To be able to collect authorization from leads to process their personal data through form integration, you need to include the Privacy Policy and Terms of Use fields as well as the Communication Consent field in your form, following the steps below:
Step 1: Include Privacy Policy and Terms of Use fields
The purpose of the Privacy Policy and Terms of Use fields is to allow you to display your company's Privacy Policy and Terms of Use, giving greater transparency to your visitors as directed by the main Data Protection Laws. In the integrated form, you can do this in two ways:
- Option 1: "My company has Privacy Policy and Terms of Use documents and I would like to display them on my form."
Copy and paste the following code between the <form> and </form> tags and before the call-to-action button:
<label>
<input type="hidden" data-privacy="true" name="privacy_policy" value="1">
<input type="hidden" data-privacy="true" name="terms_of_use" value="1">
By entering my details, I agree to the <a href="privacy-policy-link" target="_blank">Privacy Policy</a> and <a href="terms-of-use-link" target="_blank">Terms of Use</a>.
</label>
- Option 2: "My company only has a Privacy Policy and I would like to display it on my form."
In this case, copy and paste the following code between the <form> and </form> tags and before the call-to-action button:
<label>
<input type="hidden" data-privacy="true" name="privacy_policy" value="1">
By entering my details, I agree to the <a href="privacy-policy-link" target="_blank">Privacy Policy</a>.
</label>
Step 2 - Include Communication Consent field
The Communication Consent field collects the authorization that allows you to communicate in the future with the leads that convert via integrated forms. To do this, copy and paste the following code between the <form> and </form> tags and before the call-to-action button:
<label>
<input type="checkbox" data-privacy="true" name="communications" value="1">
I agree to receive communications and offers tailored to my interests.
</label>
Step 3 - Update your form in RD Station Marketing
After performing steps 1 and 2, you need to map the fields of the form so that the leads' consent to Personal data processing, the Policy Privacy and Terms of Use field and the Communication Consent field are registered in RD Station Marketing and appear in the Lead Profile page:
- Access the tab My Integrations > Form Integration.
- Click Configure.
- Choose the integrated form in which you included the Privacy Policy and Terms of Use fields and the Communication Consent field.
- Map the fields from your form with those from RD Station:
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