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GDPR - Getting Consent

Last updated by Brandon Hewitt-Hunt on March 27, 2019 11:55

With GDPR on the horizon, it's vital you start thinking about the way in which you're currently getting consent, and if this will actually be GDPR compliant.

With this in mind, we have brought in some new features to help you get ready for the regulations.

1. Capture consent from your contacts via email

If you include the new %ConfirmOptIn% tag in your email as you would do for the Unsubscribe tag, a link will be generated that when clicked will store confirmed opt-in proof of consent. We recommend you set up a landing page on your website where the contact will be redirected after clicking the link. You can configure this URL by completing the "Double opt-in confirmation URL" field within Settings on the General Tab.

NOTE - If you are using a different email editor to our latest drag and drop editor when inserting the link ensure you change the Protocol from 'URL' to 'Other'. This will then work correctly.

Once a contact clicks the confirmation link there will be a tick next to their name in the contact list and details of the proof of consent will show within the contact record itself. If you click the "email" link you will be able to see the content of the email the contact gave the consent from.


2. Get consent via a web form

Double opt-in is industry best practice and we would recommend you change your forms to use double opt-in. This simply means if someone completes a form on your website they will receive an email containing a link they need to click to confirm they did, in fact, subscribe to your list. We are also going to be including a new field for web forms that allow you to insert a privacy notice for your form, which is key for GDPR.

Give this a go with one of your web forms and you'll see the same results as you did for consent via email but this time we will display the fields completed in the form and any consent text.

You can now also add your own text and links above your form so you can explain why the data is collected, how it will be used and link to privacy policies for example for GDPR.

3. Upload Proof of consent

If you have written the proof of consent from a face-to-face meeting you can upload this from the contact record. To do this click the "Upload proof of consent" button.