How to enable consent checkboxes for your forms
By generating leads from your website, you're collecting personally identifiable information and often times subscribing new contacts to your marketing campaigns in your preferred email marketing tool.
Being transparent about how your company handles your audience's contact information is not only key for every business marketing online, in many cases it is required by law ( See the EU's G.D.P.R regulation).
At ConvertFlow, we're making it as easy as possible for marketers to be transparent about how they're using contact information, as well as collect proof of consent from their contacts, at the point of lead capture.
How to use ConvertFlow's consent checkboxes
When creating forms using ConvertFlow, under the "Fields" dropdown, you'll find optional checkbox fields for "Require Privacy Consent" and for "Require Marketing Consent".
Managing the message and links of your checkboxes
Mapping the consent field values to your email marketing tools
When you enable the privacy and/or marketing consent checkboxes for a form, ConvertFlow will store a "true" value in our preset contact fields.
The field names are:
By using ConvertFlow's field mapping tools for your integration, you can map this data into your CRM's custom fields by heading to your site's integrations page, clicking the "Fields" button for your integration, and entering custom field data names into the ConvertFlow fields you want mapped into your email marketing tool's custom fields.
You can also export contacts to a CSV from the "Contacts" page, as well as sending this field data anywhere using our Zapier integration.
Creating custom checkbox fields
While ConvertFlow's preset consent fields are easy to enable, there are times where you may need to add more checkbox fields to your forms.
If your use case calls for it, you can create a custom field for your form, select the "radio" field type and add at least one option to be checked.
You can then manage whether that custom field is required or not by clicking the lock icon on the custom field.