There are two sections: 1) Required; 2) Optional
Update Settingsto save your work.
There are only two steps:
HOWEVER – you should also “opt-in” two important Infusionsoft services: email confirmation and duplicate contact checking. They’re both optional, their default setting is “opt-out”; which means they’re both disabled. Email confirmation is a pretty low bar for customer engagement. Systasis strongly recommends you implement an email confirmation step if your form collects opt-in emails. Duplicate checking is not a substitute for proper list maintenance, and it’s also a low bar to maintaining a clean list. Systasis strongly recommends you implement dup checking if your form creates Infusionsoft contacts.