Infusionsoft GDPR Opt-in Form Integration

Note : GDPR features were added in OptimizePress version 2.5.14 - you must be using this version or higher to make these features available to you.

Our GDPR functionality for Infusionsoft opt-in forms allows you to show up to 2 checkboxes on your OptimizePress opt-in forms when integrating with Infusionsoft

Through our special integration, we will pass through the status of the checkbox to a custom field in Infusionsoft to allow you to segment your audience based on this data.

This guide will show you how to setup your custom fields and form to integrate with OptimizePress.

Setup Custom Fields

The first step is creating your custom fields inside OptimizePress to track the GDPR checkboxes status from your forms.  You will only need to do this once per Infusionsoft account that you integrate with.

First, go to the main Infusionsoft admin menu and select Settings:

From the main Admin Settings screen you need to find the custom fields section and select "Contact" from the dropdown to modify the Custom fields related to contacts inside Infusionsoft. Once you have selected this, click "Go"

Create Your Custom Field Header

To keep your fields organised and allow you to see this data more easily in the future, we recommend first creating a GDPR tracking custom header in your custom fields.

From the dropdown on the Custom Fields screen, select "Header" and then Click "Add".

You will need to enter a name for your Header (we recommend "GDPR Tracking") and then add this to the "Custom Fields" tab.

Remember to click "Save this Header" when you are happy with your settings.

Create Your Custom Fields

You now need to create the custom fields which will store the consent information from your opt-in forms.  You can then use ths information later to segment your audience and ensure you only communicate offers and marketing with people that have consented to it.

You will need to create 3 custom fields in total.  You can call them what you want, but we recommend the following names.  (Note: If you only plan to use 1 consent checkbox you can just create the first consent field and the notes field)

  • GDPR Consent 1 
    • This will store "yes" if the subscriber has checked the checkbox. It will store "no" if they do not check the box. If  form  is not shown (with Non-EU settings active) the field will store "not-shown"
  • GDPR Consent 2 
    • This will store "yes" if the subscriber has checked the checkbox. It will store "no" if they do not check the box. If form is not shown (with Non-EU settings active) the field will store "not-shown"
  • GDPR Consent Notes: 
    • This will store the text on your button and the privacy messages from your checkboxes. Please note that there is a character limit imposed by Infusionsoft so some data may be missed if your privacy message is lengthy

Here's how to create a custom field:

First select "Field" from the first dropdown and click "Add".

Next you can complete the options as detailed below:

Save the field and then add the other fields as detailed above.  Once you have added all fields it should look something like this on your field listing screen:

You have now created all fields needed for tracking your GDPR consent inside Infusionsoft. 

Setup Your Infusionsoft Web Form

In order to integrate with OptimizePress, you need to create a web form inside an Infusionsoft Campaign.

Inside your chosen campaign, you need to add a new "Web Form Submitted" element.  Drag the Web Form Submitted element to your campaign canvas and give it an appropriate name you will recognise later:

You now need to edit your form design and add the custom fields you have already created.  To do this, edit your form and select the "Field Snippets" tab and then drag in one of the "Other" elements

When you insert this into your form you will be prompted to select the field to link to.  You can now select each of your GDPR fields and add them to the form:

Remember to add all fields you created but DO NOT make these required.

The final form should look something like the fields on the screenshot above.

Once you are happy with your form, remember to click the button in the top right to make the form "Ready"

Setup Your OptimizePress Opt-in Form

You're almost done!  You're now ready to setup your opt-in form inside OptimizePress.

1. Ensure that you have integrated with Infusionsoft inside your OptmizePress site.  If you haven't done that yet, please connect your account on the dashboard before continuing.

2. Insert an opt-in form into your page, or edit an existing form.  

3. Ensure that your form is integrated with Infusionsoft, and you have selected the form you created earlier (note that sometimes forms can take up to 15 minutes to appear depending on the Infusionsoft API)

Once you are happy with your other opt-in settings, you can move to the GDPR Consent tab.

You will now need to select your preferences for showing the GDPR privacy message checkboxes:

You can choose:

  • Do not show GDPR Fields - this will not show any fields on your form
  • Show to EU Only - the form checkboxes will only be shown to EU visitors to your page.  We use IP checks to determine location.
  • Show to all Visitors - the form checkboxes will be shown to all visitors

If you enable the form fields, you can configure them as shown below:

  • Consent 1 Label/Message - Enter your message to be shown next to your 1st checkbox.  You can use HTML code here to add hyperlinks or bold text 
  • Consent 1 Accept Custom Field/Tag - Select your Consent 1 field here.  Our system will add "yes", "no" or "not_shown" in the custom field in Infusionsoft based on the selection
  • Consent 2 Checkbox - enable the 2nd checkbox here if you wish (options are the same for both you just need to configure second privacy message and checkbox consent field)
  • Consent Notes Custom Field - select your custom field for storing the notes related to your optin form including button text and checkbox message
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