick Ciske

    (@nickciske)

    12 years ago

    Did you put in a value on your checkbox? e.g. 1 ?

    A checkbox with no value does nothing.

    Thread Starter Brode

    (@techonespiritinterfaithorg)

    12 years ago

    Thanks Nick. I tried adding 1 to the value field of the checkbox (as well as ‘TRUE’). Neither worked.

    Email Opt Out is a standard Salesforce field on the Lead record; am I only allowed to add custom fields (ending with __c) ?

    Plugin Author Nick Ciske

    (@nickciske)

    11 years, 11 months ago

    Any “lead” field should work as long as it’s named correctly and has the value SF expects.

    Here’s the code as output by the SF form builder:

    <label for="emailOptOut">Email Opt Out</label><input id="emailOptOut" name="emailOptOut" type="checkbox" value="1" /><br>

    As long as your field name is emailOptOut (capitalization is important) and your checkbox has a value of 1, it should get transferred to SF like any other field.

    But, this particular field has default security settings that make it hidden from most users, so you may need to adjust those to even see the field in the lead detail view (even after your edit the layout to add it).

    See:
    https://success.salesforce.com/answers?id=90630000000gkL4AAI

    https://help.salesforce.com/HTViewSolution?id=000004203&language=en_US

    Thread Starter Brode

    (@techonespiritinterfaithorg)

    11 years, 10 months ago

    That did it Nick. The name I was using came from the Customize>Leads>Fields interface in Salesforce, but the one you presented (from the SF Form builder) works great!

    Thanks!

Viewing 4 replies - 1 through 4 (of 4 total)

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