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Infusionsoft Cookbook by Paul Sokol

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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 ...

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