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Adding GDPR Consent Fields to Lead Gen & CRM Forms

Article: 000050501
Updated: July 29, 2024

Include a GDPR field in your form to allow those filling out the form to provide consent to be contacted

Under The European Union General Data Protection Regulation (GDPR), protections for consent are considered paramount. With the GDPR, requests for consent must be provided in a visible, understandable, plain manner.

As forms establish tracking, it is considered best practice to include this field to be in compliance with the GDPR. For Lead Gen & CRM forms, checkboxes provide a simple, elegant way to fulfill the protections provided by the GDPR.

This article will detail how to add GDPR consent fields to Lead Gen & CRM forms.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


Adding GDPR Fields to Forms

Note: GDPR fields can only be added to SharpSpring Forms. They cannot be added to Native or 3rd-party Forms.

To add a consent field to Lead Gen & CRM forms, create or edit a form:
 

  1. Click the Fields tab.
  2. Click Special Fields > Informed Consent (GDPR)

    Informed Consent GDPR Form Field

     

  3. Optionally, rearrange the consent field with other fields on the form.
  4. Optionally, edit the consent field's placeholder text.
  5. Click Save Changes.

    Drag or Edit Text Form Field

When a contact is generated by filling out a form with the Informed Consent (GDPR) field, and they do not check the field, they will automatically be added to the database as unsubscribed. However, if an existing contact fills out the form and does not check the box, they will not be changed to unsubscribed. That is only for new leads.
 


Modifying Field Text

The Informed Consent (GDPR) field comes pre-populated with consent request text. Optionally, you can change the field's text.

When requesting consent, state plainly and exactly why you are requesting consent to collect an individual's information. 

The entirety of the reasoning behind the request for consent must be stated. Additionally, as individuals can revoke consent at any time, the request for consent must reflect this.  

Click into the field and enter your text to change the field's placeholder text in a Lead Gen & CRM form


Edit Placeholder Text GDPR Form Field

 

This can be done in both of the GDPR fields.

 


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