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            Identify Prospects Who Confirmed Their Opt-In

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            Identify Prospects Who Confirmed Their Opt-In

            To identify whether a prospect has confirmed their subscription, create a custom prospect field in Account Engagement. This field doesn’t need to sync with Salesforce.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To create custom fields Account Engagement Administrator role
            1. Open the Prospect Fields page.
              • In Account Engagement, select Admin | Configure Fields | Prospect Fields.
              • In the Lightning app, select Account Engagement Settings | Object and Field Configuration | Prospect Fields.
            2. Click + Add Custom Field.
            3. Enter Confirmed Opt-In for the field name.
            4. For the field type, select Checkbox, and then select the option to use predefined values for the checkboxes.
            5. Enter a value to indicate confirmation, such as True. To sync with Salesforce, you must add another value, such as False.
            6. Click Create Custom Field.

            Next, create a form handler with a completion action that updates the custom prospect field you created each time someone confirms their subscription.

             
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