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".

By enabling these checkboxes and publishing your saved changes, your form will now require visitors to check the enabled checkbox fields, which can link to your privacy policy and terms of service pages of your site.

Having a privacy policy is a must for your website. If you don't already have one, there are online services that can help you make one quickly (See  Iubenda).

Managing the message and links of your checkboxes

By heading to "Settings > Configuration" in your ConvertFlow site dashboard, or by clicking the "Manage" link next to the checkbox option in the form builder, you can manage the message of your checkbox fields, as well as the links to your privacy policy and terms of service.

Note: By default, your site configuration doesn't have links to your privacy policy and terms of service, therefore the links won't show in your checkbox until you save the URLs.

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:

privacy_consent
marketing_consent

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.

Here's an example of how to map ConvertFlow fields to ActiveCampaign, one of our many email marketing integrations.

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.