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Single Opt-In for Your Campaign Follow

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.

Screen_Shot_2018-04-03_at_09.52.13.png

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.

Screen_Shot_2018-04-03_at_10.07.09.png

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.

Screen_Shot_2018-04-03_at_10.07.16.png

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).

Screen_Shot_2018-04-03_at_09.55.01.png

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.

Screen_Shot_2018-04-03_at_09.57.12.png

Once all the above steps have been completed, your campaign is complete and ready for single opt-in.

 

 

Articles in this section

  • Convertr Security FAQ
  • Convertr and CCPA
  • How to prepare your platform for GDPR
  • Single Opt-In for Your Campaign
  • Can I Track Lead Data Changes?
  • What happens if a lead wants their details deleted?
  • Does Convertr Have Any Other Lines of Business or Brokers/Exchanges Leads?
  • How Does Convertr Use My Data?
  • Download the GDPR Product Guide
  • Data Deletion & Retention
See more

Related articles

  • Connected Apps: LinkedIn
  • System and Campaign Auditing
  • Double Opt In
  • Can I Track Lead Data Changes?
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Related articles

  • Connected Apps: LinkedIn
  • System and Campaign Auditing
  • Double Opt In
  • Can I Track Lead Data Changes?
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