Opt-in checkbox for Progressive Profiling Form

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Re: Opt-in checkbox for Progressive Profiling Form

Looks like I'll have to study up on my *basic* JS, cause I use plenty of server-side fields for those pesky Canadians

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Level 10 - Community Moderator

Re: Opt-in checkbox for Progressive Profiling Form

Admittedly, "basic" is pretty ambiguous with JavaScript, as copy-and-pasting buggy code seems to constitute "intermediate" JS knowledge on some resumes I've seen.

Anyway, check this demo: MktoForms2 :: Opt-In Client Side (an expansion of an earlier example).  Here, the Opt-In checkbox is contained within a Rich Text area and doesn't have a corresponding server-side field in Marketo, but it still must be checked for the form to submit. 

In the optInDefaultsByCountry object, you set any special defaults by country. Here, I've configured it so:

  • when a Country has not been chosen yet (empty value '') the Opt-In checkbox is grayed out
  • if Country has been chosen as Canada ('CA'), then the checkbox is left unchecked, requiring a manual click by the lead
  • if any other Country has been chosen, Opt-In is checked automatically, though it can be unchecked manually
  • once a user has either manually checked or unchecked the checkbox, leave it under user control from then on (to avoid surprising the user by undoing their manual choice)

Obviously there are other ways to manage the widget interactions, but this gives a few ideas for how inputs that only exist client-side can add needed functionality.

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Level 10 - Community Moderator

Re: Opt-in checkbox for Progressive Profiling Form

When I selected Canada on your form the Opt-in Checkbox remained unchecked.

What browser were you using for this test?  It should be unchecked for Canada.  The design is that it is forcibly unchecked for Canada (requiring manual intervention) otherwise forcibly checked.  Works even on IE 8 for me.

I'm not crazy about the UX, though.  I would feel better if the checkbox weren't displayed at all if the lead had not yet chosen a country.  The fact that you can see it going from unchecked to checked is a bit too literal for me.