Marketing Opt-In Form — shared by the community

Who this template is for

Marketing Opt-In Form is built for any team that needs demonstrable permission who need to record who agreed to what, and when.

• Any team that needs demonstrable permission working in consent, waivers & releases.
• Teams who need to record who agreed to what, and when without writing code or paying for a custom build.
• Anyone replacing consent claims you can't evidence months later with one structured record per enquiry.
• Respondents are customers, patients and participants — the form asks them 10 questions across 1 screen.
• Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of consent claims you can't evidence months later and turns each submission into a record your team can act on immediately.

• 3 questions are required, so submissions arrive complete instead of needing a follow-up email.
• It collects a verified email address so replies and confirmations land.
• It captures a phone number for urgent follow-up.
• It pins the request to a specific date.
• It captures a full postal address.
• It allows multiple selections without free text.
• Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
• Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1. 1Press “Use this template” — a fresh copy of Marketing Opt-In Form lands in your workspace, ready to edit.
2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 2 conditional rules ship with it.

• Features advanced show logic: if “Which channels would you like to hear from us on?” is one of Email, SMS / text message, the form dynamically exposes “Topics you're interested in”. Otherwise that question never appears.
• Features conditional validation: if “Where did this request come from?” is Other, “Please specify” becomes mandatory before the form can be sent.
• All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.