Benchmark Email Help Center

Knowledge Base Home aero-right Signup Forms aero-right GDPR Compliant Signup Form

GDPR Compliant Signup Form

Signup Forms Updated on August 30, 2022

You can add a checkbox to your signup form for GDPR using Benchmarks signup forms.  Your subscribers can trust that the data they are providing is confidential and that you are GDPR compliant. Doing so can help you keep a good reputation with your subscribers and consequently grow your contact list.

If you prefer a video tutorial, watch this video.

To create a GDPR compliant signup form, you’ll need the following.

  1. URL where your visitors can read about your site’s Privacy Policies. You’ll add this to your signup form.
  1. Contact list with a custom field.
    • To record visitors who accept your site’s policies.
  2. Signup form, connected to the modified list.
    • Checkbox.

CONSIDER

To add a checkbox to your signup form for GDPR compliance, you must first create a contact list or choose from an existing list and add a custom field to the same.


Create a custom field in your contact list.

  1. Click on Contacts from your Benchmark Dashboard menu.
  2. Create a list or select an existing list. For this example, we used an existing list.
  1. Click on Edit.
  1. On the Data Field Settings, toggle the slider to the right and select Extra Field 6 and enter Privacy Policy for the field name. Field name Privacy Policy is used as an example.
  2. Choose True/False for the Field Type.
  1. Then, click on the Save option.

Once the field type is edited, we need to create the signup form compliant with GDPR.

IMPORTANT

You can change any of the list fields to meet your needs, with the exception of the following: First Name, Last Name, Middle Name, and Email Address.

Back to the top ↑


Adding the checkbox in the signup form

Before getting started, please note the following:

  • In the Required fields, your subscribers will have to fill these fields in order to submit the form. 

Now, it is time to create or edit your signup form.

  1. Create a signup form(you can also use an existing one).
  2. Then, select the list you created above with the edited field.

On the second step of the signup form creation process, you’ll add the field you edited in the previous step.

  1. Hover over the signup form between the name and email address field and click on the 3 dots to add the field.
  2. Then click on Select Fields, and check the extra field you created.
  3. Now, click on the back arrow, and you’ll see your selected field.
  4. Click on the Privacy Policy field. You can change the field name here if wanted, but we recommend leaving it the same, to match the list and signup form.
  5. Change the Type to Check. Mark this field as Required.
  6. In the Answer field, add the following piece of code.
<a target="blank" href="https://www.benchmarkemail.com/privacy-policy/">I understand and accept the Privacy Policies.</a>
  1. Replace https://www.benchmarkemail.com/privacy-policy/ with your site’s privacy policy page.

The text highlighted in yellow is what your visitors will see.

  1. Next, you can continue to edit your signup form by changing the style to match your site, you can add more fields or insert a company logo.
  2. When done, click on the Save & Publish option. Then, confirm your selection.
  3. In the next popup, select the type of code you want to use on your site.
  1. Last, copy your code, head over to your site, and add the code where you want the form to appear.

IMPORTANT

The above checkbox cannot be created using the Small Embed form as it is not supported.

Copy the HTML code as instructed if you would like to add text to your form.

<a target="blank" href="https://www.benchmarkemail.com">I understand and accept the Privacy Policies.</a>

Remember to replace https://www.benchmarkemail.com with your site’s privacy policy page, and the text highlighted in yellow is what your visitors we’ll see.

Please be aware that modifying the codes given above could break the code. The HTML code must be exact for it to render correctly. For example, when using quotation marks, make sure you are using straight quotation marks and not curly. If you notice your quotes changing from straight to curly, copy the code to a text notepad, fix the error, and then paste it again. Curly quotes will not render the code correctly.

SUGGESTION

Learn more about Website Tracking using Signup Forms, by clicking here.

Back to the top ↑


If you have any questions, please contact our support team.