How to create a Keap (Infusionsoft) Two Step opt-in web form

Create a Keap Two-Step Web Form Opt-In

Leave “Field Value” blank. It will be passed on from the 1st Web Form.

Note: Bypassing the Email address from the 1st Web Form to the 2nd Web Form, you are “telling” Infusionsoft to treat this additional information as an update to the Contact record created in the 1st Web Form.

You do it as a Hidden Field to keep the Contact from entering a different (incorrect) email address, which Infusionsoft would view as a new Contact and create a second - incomplete - Contact record.

Finish the process by adding the additional information fields you want to collect from the Contact.

Persuasion Note: Be sure to explain WIIFM—What’s In It For Me—on the 2nd Web Form so the Contact is motivated to complete it.

If you need more Keap CRM Help, be sure to check out The CRM Butler.