Overview
As part of GDPR compliance, single opt-in and double opt-in are ways of ensuring that leads have agreed to your terms and conditions, which enables them to be contacted. This document will take you through both options, depending upon your requirements.
Prerequisites
- You will need to create a campaign (see Creating a Campaign for more on how to do this) with a form which will contain the opt-in field (see Creating/Editing A Form for more on form building).
Adding and Editing the Opt-in Form Type
Add a field to your form and change the type to Opt-In.
Customising the Opt-in Checkbox Text
Click the Edit Options button on the form block to bring up a modal which will allow you to edit the main opt-in checkbox.
The text can be changed by editing the content on the right of the terms box. You can add/edit your own privacy link by wrapping your desired copy in a HTML link tag, as shown below.
I accept that the data provided on this form will be processed, stored, and used in accordance with the terms set out in our <a href="yourprivacypolicylinkurlhere" target="_blank">privacy policy</a>.
Customising the Contact Method Label/Title
Click the Edit Options button on the form block to bring up a modal which will allow you to edit the contact method label/title.
Edit the text to the right of the contact_choice input to change the label/title, or click the cross to remove this label/title.
Customising Contact Method Checkboxes
Once your opt-in type has been added to your form, you will be able to see 4 contact methods added by default (email, tel, sms, post).
To customise these options, click the Edit Choices button on the opt-in form block to bring up a modal which will allow you to add new options, edit the value and labels of options, re-order options and remove options.
