How do I create and use GDPR fields?
GDPR fields let you collect, store, and track consent from your contacts. They store the name of the field and consent text.
The name of the GDPR field is visible only to you. It helps you identify your GDPR fields when you use them in forms and other subscription methods, marketing automation, or contact search and contact profile.
Note: The link’s HTML code counts toward the character limit.
There’s no limit on how many fields you can create. You can have as many as you need for each type of consent you need to collect and track. Once you create a GDPR field, you can:
- add them to forms, webinars, and landing pages to make them GDPR-compliant,
- review contact details to see the summary of what they’ve consented to and when they consented,
- search for contacts by their consent status (all time or before or after a specific date),
- create automation workflows based on your contacts’ consent status,
- edit it whenever your data collecting process changes.
It’s not possible to:
- delete the GDPR fields you created,
- import and export GDPR fields when adding or exporting contacts,
- copy consent. When you copy contacts to a different list, the GDPR fields aren’t copied. Contacts’ consent information can only be moved between lists.
How do I create a GDPR field?
Here’s how to create a new field:
1. Expand the Profile menu and click Manage account.
2. Click GDPR fields in the side menu.
3. Click the Create field button.
4. Enter the details:
a.give your GDPR field a name – it’s visible only to you. You should use a descriptive but brief phrase. It will display in search fields and within automation elements.
b. enter the consent text you want to display.
5. (Optional) Add a link to an external site whenever you want to include longer text containing information about your policies. Here’s how:
a. Click the link icon.
b. In the popup modal, type in the text you want to display as a link.
c. Enter the URL of the page you’re linking to. Make sure to include http:// or https://
d. Click OK to add the link and close the modal.
6. Click the Create button.
That’s it. You’ve just created a GDPR field. You can find all your GDPR fields the GDPR fields page. You can sort them by name or date created. Click anywhere in the row to view details such as when you created or edited the field. From there you can also edit existing GDPR fields.
How do I edit a GDPR field?
You can edit your GDPR fields whenever you see fit. Each update appears as a separate “version” of your GDPR field (visible when you click the field). The most recent edit becomes the active field version. This means that it’s the one you can add to your forms, landing pages, and webinar registration forms. It also automatically replaces the previous version you’ve been using in there.
Note: Only the active version of the consent text can be edited.
To edit a GDPR field,
1. Go to Profile>>Manage account>>GDPR fields.
2. Locate the field you want to edit and click the Actions icon (three vertical dots) next to it.
3. Click Edit.
A page where you can edit the field opens.
4. Enter the changes you want to make.
5. Click the Apply button when you’re done.
The edited version appears on the GDPR fields page. We log when you make the changes. Click on the GDPR field you’ve edited to expand the log and see the log for the previous versions of the field.