Introducing the “Email Optional” Form Style in HeavySet Tech

HeavySet Tech now offers a new Email Optional setting for form styles, designed specifically to accommodate leads who may not have an email address. This feature provides a way to gather contact information without strictly requiring an email.

When the Email Optional setting is enabled for a form style, an icon appears above the email field on the form. By clicking this icon, the form switches from expecting an email address to allowing a phone number instead.

Below is an example screenshot showing how the icon appears:

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Key Benefits

1. Flexibility for Events: Ideal for on-site or event-based registrations where visitors may not have or wish to provide an email address.
2. Consistency in HeavySet Tech: Systems in some cases can rely on emails as identifiers, so we securely generate a placeholder email for anyone missing one—ensuring your CRM data and flows remain intact.
3. Minimized UI Changes: The form looks nearly the same; the only difference is the small toggle icon that makes email optional.

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How It Works (At a Glance)

1. Enable Email Optional: In your HeavySet Tech admin dashboard, go to Settings > Appointment Form > Edit Style, choose a form style to edit, and check the box labeled Email Optional.

2. Icon Display: When this setting is active, a small button (icon) appears above the email entry field.

3. Toggle to Phone: If the user doesn’t have an email address, clicking the icon switches the input to accept a phone number instead.

4. Automatic Placeholder Email: Behind the scenes, HeavySet Tech will generate a valid placeholder email address for users who don’t provide one—ensuring that your account’s workflows and integrations continue to treat them as unique leads.

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Enabling the Feature

1. Navigate to the Form Styles:
   • Go to Settings in your HeavySet Tech dashboard.
2. Edit Your Form Style:
   • Select an existing style or create a new one.
3. Check Email Optional:
   • Under Form Settings, look for the Email Optional checkbox and tick it.
4. Save Changes:
   • Click Save to confirm your updates.

Once saved, any appointment form using that style will display the new toggle icon above the email input field.

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Frequently Asked Questions

1. What if the user still wants to provide an email?

They can simply type their email in the field as usual. The button only serves as a way to switch to phone input if needed.

2. Does enabling Email Optional affect any existing settings or automations?

No. This feature only adds the phone input option if an email is not provided. Automations and workflows remain unaffected because the system generates a unique placeholder email address behind the scenes.

3. How can I tell if a lead used the optional phone method?

Within your HeavySet Tech account, leads who entered a phone number instead of an email will still appear as normal. If needed, you can identify these leads by the placeholder email address shown in the contact record. Specifically, phone-only leads will have an email that follows this format:

[hash]@heavyset.xyz

This ensures they are recognized as unique contacts without disrupting your existing processes.

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Conclusion

This new Email Optional form style is a simple yet powerful addition for businesses collecting lead information in various environments—especially events or in-person sign-ups. It provides extra flexibility, helping you capture crucial details even when an email is unavailable, without disrupting any workflows that rely on email as a unique identifier.

If you’re not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.