---
schema_version: "1"
id: 2f2872973b3670fc34a3b31a2452aeefbdd871c65d1751b191c16f41109e8abc
title: Use Forms for a Permission Pass
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/pardot_email_permission_pass_with_forms.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.pardot_email_permission_pass_with_forms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7c1eaafab3f74b9ec734f6f7b9029cfe4d4fba47e3ef5de1ee2f1d5680eb1772
description: Set up a custom opt-in field for a new form that you share with prospects. Send an email with a link to the form, and then run an automation rule to remove prospects who don’t opt in.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Use Forms for a Permission Pass

Set up a custom opt-in field for a new form that you share with prospects. Send an email with a link to the form, and then run an automation rule to remove prospects who don’t opt in.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span>All Account Engagement Editions</span></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d73534e56">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d73534e56 ">To send a permission pass email:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d73534e56 ">
              <span>Account Engagement Administrator or Marketing
                role</span>
            </td>

          </tr>
        </tbody>
      </table>

1. Create a prospect custom field.
2. Name the field Opt in, and fill out the remaining form fields.
3. From the Type dropdown, select **Radio Button**, and enter Opt in for the value.
4. Create a form that contains the new field.
5. Send a list email that includes the link to the form to ask prospects to opt in to your list.
6. To remove prospects that haven’t responded or opted in, create and run an automation rule with the following criteria.
    
    - Prospect list **\[is member of\]** **\[email list name\]**.
    - Prospect custom field **\[isn’t\]** **\[Opt in\]**.
    - Completion action: Change prospect default field **\[Do Not Email\]** to **\[Do Not Email\]**.

For best results, wait between 7 and 14 business days for prospects to receive and respond to your email.

You don’t need to do anything in Salesforce to reflect these changes. The prospect’s Salesforce Do Not Email field is updated automatically.

#### See Also

- [Create a Form](https://help.salesforce.com/s/articleView?id=mktg.pardot_create_form.htm&release=264.0.0&type=5 "To create and host a marketing form in Account Engagement, use the Form Builder.")
- [Create an Automation Rule](https://help.salesforce.com/s/articleView?id=mktg.pardot_automation_rule_create.htm&release=264.0.0&type=5 "Create an automation rule to perform criteria-based actions on prospects.")