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Capture SMS consent from a form checkbox into the SMS subscription type with a legal basis

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact8 stepsUpdated for HubSpot seat pricing
OutcomeA ticked SMS checkbox on a form becomes an opt-in on the SMS subscription type, with a legal basis, a timestamp and the wording the contact agreed to, so every SMS workflow has one status to check.
Workflow mapmessaging-003
Form submitted with SMS box ticked leads to Subscribe to SMS subscription type with legal basis. Subscribe to SMS subscription type with legal basis leads to Stamp consent date and source and wording. Stamp consent date and source and wording leads to Mobile number starts with plus 1. Mobile number starts with plus 1 leads to Yes: Set SMS status opted in; No: Set SMS status opted in no US number. Set SMS status opted in no US number leads to Create task for owner. Yes No Form submitted with SMS box ticked Subscribe to SMS subscription type with legal basis Stamp consent date and source and wording Mobile number starts with plus 1 Set SMS status opted in Set SMS status opted in no US number Create task for owner
Form submitted with SMS box ticked leads to Subscribe to SMS subscription type with legal basis. Subscribe to SMS subscription type with legal basis leads to Stamp consent date and source and wording. Stamp consent date and source and wording leads to Mobile number starts with plus 1. Mobile number starts with plus 1 leads to Yes: Set SMS status opted in; No: Set SMS status opted in no US number. Set SMS status opted in no US number leads to Create task for owner. Yes No Form submitted with SMS box ticked Subscribe to SMS subscription type with legal basis Stamp consent date and source and wording Mobile number starts with plus 1 Set SMS status opted in Set SMS status opted in no US number Create task for owner

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it when a form collects SMS consent in a plain checkbox property, for example an embedded form, an imported form or a form fed by an integration.
  • Use it when you need an audit trail on the contact record: when, on which form, under which wording.
Read more on when to use itShow less

Skip it

  • Do not use it when the form can carry the native subscription type field. That field writes the opt-in on submit with no workflow, see marketing-ops-006.
  • Do not treat this opt-in as a way to text contacts outside the US. Native Marketing SMS only reaches US numbers that start with +1 and contain 11 digits. For other countries, see messaging-018. The consent record is still worth keeping.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 8 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 8 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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