Marketing Strategy & Best Practices

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GDPR, pre-filled forms & grab consent

  • 1.  GDPR, pre-filled forms & grab consent

    Posted 16 days ago
    Hi,

    I have built a form including Opt-in checkbox, unfortunately when I use the show prefilled functionality this checkbox shows marked (if the user has already opt-in to our lists). This is not GDPR compliant and checkboxes must be explicitly checked by the user giving consent.

    Is there any way to use prefilled forms excluding theopt-in checkbox from this?

    Thanks
    Vanesa

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    Vanesa Agulló
    Marketing Coordinator, redk The CRM solutions company
    www.redk.net
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  • 2.  RE: GDPR, pre-filled forms & grab consent

    Posted 16 days ago
    Vanessa,

    What you ask is not possbile. Showing the form prefilled means all fields are prefilled.

    What we implement is hiding the consent checkbox field if somebody already has given consent. Form UX perspective why keep asking the user for consent when he/she has already given it? Contact can easily withdraw the consent by clicking the unsubscribe or possibly a change details link in every email.


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    Marten Hoekstra
    Inbound marketeer / Marketing Automation Consultant, Stan and Stacy
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  • 3.  RE: GDPR, pre-filled forms & grab consent

    Posted 15 days ago
    How would you go about making the field hidden for some people and not for others?


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    Emilee Orf
    Marketing Assistant, Acromag
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  • 4.  RE: GDPR, pre-filled forms & grab consent

    Posted 15 days ago
    Hi @Emilee Orf,

    If you are using the Labs form composer, there is a very simple way to make your "consent" field only show for those that have not given consent: use Dynamic Sections.

    Here is an example:

    Add a Dynamic Content Section to your Form


    In this example, I will only be using this section for the "Consent" field, so I am leaving the Empty Fields at 1.

    Next, create your Consent checkbox as the only field in that section:


    That's it!
    Now, when someone view this Form that has already filled out the consent field, this field will not be displayed.

    Please let me know if that addresses your concerns.

    Have a great day and Happy Marketing!


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    Robert Kohnke
    Marketing Operations Strategist, Act-On Software, Inc.
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  • 5.  RE: GDPR, pre-filled forms & grab consent

    Posted 15 days ago
    Thank you! That helps. Is there a way to hide the field from people who are from the US?

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    Emilee Orf
    Marketing Assistant, Acromag
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  • 6.  RE: GDPR, pre-filled forms & grab consent

    Posted 14 days ago
    This is helpful and get's me halfway there.
    ​We include a link to our privacy policy.

    But, the dynamic content areas don't allow for a RTF field to be added to the dynamic content section, so I am unable to get the link to our privacy policy to hide along with the checkbox.

    I tried using Form Conditions to cause the RTF content to hide if the Privacy Policy box was checked...



    This option doesn't work, the box with the link still shows. Amy I doing my settings wrong? Is it because the Privacy Policy checkbox is in a dynamic content box and is completely removed from the form, so the Form Conditions cannot find the field to check it? Is there a work around?

    Thanks!

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    James Matney
    E Communications Specialist, Teex
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  • 7.  RE: GDPR, pre-filled forms & grab consent

    Posted 10 days ago
    You can use the dynamic section, but better use the form conditions in the labs form.

    What we do is:
    • Create a hidden field that is prefilled with the consent status being yes or no.
    • Then create a form conditions that on field consent status being yes, hides the consent checkbox field + any other field for example the privacy link text.
    • Best is to have all seperate forms connected to one form submission list. Easy for overview, maintenance and i think also the only way to let prefilling and progressive profiling work. Remember that Act-On is still list based..
    • that's it..


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    Marten Hoekstra
    Inbound marketeer / Marketing Automation Consultant, Stan and Stacy
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