How to Update The Opt-In Boxes

The Key Steps

*REMINDER - Deviating from the set CTAs (Calls to Actions) and opt-in verbiage has the potential to decrease lead count. However, we understand that every school is different, so we recommend giving any update 2-3 months to see the results of the update before changing it again. Please feel free to contact the support team for any questions about this.*

Updating the Opt-in Boxes Website Wide:

1. In your CRM dashboard, click the Website tab in the left-hand navigation menu to be directed to your Website Dashboard. 

2. In your Website dashboard, click the Global dropdown in the left-hand navigation menu and then click Global Settings.

3. On the Global Elements page, click the Optin tab in the navigation menu.

4. Here you'll be able to configure different settings for the opt-in boxes across the website. The Sub-Title, Title, Content, and Button Text are where you can update the text you see in the opt-in boxes website-wide. 

5. You'll also be able to add things like a consent message, consent checkbox, preferred method of contact, and configure other settings. 

6. Once you have made your desired updates, click the green Update button in the top-right. 

Updating an Individual Opt-in Box:

1. In your CRM dashboard, click the Website tab in the left-hand navigation menu to be directed to your Website Dashboard. 

2. Click into the page editor you'd like to update an opt-in box on. You can find the different pages to edit in the Content Dropdown and clicking on Pages or Programs, and clicking on the title of the page or program page you'd like to edit. 

3. Once in the page editor, click on the opt-in box you'd like to edit.

4. Here, you can also update what the verbiage is on the opt-in box, as we saw in the Global Elements page. 

5. Click the Optin Type dropdown and select Custom to configure more advanced settings like custom tags, custom redirect URL, the program the opt-in box is for, etc. 

6. Since this is a page edit, please be sure to click the green Save button at the top-right to save any changes. 

Here is a video walking through these steps: