We use a lot of forms for things like contests and event registrations, and recently started tracking exactly where leads have opted-in from. I've added a sign up field to all of our forms so we have a record of express opt-in. It's a required field that forces the user to either opt in or out. But we don't want this to show up everytime for people who have already opted in. I've created a new hidden field called 'Opt In Source' that will record exactly which form the lead used to opt-in for the first time. As a bit of background we have a legacy list of opt-ins from a previous system that we have confirmed opt-in records for, but may not have associated IP Addresses in Marketo yet.
Is there a way to only show the opt-in field to people who haven't opted in yet?
I've tried:
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Progressive profiling, but it only shows on the first visit. So if a lead visited the page, and DIDN'T fill out the form, if they come back a second time the opt-in field is gone and their information hasn't been recorded.
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I don't want the opt-in field to show for anyone who is already opt-ed in on a previous form.
I'm looking for suggestions on how others have implemented this. There must be an easy way that I'm just not seeing.