How to Edit Your Opt-In Process

The Key Steps

The following steps will be for updating where you would like the website to send a lead once they opt-in to their program of choice. Great examples of a next step after opting in would be a scheduler, so the lead can schedule their first visit or appointment, a sales page, or a checkout page where a lead would be able to purchase a paid trial. 

1. Click the Website tab in the left-hand navigation menu on your CRM dashboard to be directed to your Website dashboard.

2. Click the Content dropdown and click the sub-menu item, Programs, in the left-hand navigation menu on your Website dashboard.

3. To edit the desired program, you can click the program title or click the Edit button to the right of the title of program title. 

4. Once in the editor, click the Settings button, which should be directly to the left of the green Save button in the top-right of your screen. A menu should display to the right of the preview of your program page.

5. At the top of that menu, please select the Program Tab.

6. Scroll down in that menu and click on the Opt-In Form Settings dropdown.

7. Scroll down until you see the Form Action section. Here you can set the redirect URL for each of your locations (if applicable) by copying/pasting the desired URL or Link into the URL text block. This will decide where a lead goes once they opt in to this program, no matter where on the website they opt into the program. 

8. Once you have set the desired redirect URL, click the green Save button in the top right to save your changes. 

Here is a video walking through these steps: