Skip to main content

Gain Consent with Custom Checkboxes in Forms (GDPR Compliance)

The Custom Checkbox element in Stack's Form Builder allows your visitors to confirm their consent to receive information from your business. This is particularly useful for visitors in countries that require additional consent for GDPR compliance.

Step 1: Create a Custom Field in Form Builder​

  1. Navigate to Custom Fields in the top right corner of the Form Builder.
  2. Click on the Orange Box to add a custom field.
  3. From the menu, select Checkbox.
  4. Name the field, for example, "GDPR Compliance Checkbox".
  5. Enter your GDPR Compliance Statement in the placeholder field.

Note: The placeholder content is an example and not an official GDPR compliance statement.

Step 2: Make the Checkbox Field Required​

  1. Hover over the GDPR Checkbox field on the form.
  2. Click on the field to select it.
  3. On the right-hand side, check the Required Box. This ensures that the checkbox must be checked for the form to be submitted.

Step 3: Create a GDPR Workflow​

  1. Go to the Workflow panel.
  2. Select Start From Scratch and click Create a New Workflow.
  3. Name your workflow by selecting the title at the top.

Step 4: Set Up the Workflow Trigger​

  1. Click on Add New Workflow Trigger.
  2. In the menu, find and select Form Submitted from the third column.
  3. Choose the custom field and apply the Yes condition.

Step 5: Add Your Workflow Action​

  1. Click the + sign to open the actions menu.
  2. Scroll to the Conditions and Workflow section and select If / Else.
  3. In the Select segment on the left, click on Contact Details.
  4. Scroll to Custom Fields and select your GDPR checkbox custom field.
  5. In Select Operator, choose includes and select yes.
  6. Click Save at the bottom right.

Step 6: Set Up Your Yes / No Paths​

  • Yes Path:

    1. Under the Yes path, click the + sign to open actions.
    2. In the CRM section, select Add Contact Tag.
    3. Choose or create a tag for compliant contacts.
    4. Click Save at the bottom right.

  • No Path:

    1. Follow the same steps as the Yes path.
    2. Use a tag name like "non-compliant" for contacts that do not comply.

Step 7: Set Up Your SmartLists​

  1. Navigate to Contacts / Smartlists.
  2. On the right-hand side, click on Filters.
  3. In the Add Filter box, type tag and select the compliant tag.
  4. Click the + button above on the right to save this smart list, allowing you to quickly view all compliant contacts.
  5. Repeat the process to create a smart list for contacts that do not comply.