In this article we will add consent to forms.

LeadsHook forms provide 2 options to capture explicit consent…

Option 1: Radio – offers a choice of 2 or more options where your leads can select any ONE option…

LeadsHook GDPR consent display radio button

 

Option 2: Checkbox – offers 1 or more choices where your leads can select or not select any number of options…LeadsHook GDPR consent display checkbox button

 

How to Add Consent to Your Form

STEP 1: Create Custom Field

  1. Go to Admin > Custom Fields

  2. Go to Form custom fields

  3. Click “Add”

LeadsHook GDPR consent customs field setup

 

STEP 2A: Create Radio Button option

Create Radio Option…

  1. Enter a custom field

  2. Enter custom field name

  3. Select Type: radio

  4. Enter values and labels each choice you want to offer.  Value  is what is saved into a custom field and Label is what is displayed on the form.

  5. Click “Add” for each Value-Label combination

  6. Select a default option (optional).  For GDPR all choice needs to be explicit

  7. For Radio button, select Required: Yes.  Because yes and no are explicit choices

  8. Set Visible: Yes to display on form.

 

LeadsHook GDPR consent customs field setup - radio button

STEP 2B: Create Checkbox Button option

Create Checkbox Option…

  1. Enter a custom field

  2. Enter custom field name

  3. Select Type: checkbox

  4. Enter values and labels each choice you want to offer.  Value  is what is saved into a custom field and Label is what is displayed on the form.

  5. Click “Add” for each Value-Label combination

  6. Select a default option (optional).  For GDPR all choice needs to be explicit

  7. For checkbox option, select Required: No.  Because choice is not explicit – users can choose none or any number of choices.

  8. Set Visible: Yes to display on form.

LeadsHook GDPR consent customs field setup - radio button

 

STEP 3: Add Consent to Form

The Form User Interface has the following consent options…

A text editors to add content BEFORE and AFTER your consent options.

And consent option which provides access to custom fields created in STEPs 2A and 2B.

LeadsHook form add GDPR consent

 

View when after expanding consent options…LeadsHook form add GDPR consent

 

Select radio or checkbox custom field…LeadsHook form add GDPR consent

 

STEP 4: Test

 

Comments

  1. Pingback: Form and Answer Custom Field type: checkbox | LeadsHook Knowledge Base

  2. Pingback: How to create a Form in a decision tree? | LeadsHook Knowledge Base

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